This episode is the first part II our Show Us Your Portfolio series. When we originally spoke to Larry Swedroe, we were very intrigued by his use of illiquid alternatives within his portfolio. But we didn’t have time in the original interview to dig into the details of his strategy and the individual components of it. In this interview, we correct that. We discuss Larry’s overall view of alternatives, the unique sources of risk he uses within his portfolio and how he combines them together to build an optimal portfolio.
#alternativeinvestments #intervalfunds #larryswedroe
00:00 - Intro
02:29 - Thinking about the expected returns of stocks and bonds
08:21 - Building a portfolio that equally distributes risk
13:54 - The key criteria in evaluating alternatives
17:39 - What is an interval fund?
25:21 - Private credit
30:30 - Structured life settlements
34:47 - Will interval funds become available to average investors?
35:32 - Drug royalties
37:25 - Long-short factor investing
39:34 - Reinsurance
47:34 - Managed futures
51:08 - Evaluating Justin’s real estate investment
57:23 - Behavior and illiquid alternatives
01:02:41 - The future of interval funds
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