Portfolio Construction, Macro, and Chess: Interview with Angelo Robles - Ep 111

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By Vitaliy Katsenelson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy's approach to portfolio construction, how value investors should think about the macroeconomy, how the stock market during the pandemic reminded Vitaliy of chess, and of course, Tesla. We hope you enjoy it!

You can watch the complete interview here: https://www.youtube.com/watch?v=kH6mFFyozCA&t=190s

126 episodes