The Disciplined Investor Podcast Interview by Cullen Roche, Pragmatic Capitalism
I was on the Disciplined Investor podcast over the weekend with Andrew Horowitz discussing China’s “black box” of finance and some of the ways in which investors can stress test their portfolios. We move into the area of robo-advising and how that may be hazardous to your health over the long-term. We also touched on the craziness in the markets, Modern Portfolio Theory and my concept of the “Savings Portfolio”. I come on around the 13 minute mark.
I hope you enjoy it.
Founded in 2007 by Dov Gertzulin, DG Value is a value-focused investment firm. The firm runs two primary investment strategies, the diversified DG Value Funds and the concentrated DG Concentrated strategy. Q3 2021 hedge fund letters, conferences and more The flagship DG Value Fund was launched in 2007, specializing in middle-market distressed situations and event-driven Read More
TDI Podcast: The Savings Portfolio with Cullen Roche