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Konten disediakan oleh Corey Hoffstein. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Corey Hoffstein atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Victor Haghani – The Last of the Tactical Allocators (S7E13)

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Manage episode 454647389 series 2359799
Konten disediakan oleh Corey Hoffstein. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Corey Hoffstein atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

My guest today is Victor Haghani, founder of Elm Wealth.

Victor is, in many ways, one of the last tactical asset allocators standing after the 2010s. That might be because Victor wouldn’t categorize himself as such. Rather, he sees his dynamic index investing approach not as a tactical alternative to traditional static portfolios, but as the rational approach for anyone starting from first principles.

This conversation dances between theory and implementation. Victor is just as comfortable sharing his thoughts on where equity market risk comes from as he is defending payout-adjusted CAPE as a metric for forecasting long-run returns.

If you’re passionate about asset allocation, you’ll find lots to think about in this one.

Please enjoy my conversation with Victor Haghani.

  continue reading

107 episode

Artwork
iconBagikan
 
Manage episode 454647389 series 2359799
Konten disediakan oleh Corey Hoffstein. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Corey Hoffstein atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

My guest today is Victor Haghani, founder of Elm Wealth.

Victor is, in many ways, one of the last tactical asset allocators standing after the 2010s. That might be because Victor wouldn’t categorize himself as such. Rather, he sees his dynamic index investing approach not as a tactical alternative to traditional static portfolios, but as the rational approach for anyone starting from first principles.

This conversation dances between theory and implementation. Victor is just as comfortable sharing his thoughts on where equity market risk comes from as he is defending payout-adjusted CAPE as a metric for forecasting long-run returns.

If you’re passionate about asset allocation, you’ll find lots to think about in this one.

Please enjoy my conversation with Victor Haghani.

  continue reading

107 episode

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