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Preparation Before Prediction (EP.03)
Manage episode 287177030 series 2508179
Investors are often prone to “home-country” equity bias and other heuristics that leave them under-exposed to the world’s many diverse opportunities.
We discuss:
- The importance of global asset class diversity
- Ray Dalio and the “All Weather Portfolio”
- Making portfolios resistant to inflation and growth shocks
Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.
22 episodes
Manage episode 287177030 series 2508179
Investors are often prone to “home-country” equity bias and other heuristics that leave them under-exposed to the world’s many diverse opportunities.
We discuss:
- The importance of global asset class diversity
- Ray Dalio and the “All Weather Portfolio”
- Making portfolios resistant to inflation and growth shocks
Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.
22 episodes
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