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Good presentation.
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It's always enjoyable to listen to Craig speak about the benefits of diversification and the 7/12 portfolio. The first half of the presentation was very academically-oriented and a bit dry. The second half was much more practical and useful in everyday applications. I understand that Craig needed the first half to lay the groundwork for the second half, and he said as much. That being said, it was another good webinar and every time Craig does the 7/12 review, I learn something new.
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a bit dry and did not agree with the analysis very subjective and I did not see where/how the time periods were selected and saw no evidence presented to indicate we would have any reason to believe the observations would persist going forward - MPT seems to refute these conclusions.