--- title: City Different Investments Blog | Vin Walden description: "Professional Roles: Thornburg Investment Management, Lehman Brothers, Všeobecná úverová banka, a.s. Education: MBA, Columbia University Education: BSBA, Boston University" --- [![City Different Investments](https://blog.citydifferentinvestments.com/hubfs/raw_assets/public/City_Different_Investments_September2021/images/CDI-Logo.svg "City Different Investments")](https://citydifferentinvestments.com/) Menu - About - [Our Story](https://citydifferentinvestments.com/our-story/) - [People](https://citydifferentinvestments.com/people/) - [Community Commitment](https://citydifferentinvestments.com/community-commitment/) - [Strategies](https://citydifferentinvestments.com/strategies/) - [Fixed Income](https://citydifferentinvestments.com/strategies/fixed-income/) - Municipal Bond - [Short-Term](https://citydifferentinvestments.com/strategies/fixed-income/short-term-municipal-bond/) - [Limited-Term](https://citydifferentinvestments.com/strategies/fixed-income/limited-term-municipal-bond/) - [Intermediate-Term](https://citydifferentinvestments.com/strategies/fixed-income/intermediate-term-municipal-bond/) - 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Education: MBA, Columbia University Education: BSBA, Boston University - ##### FEATURED POSTS [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20AI%20bubble.png)](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) September 24, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [The Avalanche Theory of Investing](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [Rolf Kelly](https://blog.citydifferentinvestments.com/author/rolf-kelly) There's a particular thing the mountains teach you if you spend enough time in them: You can't outrun an avalanche from inside one. The work is in not being on the slope when one comes down. After a... [Read](https://blog.citydifferentinvestments.com/the-avalanche-theory-of-investing) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20AI%20bubble%20(2).png)](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) September 15, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [About the Firm](https://blog.citydifferentinvestments.com/tag/about-the-firm) ## [Diversifying Away From AI](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) ![ Connor Browne](https://blog.citydifferentinvestments.com/hubfs/Connor-Browne-crop.png) [Connor Browne](https://blog.citydifferentinvestments.com/author/connor-browne) When someone starts to worry that AI valuations have run too far, the instinct is to ask whether now is the time to get out. I understand that instinct, and it’s not a bad one. The issue we’re... [Read](https://blog.citydifferentinvestments.com/diversifying-away-from-ai) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20Copy%20of%20Postcard%20from%20china.png)](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) September 08, 2026 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) ## [Time to Panic about Bonds?](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) ![ Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/hubfs/Screenshot%202024-04-10%20at%209.47.57%20PM.png) [Chris Ryon and Sweta Singh](https://blog.citydifferentinvestments.com/author/chris-ryon-and-sweta-singh) The financial press has found its story du jour: “The Death of the Safe Haven: How to Fix Your Bond Strategy as Yields Rise.” Nothing sells quite like fear (even though bond yields are indeed scary... [Read](https://blog.citydifferentinvestments.com/time-to-panic-about-bonds) Filter by: ALL BLOG POSTS [All Posts](https://blog.citydifferentinvestments.com/) [Active Management](https://blog.citydifferentinvestments.com/tag/active-management) [Domestic Equity](https://blog.citydifferentinvestments.com/tag/domestic-equity) [Fixed Income](https://blog.citydifferentinvestments.com/tag/fixed-income) [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) [Informed Investor](https://blog.citydifferentinvestments.com/tag/informed-investor) [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies) [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights) [Week In Review](https://blog.citydifferentinvestments.com/tag/week-in-review) Archives: Select Month [September 2026](https://blog.citydifferentinvestments.com/archive/2026/09)[August 2026](https://blog.citydifferentinvestments.com/archive/2026/08)[July 2026](https://blog.citydifferentinvestments.com/archive/2026/07)[June 2026](https://blog.citydifferentinvestments.com/archive/2026/06)[May 2026](https://blog.citydifferentinvestments.com/archive/2026/05)[April 2026](https://blog.citydifferentinvestments.com/archive/2026/04)[March 2026](https://blog.citydifferentinvestments.com/archive/2026/03)[February 2026](https://blog.citydifferentinvestments.com/archive/2026/02)[January 2026](https://blog.citydifferentinvestments.com/archive/2026/01)[December 2025](https://blog.citydifferentinvestments.com/archive/2025/12)[November 2025](https://blog.citydifferentinvestments.com/archive/2025/11)[October 2025](https://blog.citydifferentinvestments.com/archive/2025/10)[September 2025](https://blog.citydifferentinvestments.com/archive/2025/09)[August 2025](https://blog.citydifferentinvestments.com/archive/2025/08)[July 2025](https://blog.citydifferentinvestments.com/archive/2025/07)[June 2025](https://blog.citydifferentinvestments.com/archive/2025/06)[May 2025](https://blog.citydifferentinvestments.com/archive/2025/05)[April 2025](https://blog.citydifferentinvestments.com/archive/2025/04)[March 2025](https://blog.citydifferentinvestments.com/archive/2025/03)[February 2025](https://blog.citydifferentinvestments.com/archive/2025/02)[January 2025](https://blog.citydifferentinvestments.com/archive/2025/01)[December 2024](https://blog.citydifferentinvestments.com/archive/2024/12)[November 2024](https://blog.citydifferentinvestments.com/archive/2024/11)[October 2024](https://blog.citydifferentinvestments.com/archive/2024/10)[September 2024](https://blog.citydifferentinvestments.com/archive/2024/09)[August 2024](https://blog.citydifferentinvestments.com/archive/2024/08)[July 2024](https://blog.citydifferentinvestments.com/archive/2024/07)[June 2024](https://blog.citydifferentinvestments.com/archive/2024/06)[May 2024](https://blog.citydifferentinvestments.com/archive/2024/05)[April 2024](https://blog.citydifferentinvestments.com/archive/2024/04)[March 2024](https://blog.citydifferentinvestments.com/archive/2024/03)[February 2024](https://blog.citydifferentinvestments.com/archive/2024/02)[January 2024](https://blog.citydifferentinvestments.com/archive/2024/01) [![](https://blog.citydifferentinvestments.com/hubfs/custom-video-thumbnails/Copy%20of%20philosophy.png)](https://blog.citydifferentinvestments.com/global-turns-3) January 06, 2025 | ## [Global Equity Strategies Turn 3!](https://blog.citydifferentinvestments.com/global-turns-3) ![ Vin Walden](https://blog.citydifferentinvestments.com/hubfs/D2000177-Edit-2-1.jpg) [Vin Walden](https://blog.citydifferentinvestments.com/author/vin-walden) [Read](https://blog.citydifferentinvestments.com/global-turns-3) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20lull.png)](https://blog.citydifferentinvestments.com/value-investor-insight-article-in-transition) December 12, 2024 | [Featured](https://blog.citydifferentinvestments.com/tag/featured), [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Value Investor Insight Article "In Transition"](https://blog.citydifferentinvestments.com/value-investor-insight-article-in-transition) ![ Vin Walden](https://blog.citydifferentinvestments.com/hubfs/D2000177-Edit-2-1.jpg) [Vin Walden](https://blog.citydifferentinvestments.com/author/vin-walden) Trouble viewing the article? Click for pdf version [Read](https://blog.citydifferentinvestments.com/value-investor-insight-article-in-transition) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Copy%20of%20why%20bonds%20now.png)](https://blog.citydifferentinvestments.com/wall-street-transcript) April 24, 2024 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Wall Street Transcript Interview](https://blog.citydifferentinvestments.com/wall-street-transcript) ![ Vin Walden](https://blog.citydifferentinvestments.com/hubfs/D2000177-Edit-2-1.jpg) [Vin Walden](https://blog.citydifferentinvestments.com/author/vin-walden) Vin Walden recently sat down with the Wall Street Transcript to discuss potential dangers lurking in the stock market. Find out which companies he thinks investors should avoid. Electric Cars and AI... [Read](https://blog.citydifferentinvestments.com/wall-street-transcript) [![](https://blog.citydifferentinvestments.com/hubfs/Copy%20of%20Blog%20image.png)](https://blog.citydifferentinvestments.com/the-central-european-investment-landscape) August 15, 2022 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Interest Rates](https://blog.citydifferentinvestments.com/tag/interest-rates), [Inflation](https://blog.citydifferentinvestments.com/tag/inflation), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [The Central European Investment Landscape](https://blog.citydifferentinvestments.com/the-central-european-investment-landscape) ![ Vin Walden](https://blog.citydifferentinvestments.com/hubfs/D2000177-Edit-2-1.jpg) [Vin Walden](https://blog.citydifferentinvestments.com/author/vin-walden) We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to... [Read](https://blog.citydifferentinvestments.com/the-central-european-investment-landscape) [![](https://blog.citydifferentinvestments.com/hubfs/Add%20a%20heading%20(1).png)](https://blog.citydifferentinvestments.com/value-investor-insight-article) June 27, 2022 | [Market Insights](https://blog.citydifferentinvestments.com/tag/market-insights), [Portfolio Holdings](https://blog.citydifferentinvestments.com/tag/portfolio-holdings), [Investment Strategies](https://blog.citydifferentinvestments.com/tag/investment-strategies), [Invest Different](https://blog.citydifferentinvestments.com/tag/invest-different), [Global Equity](https://blog.citydifferentinvestments.com/tag/global-equity) ## [Value Investor Insight Article](https://blog.citydifferentinvestments.com/value-investor-insight-article) ![ Vin Walden](https://blog.citydifferentinvestments.com/hubfs/D2000177-Edit-2-1.jpg) [Vin Walden](https://blog.citydifferentinvestments.com/author/vin-walden) Trouble viewing the article? 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