In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to it.

We discuss:

- Why the impressive historical returns of the US stock market may be an outlier
- The importance of looking at real returns vs nominal returns
- How to build a diversified portfolio to handle different economic scenarios
- The concept of "fractal diversification" in portfolio construction
- Rethinking sustainable withdrawal rates in retirement
- The pros and cons of using leverage in a diversified portfolio
- Unconventional investing beliefs that go against the mainstream

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