2min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH005: Meet the Master w/ Aswath Damodaran

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is Your Portfolio Overexposed?

I think we also need to hedge against our own stupidity and ignorance and over confidence, knowing that the future has turned out to be unknowable so many times before. So let me at least construct a life and a portfolio that as somewhat anti fragile in the face of my own haplessness and ignorance. I'm making a betton tech, whether i say so or not, making a bet on tech collectively as a sector. When 80 percontal money is in us. Stocks and globaly, only 37 % of market cab is in the us. Whether i like it or not, i've a domestic bias in my portfolio. Those biases, i'm not saying you aned

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