Strategic Investments in Commodities and Equities

This chapter explores the advantages of investing in commodity producer equities over direct commodity assets like gold or oil. It highlights research findings that indicate higher long-term returns and tax benefits, emphasizing improved portfolio management and risk assessment.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

In today’s episode, we sit down with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by billionaires like Ray Dalio.

Damien used to work for Dalio at Bridgewater Associates - the largest Hedge fund in the world with more than $160B under management, while Alex has over 20 years of experience managing billions of dollars for his clients. We discuss why, after years of research, Alex and Damien have concluded that a portfolio based on risk parity is the optimal structure for any investor.

IN THIS EPISODE, YOU'LL LEARN:

How to create a portfolio with a balance risk and reward for each investment
How to access the strategy used by Billionaire Ray Dalio
How this portfolio should endure any economic climate
Why each holding in your portfolio should be as uncorrelated as possible
What it’s like to work for Ray Dalio using “radical transparency”

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Risk Parity ETF (Ticker: RPAR)
Evoke Advisors
Check out our top picks for the Best Investing Podcasts in 2020
Stig: Twitter | LinkedIn
Trey: Twitter | LinkedIn

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Range Rover
Fundrise
AT&T
The Bitcoin Way
USPS
American Express
Onramp
SimpleMining
Public
Vacasa
Shopify

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests