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Roberto Croce - Trend and Carry Within Assets, Across Assets, and Over Time (S6E8)
Flirting with Models
The Importance of Concentration in Multi Asset Investing
I want to end the podcast by circling around back to the beginning, talking a little bit about your history. I think a lot of the themes in which you built your career within this industry remain the same. But other areas that seem to have changed is perhaps this idea that you don't as an investor need to check all the boxes and take extreme comfort. And I was wondering sort of as maybe one of the final points of the podcast, you could discuss a little bit your conviction in that new perspective.
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