Portfolio Construction, Macro, and Chess: Interview with Angelo Robles – Ep 111

Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy’s approach to portfolio construction, how value investors should think about the macroeconomy, how the stock market during the pandemic reminded Vitaliy of chess, and of course, Tesla. We hope you enjoy it!

You can watch the complete interview here: https://www.youtube.com/watch?v=kH6mFFyozCA&t=190s

Disclosure: Read this before you buy your next stock

The post Portfolio Construction, Macro, and Chess: Interview with Angelo Robles – Ep 111 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson.