
140: The unspoken truth about strategy (Monday Morning 8 a.m. #21)
The Strategy Skills Podcast: Strategy | Leadership | Critical Thinking | Problem-Solving
00:00
The Ugly Truth About Diversification
In a well diversified portfolio, you're always going to have one class of assets performing miserably. Any co that tries to truly diversify is basically putting our capital into things that are not going to make money. So how do you truly diversify? There's another way to diversify. What if your earnings in your other class of investments are just static, that is, gog in one direction? And i did a lot of this work with utilities,. This was before, this was when climber change was still a big issue, but before people figured out how to do it well. The latest developments in utility strategy and least cost planning. They want to know which source of
Transcript
Play full episode