Pinned
If you are curious about what we do and how we do it, and if it might help you on your investment journey, please take a look at this:
00:00
2 Gray Beards
330 posts
2 Gray Beards
@2GrayBeards
Macroeconomic Research Firm focused on investors with portfolios of high-six to high-seven figures. Run by @nickgiva1 & @dampedspring
Every Saturday before 3PM
Joined December 2022
- @dampedspring goes over Bank Deposits in a new Explainer.
- Hey, everyone @NickGiva and I @dampedspring are 2 Gray Beards. Our goal is to equip end investors to have better conversations with their financial advisors. Give us 20 minutes per week and you will be on your way. Visit 2GrayBeards.com for details.
00:00 - Nearly 15 months ago we started our real money account, which never trades without due warning and prior discussed reasoning. All broker statements are always provided every week. Performance is nice and steady, with a maximum drawdown of 1.92%. The account is always unlevered.
- @INArteCarloDoss has a great list of the reasons to be in cash. But the big kahuna which ties them all together is missing. Bond Term Premium is negative. All four need to go higher or the economy will continue to surprise on the upside. We think all four will go higher.
- If anyone hasn't seen @dampedspring's video on Gold and TIPS is it now publically posted on YouTube.
- Risk/Reward and the 2 Gray Beards Portfolio an Explainer youtu.be/_E8ys9uG5fw?si…
00:00 - What is 2GrayBeards.com About? Its 20 Minutes a week to help you have better conversations with your financial advisor. We manage a real life portfolio and make moves in our long only asset allocation. Here's what members have seen each week. Brief thread. Stocks:
- Episode 2 of Two Gray Beards is live on YouTube here. youtu.be/Na7wHaQNtuc Please leave any suggestions you may have here or in the comments.
- Our real money $1m account will start in September. What will the difference be Vs the current account? A few more macro options plays, some extra diversification into alternative assets and individual equities (when appropriate) and quite possibly some leverage when we feel it
- All our orders from Saturday's episode were filled at our limit levels, apart from SHY. We bought USFR with proceeds, as advised. We wish you all a lovely Thanksgiving holiday. Back with you next Saturday or earlier by email, if necessary.
- Clients if you are interested in learning how to buy Cash Bonds on Interactive Brokers you can find that information here: 2graybeards.com/cash-bonds/