Feb 16, 2021
Joe Kalish, chief global macro strategist at Ned Davis Research, says that investors using the standard 60-40 stocks-to-bonds asset allocation need to reconsider their strategy because bonds will not deliver historic results in the future. Kalish suggests putting 20 percent of the bond weighting into alternatives, including real estate investment trusts and dividend-paying stocks. Kalish also discusses the return of inflation and where it goes from here, and gives his outlook on the market for 2021. Also on the show, David Trainer of New Constructs.puts Beyond Meat in 'the Danger Zone,' saying its 'fundamentals are beyond ridiculous and its valuation is beyond absurd,' Greg McBride, chief financial analyst at BankRate.com discusses a survey showing that barely half of Americans have more in emergency savings than they are facing in credit-card debt, and Bryan Lee of Blue Zone Wealth Advisors talks stocks in the Market Call.