Welcome back. While a traditional 60/40 portfolio of stocks and bonds has been one one of the most widespread investing strategies for decades, millennials are opting for a different approach. Leslie Picker here is here to tell us what that approach is.Leslie. Yeah, David. Apparently, stocks and bonds are for boomers.Millennials are way more invested in alternatives than the older cohorts. The generation with birthdays between 1981 and 1996 has about 20% of their portfolios allocated to alts areas like priv ...

Past valuation multiples of public equities are a very misleading metric for investors today.Not only do public equity valuations now have a monetary premium that didn't exist decades ago, but the actual companies are significantly more efficient, productive, and continue to grow at a pace previously thought impossible.Better companies + monetary premium = higher multiples ...

Singapore’s Temasek Holdings has invested more into public equities in the last 18 months than it traditionally has done, according to CEO Dilhan Pillay https://t.co/QWxGJDCnWj ...

Market Overview - Markets are at all-time highs, with public equities outperforming [1] - Individual investors are driving market performance, marking the rise of the retail investor [1] Event Details - The Independent Investor Summit is scheduled for September 12th in NYC, focusing on self-directed investors [1] - The summit will feature macro insights, market predictions, and actionable investment ideas [1] - Speakers include various public market investors such as @jvisserlabs, @ChrisCamillo, @ericjackson, @DariusDale42, @dgt10011, @MazzaDave [2] - The event is targeted towards those who believe retail investors are ahead of Wall Street [2]

Crypto Market & Public Equities - Discussion on public equities related to crypto [1] - Insights on bitcoin mining companies [1] - Analysis of the new wave of retail investment, exemplified by $OPEN [1] Regulatory Landscape & Government Involvement - Examination of the recent staking decision from the government [1] - Outlook on the US government potentially buying bitcoin [1] - Assessment of the government's relationship with stablecoins [1] Bitcoin & Market Cycles - Consideration of whether the 4-year cycle in the crypto market is over [1] Company Strategy & Potential Risks - Overview of VanEck's ongoing projects and developments [1] - Identification of potential risks in the crypto space [1] Other Notable Points - Mention of TEPCO, a Japanese utility company, and reasons for its stock surge [1]