How Are Rising Yields Impacting Retirement Portfolios?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 19 March 2021

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

DB- Mar18,2021. Ramsey Smith, founder and CEO of ALEX.fyi, returns to Real Vision to share with managing editor Ed Harrison his economic outlook and his views on how the advent of COVID-19 has changed retirement portfolio construction as well as the nature of the annuities business. Smith notes that rising rates is good for the life insurance business because it is, like banking, a business that depends heavily on spreads. Smith thinks that the liquidity coming from stimulus will be helpful to markets. Lastly, Smith and Harrison explore to what degree society will return to “normal” as the economy re-opens. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	A new energy-efficient boiler from British gas can save you up to 22% on gas bills.
0:04.9	That's a 22% saving on warm nights in.
0:08.7	Cozy cats.
0:13.1	And shower discos.
0:16.3	Save money with a new energy-efficient boiler from British gas.
0:19.4	And you can even spread the cost with up to four years interest-free credit.
0:23.0	Such British gas, new boiler.
0:25.1	Credit subject to status.
0:26.3	Credit broken utter lender using panel of lenders for saving sea website.
0:30.4	Rates up globally after fed policy statement.
0:45.9	Oil prices down and stocks down too.
0:48.9	Let's talk about that and more in the context of retirement savings with Ramsey Smith
0:55.7	founder and CEO of Alex.
0:58.0	FYI Ramsey welcome back to real vision.
1:01.4	Thanks it's been that's been too long it's great to be back.
1:04.7	Yeah very good to talk to you you know as you were saying to me right before you got on
1:10.4	we're a macro shop we care a lot about macro but we also care about our personal finance
1:17.9	and you're someone who knows a little bit about that having worked at Goldman with insurance
1:23.2	companies and now you know a founder and CEO of Alex.
1:26.8	FYI maybe before we get into what's going on in the markets and how we've got to think about
1:33.5	our retirement based on that you can give us a little background on what you do at Alex.
1:39.1	FYI so we are we're a retirement solutions company we started out focusing on direct
	...

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