ALO02: Properly Diversifying a $1.6Trillion Portfolio ft. Sebastien Page
Top Traders Unplugged
The Importance of Goal Setting
Alan Weisman: In all jobs, you can get into a state of flow. He says it's not just positive emotion but feeling engaged and using your skills on tasks that are hard enough, but not too hard. "You want to develop metrics where people get rapid feedback," he says.
Alan Dunne is joined today by Sebastien Page to discuss how price shocks affect correlations, approaches to strategic asset allocation, how to position portfolios for the years ahead, the current outlook for equities their various sectors, investing in a rising interest rate environment, responding to unexpected regime shifts in the markets, defining and achieving utility maximisation, the merits and drawbacks of mean variance analysis, how to properly diversify a portfolio, the durability of treasury bonds, lessons from research on high performance individuals and teams, achieving a state of ‘flow’, and how to simplify complex financial topics.
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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In this episode, we discuss:
- Ever-changing market correlations
- Strategic asset allocation
- Responding to interest rate changes
- Achieving utility maximisation
- Mean variance analysis
- Portfolio diversification
- Treasury bonds
- High performance teams
- Simplifying complexity
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Episode TimeStamps:
00:00 - Intro
03:52 - Sebastien’s journey into the investment management industry
07:45 - How Sebastien’s book came about
09:39 - Current view on the markets
13:37 - How to position portfolios for the year ahead and beyond
18:41 - The current outlook for equities and the sectors within
19:43 - Investing in a rising interest rate environment
24:06 - Responding to unexpected regime shifts in the markets
27:04 - Approaches to strategic asset allocation
33:24 - Defining and achieving utility maximisation
37:48 - The merits and drawbacks of mean variance analysis
41:49 - Using scenario analysis
47:41 - Distributions during different market regimes
55:12 - How to properly diversify a portfolio
58:51 - The durability of treasury bonds
01:05:18 - Lessons from research on high performance individuals and teams
01:07:58 - Achieving a state of ‘flow’
01:10:58 - Simplifying complex financial topics
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2. Daily Trend Barometer and Market Score
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