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Great video. Return assumptions are so critical and that is scary. Good analysis and general advice.
Thanks Kent.
A 4% real return when the 30 year tips is 2% is a 2% equity risk premium. This seems extremely low. 7 nominal, 5 real seems more common sensical
Thanks Mark, just curious… what software do you use to present?
Hi Daley, I use Ecamm live for screen sharing and GoodNotes for my whiteboard.
Thanks, clients must love it!
Great video. Return assumptions are so critical and that is scary. Good analysis and general advice.
Thanks Kent.
A 4% real return when the 30 year tips is 2% is a 2% equity risk premium. This seems extremely low.
7 nominal, 5 real seems more common sensical
Thanks Mark, just curious… what software do you use to present?
Hi Daley, I use Ecamm live for screen sharing and GoodNotes for my whiteboard.
Thanks, clients must love it!