AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Investing Experts
Don't rely on past performance
Feb 26, 2024
Portfolio strategies, combining offense and defense, and criticism of the 60-40 approach. International markets and ETFs discussion. Warning against too much focus on stock picks and past performance.
36:09
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Balancing offense and defense in portfolios is crucial for investment success.
- Avoid relying solely on past performance to make investment decisions and focus on diversified portfolios.
Deep dives
The Roar Score: Balancing Offense and Defense in Investment Portfolios
The host and guest discussed the Roar Score, a metric created by the guest that evaluates the combination of offense and defense in investment portfolios. The Roar Score ranges from 0 to 100, with higher scores indicating a more aggressive stance. The guest emphasized the importance of balancing offense and defense in portfolios and highlighted the significance of rotating investments based on market conditions. Historical performance examples and the evaluation of risk versus reward were used to illustrate the concept of the Roar Score in practical investing scenarios.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode