Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
The Meb Faber Show - Better Investing
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How's Your Macro Perspective Changed?
We've been through a couple of entering ones. We both graduated sor to write after the internet bubble, which feels like there's a couple rhymes with to day on some things going on. Anything that you've reallike really changed your opinion on, or that surprise you, or you spend a lot of time scratching your head about here? I think understanding that has probably been the biggest lesson that i've learned, and learned painfully along the way, in terms of managing risks in te portfolio. And so being able to be nimble, be quick, and not be overly stubborn in terms of how you managed risk in your portfolio has been, i think, the biggest thing that i
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