#51: Diego Parrilla On The Three Levels Of The Investment Game
Superinvestors and the Art of Worldly Wisdom
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Portfolio Construction Is a Theme Ters
Investing is not about having a crystal ball, i don't subscribe to it. Investors need a balance team that will do well across any conditions. Wherever the bull goes is going to be a very volatile game. I personally happen to be a big believer in gold because of its real acet nature. It could be a colluption o an inflationary or deflationary scenario. But you're adding defenders and go keepers under different scenarios. And thisdi ton of riscon grisco, you can be cn painted in a number of ways. You could go into frying pan, which is equities wen where valuations are very hot. Or you could arg ar agy
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