
Ep. 63 - NZS Capital: Complexity Investing
The Investing City Podcast
00:00
Predicting the Future Is Virtually Null
The world operates on a really wide perameter of outcomes. We have no idea what to morrow holds, we just like to trick ourselves into thinking it's going to look a lot like what we just live through to day. So when you give up that illusion that you can predict the future, then how do you construct a portfolio? The heart of the philosophy is this resilience and optionality.
Transcript
Play full episode