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Episode 166 has a radio show format. We cover a variety of topics, even Meb\u2019s investment portfolio:\nBonds, stocks, and valuation\n\nA Tweet from Movement Capital showing the various phases on 10-Yr Treasury return. Annualized Real total return from 1-1926 to 9-1981 was flat. 9-1981 to 1-2013 annualized a real return of 6.67%. Those two periods aren\u2019t captured in the total real return from 1-1926 to 9-1981 of 2.38%.\n\nNegative yielding bonds, and the case for investing in them.\n\nFrom strategies outlined in the Global Asset Allocation book: The average yearly spread between the best and worst performing strategies was 18%. From 1973-2018, the spread between the best and worst performers was 2%.\n\nEmerging and foreign developed stock markets remain inexpensive relative to US stocks.\n\n\xa0\nThere\u2019s this and plenty more in episode 166.\nLearn more about your ad choices. Visit megaphone.fm/adchoices