Macro Voices

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February 13, 2020  

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

February 13, 2020

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.