All-In on the S&P 500 Worked for 18 Years | Jared Dillian on Why It's Still Wrong

Podcast: Excess Returns · Excess Returns

Opublikowano: 2026-09-08

Jared Dillian joins Matt Zeigler to discuss The Awesome Portfolio, his approach to asset allocation built around 20% each in stocks, bonds, gold, cash, and real estate. They explore how diversification, annual rebalancing, and managing volatility can help investors reduce financial stress and build a portfolio they can stick with through bear markets. Jared explains his "life hedge" concept, challenges conventional wisdom about stock market drawdowns, and shares how losing half his net worth during the financial crisis shaped his investing philosophy. Buy The Awesome Portfolio Book https://amzn.to/3Tf3of7 Topics...