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Here’s an interview I did with Jack Forehand and Justin Carbonneau on the Excess Returns podcast. We cover a huge amount of ground in this one including:
• Updated economic outlook
• Inflation outlook, tariffs, and the Fed’s “soft landing” challenge
• The importance of Fed independence and risks of politicization
• Immigration, demographics, and long-term disinflationary trends
• How AI is reshaping productivity, inequality, and the job market
• Defined Duration Investing and asset-liability matching
• Lessons from all-weather strategies and the Permanent Portfolio
• My new book and my favorite chapter about the “Forward Cap Portfolio”
Video Length: 01:07:12
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