Fritz Meyer Economic Update, February 2019
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Enjoyed his comments about the impact of foreign holdings in the portfolio.
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Great webinar!
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Good as always but disagree w/ his take on avoiding certain asset classes based on their past under performance.
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Mic drop. Perhaps Fritz to speak to E. Fama & others @ DFA instead of Craig. Please keep this discussion rolling - don't just sweep it under the rug.
RE: ratings above:
1-Effective? as always, Fritz = yes
2-Objectives met & time appropriate? Much less on economy this month & (elephant in the room) much more on investing - not nearly enough time to cover both & to take questions.
3-Prereqs? I'd have liked some warning we'd be going there to do some pre-thinking
4-Relevant? "economic update"=50:50
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Incredible per usual. Tell Fritz to stop apologizing for running long. He should start saying, you’re welcome for the free bonus time!
