Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Why Your Cash Drag Is Killing Portfolio Returns
In this episode of The Bear Market Podcast, Lucas and Luna explore the hidden tax of cash drag on long-term compounding. With the S&P 500 hovering near seven thousand six hundred seventy and the ten-year Treasury yield at four point eighty three percent, we ask a simple but difficult question: is holding dry powder actually costing you more than it protects you? We analyze how rising short-term rates have changed the calculus for idle cash, why traditional defensive positioning often underperforms during secular bull markets, and what specific behavioral biases keep investors from deploying…
The skinny
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