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Lessons from the Soviet Union and the Flight to Safety | Simon Mikhailovich
Hidden Forces
You Can't Predict the Future, but You Can Prepare
Simon: I'm curious how you approach finding a safe haven asset. How do you think about portfolio construction? Some amount that you want to have in safety, what you consider to be a safe asset? What you look for, what attributes? And then to what degree do diversify into some kind of yield generating asset? simon: Well, i'm not in the business of investing more. But when i concluded, or came to some of the conclusions that i shared with you to day, i said, well, it's not a game i want to keep playing. And so i went looking for essentially substances, or assets, or ideas along the lines that you're talking about
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