How to Build a Recession Proof Investment Portfolio (w, Danielle Di Martino Booth Chris Cole)
Imagine being furnished with generational wealth under one condition you must choose only one asset allocation for your portfolio and stick with it for 100 years. Where would you even start Chris Cole, CIO and founder of Artemis Capital Management, returns to Real Vision to answer that very question. He sits down with Danielle DiMartino Booth of Quill Intelligence to discuss the optimal portfolio construction for the long run, regardless of market condition. With uncertainty everywhere despite allhighs in the market, Cole discusses how to navigate Charlie Mungers death of the efficient He explains the allegory of the Hawk and Serpent and breaks down the construction of his 100year portfolio. Cole and Booth provide viewers with the tools to traverse the incremental death of alpha, and markets that are increasingly subject to the amplified volatility of increasingly passive investments. This piece is a muchwatch for the pension fund or endowment that has no longvolatility exposure in their
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