Dylan Grice, Calderwood Capital – Popular Delusions, The End of Duration & Esoteric Investment Opportunities | #406
The Meb Faber Show - Better Investing
Is This a Good Portfolio Solution?
You have to decide what you want from your portfolio. And that's a function o two things, franklas, function of your age,. the order you get less volitilityyu want take less rest. You've got to decide which part of that part abot, which side of the bar bell you're on. Most people don't want the entirepo peple that impeccable cacold heera, i think in this environment is more important than ever. I was reading when you quotes that you kind of just reference a minute ago, and said, what rose furthest in the golden age, government corporat bonds, public equities, private equity, venture and
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