The last 40 years have been an exceptionally strong period for a portfolio of stocks and bonds. With stocks performing well and bonds benefitting from a tailwind of constantly falling interest rates, a portfolio consisting of only the two asset classes has been all investors have needed. 

But a deeper look at market history reveals that there were significant periods where a standard stock and bond mix didn't serve investors well. 

In this episode, we take a deep dive into the concept of all weather investing with Eric Crittenden of Standpoint Funds. All weather investing seeks to hold a diverse portfolio of assets that have the potential to perform well across a wide range of economic environments, including the inflationary environments that have tripped up the standard 60/40 portfolio in the past. We discuss the benefits of an all weather portfolio, the process of constructing a portfolio to stand up to a wide range of potential environments and the role of behavior in building an all weather strategy. 

We hope you enjoy the discussion. 

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Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

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