Episode 33

The Future of Investing: AI, Productivity Gains, and Portfolio Bonds - 08/09/2025

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August 9th, 2025

52 mins 50 secs

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market timing reversion to the mean market beta market pullback momentum investing investment process volatility reduction goldilocks market closed-end investment companies credit spread risk-return relationship credit rating bond rating agencies bond maturity junk bonds high-yield bonds risk in bonds household accounts traditional ira roth ira ira bonds capital gains taxation bond market fluctuations us treasury auction federal reserve debt monetization government deficits asset preservation income growth client priorities risk tolerance bond portfolio inflation real interest rates etfs mutual funds derivatives investment products equity cds government bonds corporate bonds cash stocks vs. bonds asset classes fixed income bonds ai safety ai ethics staffing job descriptions note-taking ai compliance logs ai efficiencies higher education gro microsoft copilot google notebook chatgpt ai applications ai thinking partner price-earnings multiple expensive market 10-year note nasdaq s&p 500 market update ai productivity gains artificial intelligence (ai)

About this Episode

Join John Berkley and Sheena Hanson where they discuss Artificial Intelligence (AI) and its influence on market valuations, noting its potential for "enormous productivity gains". Sheena shares practical examples of using AI daily as a "thinking partner" for tasks like packing lists and compliance logs.
The episode also delves into bonds, describing them as a "very, very misunderstood" asset class. They clarify bonds as a lending asset, explaining their historical underperformance due to inflation and their integral role in portfolios for income and stability, while detailing their varying risks and tax implications.