
14. How to be a little less wrong – with James Aitken
The Allan Gray Podcast
Geopolitical Risk Overlay on Investment Portfolios
The importance of incorporating geopolitical risk into investment portfolios is discussed, along with the difficulty of valuation models in relation to geopolitics. The chapter also addresses the rise of home bias and concerns over Xi Jinping's dominance.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.