How to Build a Portfolio That Outperforms For a Century

How to Build a Portfolio That Outperforms For a Century

Odd Lots · 2021-04-22

There's a huge question mark at the moment about whether markets are at some sort of important turning point. For instance, we've seen big amounts of fiscal stimulus in the U.S., sparking concerns that inflation might finally return and overturn a decades-long bull run in bonds. So how can investors protect against that scenario and other major inflection points in markets? On this episode of Odd Lots, we speak to Chris Cole, the founder of Artemis Capital Management. He walks us through his recent research, in which he recreates 100 years of the most popular financial engineering and portfolio structures to identify what works best.

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Odd Lots

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

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