Jeff Blazek

speaker

496 appearances 1 recordings 1 series first heard Feb 2026 last heard 13 Feb

Jeff Blazek’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

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How I Invest with David Weisburd · E304: Neuberger Berman Co-CIO on Mistakes Smart Investors Make · 13 Feb 2026 podcast

Whereas if I got involved in 2000 to 2010, and I was sitting in cash watching everyone else make money for five years before, suddenly I decided to not only dip my toe, but throw every dollar I have into a huge equity risk portfolio.

Just put it in.

I would have five to eight years of a lot of just asking questions like, what the hell have we done here?

I just, I think going from cash to equities, phasing it in is a natural and logical way to do it.

And by the way, with our 401ks, we as individual investors, what's great about having 6% of your paycheck put in every month is this is the true dollar cost averaging where you get a methodical gradual ramp up in your wealth and equities.

I think it's a very different, there's just a lot more entry risk if you do something from cash to equities at a given point in time.

But even if you do that, then 10, 15, 20 years from now, it'll still be a good decision.

Let's just make that first five years a lot easier.

Yeah, it's a sequence of returns.

Just even though we know, given we're very mathematical, in the long run, it shouldn't matter.

The sequence of returns does matter.

There are other options in terms of lower risk, lower equity orientation strategies driven more by yield, as well as liquid diversifiers that can give you returns that exceed treasuries, where you can study the interaction of these, understand their risks, because they're not without risk, but they have a different type of risk than equity risk.

And you can diversify these exposures in a way where you can earn a return superior to treasuries.

I do think treasury should still be a key component of it.

But yeah, I mean, this should not be a plain vanilla treasury ladder portfolio day one.

You can do other things that are lower equity risk, but still decent returning strategies.

Well, yeah, that's why I think that you want to keep some treasuries for liquidity purposes.

But I do agree with you.

I think that you would want to be doing some other yield enhancement strategies to try to beat treasuries.

I do think treasuries, as an allocation by themselves, they are doomed to underperform inflation.

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