MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm
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 give us a recap on what dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation & more. Link: https://bit.ly/3et5EWP