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Preparation Before Prediction (EP.03)

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Manage episode 287177030 series 2508179
Content provided by ReSolve Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ReSolve Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

22 episodes

Artwork
iconShare
 
Manage episode 287177030 series 2508179
Content provided by ReSolve Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ReSolve Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

22 episodes

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