Jean-Pierre Aubry

speaker

560 appearances 1 recordings 1 series first heard Jul 2026 last heard 23 Jul

Jean-Pierre Aubry’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Rational Reminder Podcast · The State of Retirement Research | #419 (Jean-Pierre Aubry) · 23 Jul 2026 podcast

You can still do active investment and other things.

Yeah.

That debate is for a different time.

But I do agree, now is a weird time in the broader stock market.

Also, with some of the concentration issues, I can kind of appreciate the argument against indexes a little bit more than I used to, given the current situation.

He comes in with his ramen noodles every day, clicks one button, and goes, oh, yeah, something like that.

Yeah, he doesn't have to defend himself in meetings.

It's easy.

It jives with our own work from before, showing that allocating away from vanilla spots and bonds towards alternative asset classes has been a net negative.

It jives with the more recent research coming out of Harvard

and USC by Emil and Julianne, tries to understand the reasons for this shift, which seems to be kind of a consultant class.

And I think importantly, it pushes against the main argument whenever analysts try to look at specific periods to argue against public plan investments.

One argument refuting that is always the public plan say, hey, you're cherry picking your period.

I am sympathetic to that argument.

And so I think in a really important aspect of what we did was trying to look at all different periods over time.

Because you can always say something about a given period, the context, what's happening in the world markets.

We try our best to kind of nip that in the bud with our approach.

I don't think it's hard also for the average individual who kind of follows these asset classes at some level.

to feel this too.

It's not hard to find a story of private equity not being able to offload their assets, having tons of dry powder, not finding investments of only top or top performers actually doing well.

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