Q&A with five investing experts: William Bernstein, Rick Ferri, Paul Merriman, Dana Anspach, Jonathan Clements, Jim Dahle (Karen Damato, moderator)
Chapters:
0:00 Introduction of Investing Experts
1:35 Taking advantage of higher interest rates with TIPS (Bernstein)
4:40 Returns on cash, extending bond ladders (Anspach, Dahle)
6:46 Inflation worries and hedges besides TIPS (Dahle, Merriman)
9:40 Delaying Social Security as an inflation hedge (Clements)
10:18 Inflation impact on retirees (Anspach)
11:30 U.S. stock market concentration, how to invest (panel)
16:21 Number of funds and asset classes to hold (panel)
19:41 Designing a portfolio you can stick with (panel)
22:24 Two key ways my thinking has changed over time (Bernstein)
24:54 Lump sum vs. dollar cost averaging (panel)
32:00 U.S. vs. international stocks (panel)
38:27 Individual bonds vs. bond funds (panel)
41:15 Collect Social Security early and invest? (Clements)
43:10 Muni bonds (Dahle, Anspach)
45:50 Products of note and new product wishes (panel)
Recorded on October 14, 2023.
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