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Market Risk & The All-Terrain Portfolio

I wanted to share with you a recent interview I did with RealVision TV. If you haven’t heard of them, RealVision is an internet-based video platform that features serious, long-form interviews with leading financial thinkers – think of it as “CNBC for grown-ups.” I’ve personally watched a bunch of their interviews, and always find them […]

Letter to a Young Investor

Listen on: iTunes | Google Podcasts | Online Recently my firm was hiring a junior analyst – someone who’d work directly with me. In the past we’d post an advertisement and get hundreds of resumes and we’d have to dig through them trying to identify a candidate with the right pedigree and relevant experience. We have probably employed thirty interns […]