Just listening as I work so I haven't listened to the whole program. 14 minutes in, Bernstein mentions that safe assets should be held as T-bills (as opposed to bond funds) and that Buffet holds 20% in bills.
https://twitter.com/i/spaces/1rmGPgNWXRMKN?s=20
William Bernstein on Cash holdings (T-Bills)
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William Bernstein on Cash holdings (T-Bills)
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Re: William Bernstein on Cash holdings (T-Bills)
You will probably find this five part article interesting then.
https://www.idiosyncraticwhisk.com/search?q=bonds
https://www.idiosyncraticwhisk.com/search?q=bonds
Aussie GoldSmithPP - 25% PMGOLD, 75% VDCO
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Re: William Bernstein on Cash holdings (T-Bills)
Great listen. I seem to always enjoy Bernstein.
Thanks for posting.
Thanks for posting.
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Re: William Bernstein on Cash holdings (T-Bills)
joypog wrote: ↑Thu May 05, 2022 2:34 pm
Just listening as I work so I haven't listened to the whole program. 14 minutes in, Bernstein mentions that safe assets should be held as T-bills (as opposed to bond funds) and that Buffet holds 20% in bills.
https://twitter.com/i/spaces/1rmGPgNWXRMKN?s=20
Is there any date for the recording?
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
Re: William Bernstein on Cash holdings (T-Bills)
Yes, it was today, 5/5/2022. 

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Re: William Bernstein on Cash holdings (T-Bills)
joypog wrote: ↑Thu May 05, 2022 2:34 pm
Just listening as I work so I haven't listened to the whole program. 14 minutes in, Bernstein mentions that safe assets should be held as T-bills (as opposed to bond funds) and that Buffet holds 20% in bills.
https://twitter.com/i/spaces/1rmGPgNWXRMKN?s=20
This was quite good. Listened to it twice while doing no-mind work on my property this afternoon.
Bernstein (along with Michael Kitces) is on MY personal finance Mt. Rushmore!
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
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Re: William Bernstein on Cash holdings (T-Bills)
Does anyone else get this image in their head when listening to Bernstein?
The Dude

The Dude

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Re: William Bernstein on Cash holdings (T-Bills)
whatchamacallit wrote: ↑Sat May 07, 2022 12:12 am
Does anyone else get this image in their head when listening to Bernstein?
The Dude
No, since I have prior seen his pictures and have thought he was in his 70s:
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."