Meb Faber(@MebFaber):.@AB_insights Inigo Fraser Jenkins on why 60/40's diversification is broken: “If we're talking about long duration government bonds, I think it's likely they will not perform the diversifying role that they've performed historically.” “This post 2022 experience of a positive correlation of stock and bond returns actually looks more normal.” Listen: https://t.co/mfnaUo1DNT Watch:

Meb Faber

@MebFaber

Founder:@cambriafunds,@theideafarm Pod: Books: YT: Email: mf@cambriainvestments

Joined February 2009

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Meb Faber@MebFaber

2026.09.10 13:05

.@AB_insights Inigo Fraser Jenkins on why 60/40's diversification is broken: “If we're talking about long duration government bonds, I think it's likely they will not perform the diversifying role that they've performed historically.” “This post 2022 experience of a positive correlation of stock and bond returns actually looks more normal.” Listen: Watch: