David Swensen Insight

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This week in WealthTrack’s series on Great Investors, Consuelo Mack features the never-before-aired portions of her wide-ranging interview with Yale’s renowned endowment chief, David Swensen. Among the topics covered are Swensen’s assessment of the new investment reality and where he is investing his and his family’s money. See the portion aired in May here.

In an interview on WealthTrack, David Swensen said:

TIPS (Treasurey inflation-protected securities)  should be in everyone’s portfolio … We got this massive fiscal and monetary stimulus, it is hard to see how that does not translate in to substantial inflation … down the road.

Much of the 22 minute interview is about Swensen’s (well-known) investment philosophy, his outlook about inflation appears in the last two minutes.


Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm applying David Swensen's insights for clients. He is also a regular contributor to Morningstar Advisor. To use his wealth management services, schedule a discovery meeting (phone call) with him.

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