The Asset Allocator: A Cheesy Idea

Published: Feb. 5, 2020, 10 a.m.

Amidst so much market commentary offering just a nano-second of value, I was more impressed with a silly video from a California-based pizza parlor titled “What Happens When A Cordon Bleu Trained Chef Tries Shakey’s Pepperoni Pizza?” This podcast (5:31) suggests that the distance between Cordon Blue and Shakey’s really isn’t that far when less money is sloshing around, as will eventually be the case, and argues that now is the time to look to accumulate shares of the slow, steady earners that people cling to in meaner times. Learn more about your ad choices. Visit megaphone.fm/adchoices