MacroVoices #206 Chris Cole: Optimizing portfolio construction for changing times

Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis

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MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole  to the show to discuss his latest article "The Allegory of the Hawk and Serpent", the law of cosmic duality in investing, and the role of long-vol and commodity trends following have in dragon portfolio & more. Then Emil Kalinowski joins in postgame. Link: http://bit.ly/2tVwTXD

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