As you read this, I am having breakfast in the sky, on my way to the Financial Planning Association’s national conference in Denver, Colo. Before the conference begins, I will be spending the afternoon at Janus Funds’ headquarters, attending a training session for advisors called “The Art of Wow.” I have to say, the title alone impresses me.
So I thought I’d take this opportunity to review a great recent breakfast with portfolio sage and fundamental index founder Rob Arnott. We met in August for some sublime oatmeal (yes, oatmeal can be sublime) in midtown Manhattan to discuss portfolio strategy and wound up talking about how you can be right and still lose money. Surprise, surprise—we were talking about lessons from the market meltdown. It’s amazing how that has become the scab that doesn’t heal; we pick and pick at it, trying to understand how we all got hurt, whether we were ourselves overextended or just collateral damage.
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