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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP328: Balanced Portfolio Allocation - w/ Damien Bisserier & Alex Shahidi (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.63.6K Ratings

🗓️ 20 December 2020

⏱️ 74 minutes

🧾️ Download transcript

Summary

In today’s episode, we sit down with Alex Shahidi and Damien Bisserier from Evoke Advisors, to discuss balanced portfolio allocation tactics used by billionaires like Ray Dalio. Damien used to work for Dalio at Bridgewater Associates - the largest Hedge fund in the world with more than $160B under management, while Alex has over 20 years of experience managing billions of dollars for his clients. We discuss why, after years of research, Alex and Damien have concluded that a portfolio based on risk parity is the optimal structure for any investor. IN THIS EPISODE, YOU'LL LEARN: How to create a portfolio with a balance risk and reward for each investment How to access the strategy used by Billionaire Ray Dalio How this portfolio should endure any economic climate Why each holding in your portfolio should be as uncorrelated as possible  What it’s like to work for Ray Dalio using “radical transparency”  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Risk Parity ETF (Ticker: RPAR) Evoke Advisors Check out our top picks for the Best Investing Podcasts in 2020 Stig: Twitter | LinkedIn Trey: Twitter | LinkedIn NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. 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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TIP.

0:02.6

On today's episode, we sit down with Alex Tahiti and Damon Biserier

0:06.7

to discuss balanced portfolio allocation tactics used by billionaires like Redalue.

0:11.8

Damon used to work for Redalue at Bridgewater Associates.

0:14.7

The largest heads fund in the world with more than 160 billion dollars on the management,

0:19.2

while Alex has over 20 years of experience managing billions of dollars for his clients.

0:23.9

We discuss why, after years of research, Alex and Damien have concluded that

0:27.8

a portfolio based on risk parity is the optimal structure for any investor.

0:32.5

So sit back and enjoy this discussion with Alex, Shahiti and Damon Biserier.

0:41.8

You are listening to the Investors podcast where we study the financial markets

0:46.5

and read the books that influence self-made billionaires the most.

0:50.0

We keep you informed and prepared for the unexpected.

1:02.2

Hey TIP's, before we jump into this episode with Damien Alex, I wanted to clarify a few

1:06.5

different things. Quite a few you had talked about Preston and me talking too much about Bitcoin

1:11.2

here on the show. And I wanted to clarify that in the sense that in a way we do and in a way we

1:16.0

actually don't. Every Wednesday, Preston has his own episode where he's the only host and he'll

1:21.2

be talking solely about Bitcoin. If you don't want to listen to it, that's completely fine,

1:25.4

of course. Then don't listen to it. And then on Saturdays, I host we study billionaires sometimes

1:31.2

with Preston, sometimes with Trey. And it's a completely regular episode. We won't be talking

1:35.6

about Bitcoin, we talk about Warren Buffett, books, stock investing, and how to optimize your

1:41.4

portfolio like we're doing in this episode here with Damien Alex. So hopefully you see this as a

1:45.8

good thing if you're really into Bitcoin, listen to the Wednesday episodes. If you're not into

...

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