State of the Markets #95 Dylan Grice: Portfolio Construction vs Economics
Dylan is an investor, writer and founder of Calderwood Capital, the alternative investment boutique. Prior to founding Calderwood he helped design, build and establish the investment architecture for liquid investments at one of the largest Family Offices in Europe, based in Switzerland. He started his career in London as an economist at Kleinwort Benson before moving to Societe Generale, where he was ranked the number one analyst in the Extel survey of Institutional Investor opinion in 2011 and 2012.
https://twitter.com/dylangrice
https://www.calderwoodcapital.com
Media picks:
Micheal Lewis
Brightburn
State of the Markets Podcast
Paul Rodriguez of https://ThinkTrading.com
https://twitter.com/prodr1guez
Tim Price of https://Pricevaluepartners.com
Podcast links:
https://anchor.fm/stateofthemarkets
All podcasts available on youtube:
https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A