October 3, 2020

Zach is joined by Kevin Muir, Owner of Wintor Capital and Author of the Macro Tourist Newsletter.  The two discuss the timing of the recovery going back to the end of March.  They also talk about the stimulus bill and adding to a 8-9 trillion dollar deficit this year.  Why not bail out student loans vs investors of the airlines and other companies who mismanaged their balance sheets.  Zach also gives a market update and discusses why the old school 60/30 or 70/30 Stock Bond portfolio is outdated.  Learn about Bulwark’s Bond Replacement Strategy at www.knowyourriskradio.com See omnystudio.com/listener for privacy information.