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20min chapter
Show Us Your Portfolio: Cullen Roche
Excess Returns
Asset Classes and Insurance in Portfolio Construction
This chapter discusses the asset classes used in a portfolio, focusing on stocks and bonds. It also covers the role of insurance in portfolio construction and how cash can be considered a good insurance instrument in certain environments. The chapter ends with a question about their approach to bond allocation.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode