Kick the Dogma

Today on the pod, a book review of Asset Dedication by Stephen Huxley and Brent Burns. Asset Dedication, is an alternative to the 60/40 model discussed in the review of Phil Huber’s book Allocators Edge . Time and valuation matter. Each dollar is invested to optimize expected return over the investment horizon for that dollar, up until it is needed. Moreover, long-term returns are relatively predi...

Subtitled “A modern guide to alternative investments and the future of diversification”, this book by Savant Wealth Management CIO Phil Huber warns about the pending disappointment in returns from the traditional 60/40 portfolio, and offers suggestions about how to do better. The book shares an outlook from Cliff Asness of AQR for a 1.4% real return from the blended portfolio over the medium term....

Updates on South Korea from The Economist, CEO of the Norway Oil Fund in the news here , which leads into a 10 minute discussion about Inflation, what it is, what it isn’t, why it’s so difficult to forecast, & what has historically worked when inflation gets away from the Fed. Follow us on LInkedIn & Twitter .

Weekend edition of Kick the Dogma, the fastest five minutes in finance. Interesting notes on South Korea and Japan, following updates on Ukraine and Norway from last week. These are not recommendations. Find GMO’s report on Japan here . Trillions by Robin Wigglesworth can be purchased here . Kia Niro story. One take on the Norwegian PM’s criticism of Russia here . Follow your host, John Emrich on...

We talk Norway, the Government Pension Fund Global, Chile, EMH, price realization, active vs passive, ESG & governance, the Cleese Principle (90/10), hand wringing over the growth in indexing, and more. Follow Robin @robinwigg on Twitter, www. FT.com where he is Global Finance Correspondent, Buy Robin’s book here . Listen to his interview with The Rational Reminder Podcast & @cameronpassmo...

Brief updates relevant to global asset allocations, China, Russia (Ukraine), Chile

Welcome to Kick the Dogma, the investing podcast about global asset allocation, from theory to practice, from passive to active, and everything in between. Learn about the pod, your host John Emrich, and next week’s first guest.