Mid-cycle portfolio construction

Adam gets straight into it with Mr D Scutt of no fixed address with a cracking walk-though of mid-cyclical portfolio construction. This is exactly the kind of interview that offers genuine insights into the way these kind of investors are thonking, technical, strategic but entirely accessible. We head to the states, we talk large-cap tech stocks, we analyse defensive positions via the USD. And of course... sweet, sweet volatility.

https://www.ausbiz.com.au/media/midcycle-portfolio-construction-come-get-some?videoId=12534