{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Navigating Wealth","title":"Is 60/40 Too Risky Once You’re Wealthy? - David Stein","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/96e6a8da\"></iframe>","width":"100%","height":180,"duration":3310,"description":"Today we’re thrilled to welcome David Stein, former chief investment strategist at institutional advisory firm FEG and host of the Money for the Rest of Us podcast. David spent close to two decades advising endowments, foundations, and institutional clients before turning to teaching individual investors how markets work and building the market analysis tool Asset Camp.\nIn this conversation, David makes the case that a 60/40 portfolio is too risky when the goal is preserving generational capital, explains how the S&P 500 has drifted toward a concentrated, AI-heavy benchmark trading near record valuations, and walks through his own “asset garden” - a portfolio of roughly 20% stocks alongside gold, crypto, private capital, preferred stocks, closed-end funds, and catastrophe bonds.\n🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1\nDiscover More From Long Angle\n👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast\n👉 Beyond Wealth Newsletter: https://langle.co/bwnews\n👉 Research & Studies: https://www.longangle.com/research\n━━━━━━━━━━━━━━━━━━━━\nResources & Links\n👥 Become a Member: longangle.com/navigatingwealth\n📤 Get Episode Release Notifications: https://www.longangle.com/navigating-wealth-podcast\n━━━━━━━━━━━━━━━━━━━━\nSocials\n💼 LinkedIn: https://www.linkedin.com/company/long-angle\n🅧 Twitter/X: https://x.com/LongAngleHNW\n📸 Instagram: https://www.instagram.com/longanglehnw/\n📘 Facebook: https://www.facebook.com/longanglehnw\nLong Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities and ambitions.\nHosted by the founders of the Long Angle community, Navigating Wealth explores how experienced investors, founders and operators approach the real questions wealth creates, from private markets and capital allocation to...","thumbnail_url":"https://img.transistorcdn.com/nzGbYWHlgoCy6Gn9GC7xw5zI32Zjq5Y2STboqrIQs4Y/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80YjY3/NTkzZjNlNjUwMzIx/MDdmOGQ5Y2UxZDFl/NGQ1Yi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}