Episode Details

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?

Links

• Cullen Roche on Twitter
• Cullen Roche on LinkedIn
• Your Perfect Portfolio
• Discipline Funds

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• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

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