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Today’s Talk Your Book is brought to you by Dimensional Fund Advisors and BondBloxx
See here for more information on Dimensional Fund Advisors strategies and here for more information on BondBloxx strategies
On today’s show, we discuss:
DFA:
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Why all time highs are not bearish
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What it means to be a perma-bull
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Why diversification still matters
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Systematic investing in bull markets
BondBloxx:
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What private credit is
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What investors get wrong about CLOs
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Setting yield and income expectations
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CLOs vs high yield vs investment grade bonds
Animal Spirits:
Charts:
DFA:



BondBloxx:


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