The Pomp Podcast cover image

#1069 Adam Kurkiewicz On How To Invest Like The Best Performing Endowment

The Pomp Podcast

00:00

The Dangers of Too Much Diversification

A, sorry, i forgot where i was going with that. A, in terms of, we can adita picking like risk versi adversification. So actually, if you look at most of these portfolios, they'r way over diversified. What are the dangers with too much divers nYes, it's that you can't generate elfa. I mean, we just, the math is unforgiving. You got four or five % a, you know, inflation rate. And we want to grow that in real terms, like, generaina zero interstrate environment.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app