“I mean, Morgan Stanley went from 60-40 equities, bonds to 60% bonds, 20% or I mean, 60% equities, 20% bonds, 20% gold, which is pretty amazing for one of the biggest US wire houses.”

BTC Sessions · "The Markets Are In Denial" But Not For Long | Lepard & Valek

Play from 4:17

4:17

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

rebalanced its flagship portfolio from a 60% equities / 40% bonds mix to a 60% equities, 20% bonds, 20% gold allocation

60% equities, 20% bonds, 20% gold

“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”

♫

Said on The SME Stream

2026-10-20

Why it worked 80% equities, 20% debt Share this moment

“Equities down 20.5%, bonds down 60.2% and then daily correlation was negative 0.01. No correlation, but they still managed to fall, both of them.”

♫

Said on Top Traders Unplugged

2026-10-31

Hard number Equities down 20.5%, bonds down 60.2%, daily correlation -0.01 Share this moment

“They've got about 57% of their portfolio that are invested in equities and stocks, about 8% in bonds”

♫

Said on The SME Stream

2026-10-21

Hard number 57% equities, 8% bonds Share this moment

“We have a 400-stock portfolio, which is an expression of about 20 or 25 themes… like a bond portfolio with 20 maturities”

Django Davidson

The Master Investor Podcast with Wilfred Frost · 2026-10-13

Growth tactic 400 stocks, 20-25 themes Share this moment

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