Episode notes
Dr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.