Masterclass: Preparation Before Prediction (EP.03) - podcast episode cover

Masterclass: Preparation Before Prediction (EP.03)

Apr 21, 202116 min
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Episode description

Investors are often prone to “home-country” equity bias and other heuristics that leave them under-exposed to the world’s many diverse opportunities.

We discuss:

  • The importance of global asset class diversity
  • Ray Dalio and the “All Weather Portfolio”
  • Making portfolios resistant to inflation and growth shocks

Hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global.

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