Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities | #406
The Meb Faber Show - Better Investing
The Cockroach Portfolio
The markets have had a nice run, particularly for the past decade or so. But really for the past three you talk a lot about cockroaches. And so you talk about this resilient portfolio being the cockroach portfolio. Tell us a little bit about what that is and would that be something that could survive an environment where the duration bull market maybe not look the same as it has? Yes, i think just as a kind of remainder for anyone lessening, croaches have been around for 350 million years. Thei never hate them, but they're a remarkably successful species,. much more successful than we are. By doubt it, they'll probably hev us.
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