MI189: Portfolio Allocation & Ray Dalio's All Weather Portfolio (Mini-Episode)
发布时间 2022-07-02 09:00:00 来源
摘要
IN THIS EPISODE, YOU’LL LEARN:
01:37 - Why being 100% allocated to stocks might not be an optimal allocation.
02:34 - Why the long-term debt cycle affects Clay’s decisions around portfolio allocation.
04:21 - What Ray Dalio’s holy grail of investing is.
12:30 - What asset classes perform well during an inflationary time period.
14:23 - What Ray Dalio’s all weather portfolio consists of.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Ray Dalio’s video, How The Economic Machine Works.
Check out Preston Pysh’s conversation with Peter McCormack here.
Related episode: Berkshire Hathaway Masterclass w/ Chris Bloomstran - TIP438.
Related episode: The Changing World Order w/ Ray Dalio - TIP410.
Related episode: Bitcoin, Long-Term Debt Cycles, & On-Chain Analysis w/ Dylan LeClair - MI150.
SPONSORS
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Connect with Clay: Twitter
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