Research & Videos
1. |
00:07 |
Introduction |
2. |
02:56 |
Two Black Swans |
3. |
04:25 |
Portfolio Positioning and Attribution |
4. |
08:33 |
Moves We Made Early On |
5. |
10:44 |
Thinking Ahead |
6. |
12:37 |
Knowns and Unknowns |