May 30, 2016: Swensen Portfolio And Permanent Portfolios

May 30, 2016: Swensen Portfolio And Permanent Portfolios

David Swensen’s lazy portfolio allocates funds to directly combat inflation, deflation and for long term growth, very similar to permanent portfolio concept. We discuss how to construct various portfolios based on the framework and using (long term) inflation-protected securities (TIPS). 

Jeff Gundlach: Trump will use debt comfortably

Prepare for debt-fueled Trump presidency. If his past business dealing is any guide, he’ll use debt to drive U.S. economy. One wonders how he will deal with the debt, an obvious way is to use currency — devalue U.S. dollars. Jeff Gundlach Says Prepare for...