Excess Returns Show Us Your Portfolio: Andrew Beer
Jan 18, 2024
Andrew Beer, Founder of DBi, discusses his approach to managing his personal portfolio, including his views on stocks and bonds, incorporating managed futures, homeownership, and charitable giving. He also reflects on the importance of long-term thinking, being actively involved in philanthropic efforts, and the power of compounding.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Portfolio Management and Wealth Creation
01:59 • 4min
Managing Public Portfolio and the Role of Equities
05:53 • 21min
General Investment Strategy and Rebalancing
26:43 • 18min
Private Equity, Private Credit, and Investing in Smaller Managers
44:14 • 5min
Reflections on Money, Investment, and Philanthropy
48:57 • 20min
The Long-Term Perspective and Importance of Saving
01:08:32 • 3min