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Show Notes
Ruminating on Asset Allocation by Howard Marks—Oaktree Capital
Michael E. Porter—Harvard Business School
This Is Strategy by Seth Godin—Simon & Schuster
Victor Meets the Boglehead by Victor Haghani & James White—VettaFi Advisor Perspectives
Static vs Dynamic Asset Allocation; Victor Meets the Boglehead—Bogleheads.org
Tim Cook on Why Apple’s Huge Bets Will Pay Off By Ben Cohen—The Wall Street Journal
Related Episodes
491: The Five Layers of Investing
451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market
420: Does a 60/40 Balanced Portfolio Still Work?
397: How To Invest Based on Cycles
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