Winning the Race

Winning the Race

Our favorite fund manager David Dredge made a return visit to the Macro Hive podcast, and again it was a joy to hear him discuss better ways to pursue compounding wealth. Two years ago we wrote Protect and Participate to share our common thinking about the investment...
Winning the Race

Diversifiers vs. Hedges

I’m starting with this chart because it matters:    Source: TS Lombard as of March 2023   What you are looking at is the rolling 10-year correlation between stocks and bonds. Correlation is a measure of the relationship or connection between two things. In...