Luke sits down with Gavin Duckett, portfolio manager at Newport Asset Management to discuss the history of financial theory, ETF's and 'passive' investments. They also get deep into trend-following and momentum strategies as well as the pitfalls and limitations of traditional "strategic asset allocation" when it comes to managing sequence risk. If you have a question or a comment, you can always email us at [email protected],hope you enjoy the epsiode!
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