Is 60/40 Too Risky Once You’re Wealthy? - David Stein

Today we’re thrilled to welcome David Stein, former chief investment strategist at institutional advisory firm FEG and host of the Money for the Rest of Us podcast. David spent close to two decades advising endowments, foundations, and institutional clients before turning to teaching individual investors how markets work and building the market analysis tool Asset Camp.

In this conversation, David makes the case that a 60/40 portfolio is too risky when the goal is preserving generational capital, explains how the S&P 500 has drifted toward a concentrated, AI-heavy benchmark trading near record valuations, and walks through his own “asset garden” - a portfolio of roughly 20% stocks alongside gold, crypto, private capital, preferred stocks, closed-end funds, and catastrophe bonds.

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