MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times
Macro Voices - Een podcast door Hedge Fund Manager Erik Townsend - Donderdagen
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MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame. Link: http://bit.ly/2tVwTXD
