Odd Lots: Cullen Roche on Building a Perfect Portfolio (Podcast)
Affected assets and topics
Why it matters
A 60/40 portfolio is no longer a reliable option due to high inflation, which has negatively impacted Treasury returns, forcing investors to reassess their asset allocation strategies.
Article tone
Expected market reaction
Market impact analysis based on bearish sentiment with 80% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 31376
Original source
For a long time, you could make plenty of money and sleep easy at night with a simple 60/40 portfolio. You put 60% of your money in stocks and 40% in Treasuries. The stocks generally went up. The Treasuries cushioned you during times of volatility and provided income. Then we got the worst inflation in 40 years, and the Treasury part of those portfolios got obliterated. So does it still work? And if not, how should an investor think about their own personal allocations to various asset classes.
Read the full article on Bloomberg
Original article published by Bloomberg on January 12, 2026. Analysis and insights provided by AnalystMarkets AI.