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#32: Christopher Cole On Appreciating Risk
Superinvestors and the Art of Worldly Wisdom
The Risk of Recency Bias in the Next Recession
I've suggested that it's disingenuous at best for the Fed to say we're going to create a wealth effect, but we're not playing any role in wealth inequality. I came up with a new asset allocation strategy that is actually quite counterintuitive compared to what the average pension system is doing. Every single market cycle of this portfolio consistently performs outperforms the traditional 6040 retirement portfolio or more complex portfolios like risk carry. It comes down to this concept, I call it the law of cosmic duality, it's kind of a new agey name. If you have stocks, if you have a position in stocks, private equity is much more powerful if it's combined with an allocation to
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