
Sign up to save your podcasts
Or
My guest today is Victor Haghani, founder of Elm Wealth.
Victor is, in many ways, one of the last tactical asset allocators standing after the 2010s. That might be because Victor wouldn’t categorize himself as such. Rather, he sees his dynamic index investing approach not as a tactical alternative to traditional static portfolios, but as the rational approach for anyone starting from first principles.
This conversation dances between theory and implementation. Victor is just as comfortable sharing his thoughts on where equity market risk comes from as he is defending payout-adjusted CAPE as a metric for forecasting long-run returns.
If you’re passionate about asset allocation, you’ll find lots to think about in this one.
Please enjoy my conversation with Victor Haghani.
4.9
226226 ratings
My guest today is Victor Haghani, founder of Elm Wealth.
Victor is, in many ways, one of the last tactical asset allocators standing after the 2010s. That might be because Victor wouldn’t categorize himself as such. Rather, he sees his dynamic index investing approach not as a tactical alternative to traditional static portfolios, but as the rational approach for anyone starting from first principles.
This conversation dances between theory and implementation. Victor is just as comfortable sharing his thoughts on where equity market risk comes from as he is defending payout-adjusted CAPE as a metric for forecasting long-run returns.
If you’re passionate about asset allocation, you’ll find lots to think about in this one.
Please enjoy my conversation with Victor Haghani.
2,158 Listeners
588 Listeners
1,988 Listeners
1,867 Listeners
3,066 Listeners
927 Listeners
790 Listeners
82 Listeners
362 Listeners
71 Listeners
96 Listeners
277 Listeners
213 Listeners
380 Listeners
89 Listeners