Excess Returns Podcast - April 2021
Eric, CIO of Standpoint, joins Jack Forehand and Justin Carbonneau on an episode of their podcast, Excess Returns.
- A key to a successful portfolio is finding the balance between avoiding big declines and avoiding envy when other investments are outperforming.
- Even though the expected return from bonds is very low right now, investors feel trapped because of the limited options outside of stocks and bonds.
- Unfamiliar markets such as carbon emission credits futures can be very profitable when included in a portfolio.
It’s also been one of the best trending vehicles for a decade now.
It’s not that I’m trying to be faster, smarter, or better than everyone else. I’m trying to earn that return.