The 60/40 portfolio (60% stocks, 40% bonds) faces a structural headwind for the next 5-10 years because the historical assumption that Treasury bonds provide a hedge during equity downturns is breaking down, with both equity and Treasury markets now falling together.

causalpending

Speaker

Tavi Costa

Evidence Quote

what we're seeing in terms of equity markets falling and the Treasury market also falling is something to be aware of [15:06]

Source

Gold to $20K? Tavi Costa on the Great Rotation That Will Reshape MarketsWealthion
Created: 8/12/2026, 10:26:29 PM

My Notes

Loading notes...