60/40 Portfolio vs Hedged Equity | CNBC Markets in Turmoil | Tired Fed Interest Rate Debate

60/40 Portfolio vs Hedged Equity | CNBC Markets in Turmoil | Tired Fed Interest Rate Debate

Author: Derek Moore June 23, 2025 Duration: 37:22

 

Derek Moore looks to answer the question on whether Hedged Equity or the 60/40 stock bond portfolio is a better fit given where we are and why. How bonds had a 40-year bull market but is it likely that is possible again given where we are? Later, looking at market returns after CNBC does their 'markets in turmoil' specials when markets are selling off. Plus, why debate about should or shouldn't the Fed lower rates is getting tired and does it even matter outside of housing?

 

Debate around Fed lowering rates

Impact of Fed rates on real estate housing market

Spread between 10-year treasury yield and the 30-year treasury bond yield

60/40 portfolio vs hedged equity portfolio

Dynamics of falling and rising interest rate environments

Short interest on the high side on the total US market

Contrarian indicators

 

 

Mentioned in this Episode

 

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com 

 

 

 


Derek Moore hosts Broken Pie Chart, a podcast that digs into the practical realities of managing money in a complex world. The name comes from the idea that traditional, rigid models for investing and planning often don't reflect real life. Each episode takes a specific concept-whether it's portfolio construction, market behavior, or preparing for retirement-and breaks it down into straightforward conversation. You'll hear clear explanations of economic trends and financial principles without the jargon, focusing on how these ideas actually impact personal and professional decisions. This isn't about hot stock tips; it's about building a durable understanding of how markets and the economy function. The goal is to provide listeners with a stronger foundation for their own financial choices, making seemingly opaque topics accessible and relevant. Tune in for a thoughtful, grounded perspective that challenges conventional wisdom and simplifies the complicated.
Author: Language: English Episodes: 100

Broken Pie Chart
Podcast Episodes
INTC vs NVDA | Prediction Markets Scam | Mag 7 Big Earnings Week [not-audio_url] [/not-audio_url]

Duration: 1:00:08
Derek Moore is joined by Mike Snyder and Shane Skinner to talk about semiconductors and the relative surprising performance of Intel vs Nvidia. Plus, they examine forward PE ratios and how stocks making new all-time high…