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Barron's LIVE

Looking to add something to your podcast queue for your 4th of July holiday weekend travels? Say no more, fam. I got you covered. 

Earlier this week, I joined Lauren Foster, Senior Writer at Barron's, for a fun 30-minute chat about the role of alternative investments in asset allocation. 

Some of the questions we tackled include:

  • It seems we write a eulogy for the 60/40 every year. Is it really dead this time?
  • What was the 60/40 portfolio originally designed to do and why isn't it working now?
  • What fits under the “alternatives” umbrella and why are they considered “alternative”?
  • Is now a good time for investors to consider adding alts?
  • How much of a portfolio should be in alts?
  • How do retail investors get alts exposure?

We also took some great listener questions at the end!

The episode is available now on all your favorite podcast players and linked to below as well:

The Role of Alternative Investments in Asset Allocation (Barron's LIVE)

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About the author

Phil Huber, CFA, CFP®

Phil is the Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager. Prior to joining Cliffwater in 2024, Phil was the Chief Investment Officer for Savant Wealth Management, a multi-billion dollar wealth management firm. Phil has been involved in the financial services industry since 2007. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago. More about me here. Twitter: @bpsandpieces

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