401(k) Fridays Podcast

We break new ground today on the podcast as we talk about FOMO, catching falling knives, Uncle Warren and chewing glass.  My guest today is John Allen, CFA the Chief Investment Officer at Aspirant.  We also hit on some other great concepts such as why it is important to understand vs. observe what your investment managers are doing, thoughts on the impact of investment bubbles in the short, medium and long term.  I also have a new word for my vocabulary, conflate, John makes some insightful observations about how that term applies to risk and return for some people which dovetails nicely into some other thoughts on whether some traditional guidance 401(k) participants get, still makes sense. Finally, John makes some not so rosy predictions for what the next seven to ten years could look like for investors and why that matters to 401(k) plans and participants. Not always fun to consider, but definitely worth the listen.   Before we get started, a lot of the topics John and I cover on the podcast came from the