Money For the Rest of Us · Wednesday, October 21, 2026
Due to valuation risks and questions over whether profit margins will expand or shrink, the host reveals they have underweighted U.S. stocks. Instead, the host highlights non-U.S. stocks, small cap stocks, and Treasury Inflation Protected Securities yielding over 2% as more attractive investment areas.
“I tell you what I've done, I've underweight U.S. stocks. I still have exposure. But AI is going to benefit all companies around the world. And so I've emphasized Areas that are more attractive.”
“treasury inflation protection securities are yielding over 2%. One can invest in a bullet share. TIPS ETF by iShares that has a fixed maturity date.”