Unintended Bets and Diversification: Navigating Long-Term Goals in Portfolio Construction
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PoF Season 04 Episode 24
The Pirates of Finance - a weekly show by @JasonCBuck and @choffstein covering everything from Privates and Unintended Bets to Business Stability.
Come on in, the water is fine.
00:00 Intro
01:30 Unintended Bets
03:00 Sector and Industry Tilt Considerations
07:30 Rebalancing and Market Efficiency
14:00 Consideration of Cryptocurrencies and NFTs
19:00 Portfolio Allocation in Relation to Business Stability
23:00 Real Estate and Private Equity
ON OTHER PLATFORMS
Twitter @FinancePirates https://twitter.com/FinancePirates
TikTok @PiratesOfFinance https://www.tiktok.com/@piratesoffinance
INTRO MUSIC By taylorgalford.bandcamp.com
THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.
#investing #finance #business #investing #stockmarket #inflation