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Ep11 - Ray Dalio| Principles: Life and Work

Talks at Google

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What's Your Believability Score?

I'd want to know what the views that undermine open discussion are. What the merit is and find out what that what how why would you not have that open discussion? I'm a big believer in value investment, my beliefs being kind of formed by reading of the books by Ben Graham and Cedek Larmon. But under the recent get at the book by David Svensson and he mentions that the biggest determinant in portfolio returns is not stock picking but capital allocation  what's your views on that.

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