Chris Cole, Artemis Capital Management - You Want To Diversify Based On How Assets Perform In Different Market Regimes | #317
The Meb Faber Show - Better Investing
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Is There a Lot in There?
The last year is such a beautiful example because it's literally every asset in your entire mix had a moment in the sun and shade, right? So like Q1 last year, you're like, thank God I have the long volatility and the bonds and gold fast forward to Q2 or 3. And this year, trend following is having a great year as you see some of these commodities prices go bananas to the upside on and on, right? There's a lot in there, that was a little bit of a rant, sorry. No, I mean, I think you're right and I should say, I know people who are in these pension systems, many of them are brilliant people
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