Close Navigation
Learn more about IBKR accounts

Practical Lessons from Jason Buck | The Benefits of an All-Weather Investment Strategy

Posted February 6, 2025 at 9:30 am

Validea Capital Management

In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical “stocks only go up” mentality, they explore critical concepts like:

The real difference between offense and defense in portfolio construction

  • Why treating your portfolio as savings rather than a get-rich-quick scheme is crucial
  • Understanding real vs. nominal returns and why this distinction matters more than ever
  • The dangers of U.S. market exceptionalism and what we can learn from other markets’ struggles
  • How to think about portfolio construction like building a championship sports team
  • The critical concept of ergodicity and why averages can be deceiving

Using colorful analogies from the Dallas Cowboys’ infamous Herschel Walker trade to Dennis Rodman’s overlooked impact on the Chicago Bulls, this episode breaks down complex investment concepts into actionable insights. Perfect for investors wanting to move beyond basic diversification and build portfolios ready for whatever the future holds.

Originally Posed February 3, 2025 – Practical Lessons from Jason Buck | The Benefits of an All-Weather Investment Strategy

Join The Conversation

For specific platform feedback and suggestions, please submit it directly to our team using these instructions.

If you have an account-specific question or concern, please reach out to Client Services.

We encourage you to look through our FAQs before posting. Your question may already be covered!

Leave a Reply

Disclosure: Interactive Brokers Third Party

Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Validea Capital Management and is being posted with its permission. The views expressed in this material are solely those of the author and/or Validea Capital Management and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.