

David Berns - How do you build a portfolio for a human being? (S4E16)
Aug 16, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 5min
Portfolio Theory - Skew and Curtosis
04:47 • 2min
I Love That You Isolate That
07:14 • 5min
How Many Advisers Got Fired?
12:05 • 4min
Keeping a Closer Eye on Your Client's Risk Preferences
15:55 • 3min
How to Diagnose Loss of Version in a Psychometric Test
19:06 • 5min
Is There a Systematic Approach to Risk Capacity?
24:29 • 2min
Can You Survive in Retirement?
26:51 • 2min
What Does It Mean to Build a Portfolio for a Human Being?
28:50 • 2min
Tracking Error
31:01 • 4min
Do We Have the Tools to Build a Portfolio?
35:09 • 3min
The Light at the End of the Tunnel
38:08 • 3min
Options on Credit Bonds Are a Good Option for the Market
41:16 • 5min