ABOUT THIS EPISODE
Tune in to hear:
- Why does Cullen argue in his new book that there is no perfect portfolio and argues that we should be worrying more about process?
- How do we begin to move our clientele from this search for a silver bullet to start thinking about their portfolios in a more systematic, bespoke way?
- Why does Cullen believe that advisors should match assets to future liabilities rather than just chasing returns? From a behavioral perspective, why is this shift hard for investors to internalize at times?
- Do most “diversified portfolios” fail Cullen’s test of diversification?
- If a listener adopted Cullen’s investing framework, what would they likely do differently during a period of market stress compared to an average investor?
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