In this discussion, Håkon Kavli, CIO of Reitan Kapital, reveals insights into managing wealth for one of Norway's foremost families, emphasizing evidence-based investing. He explores portfolio optimization challenges and introduces unique asset classes like catastrophe bonds. The conversation also highlights a forthcoming investing conference in Norway. Joining him is Dan Bortolotti, who critiques the risks of concentrated tech investments, advocating for global diversification using the VEQT ETF as an example. Expect engaging advice for both newbies and seasoned investors!
