In this episode, we discuss: * Better education around capital allocation * Allocating capital throughout various market cycles * How to define an ‘alternative investment’ * How actively we should manage a portfolio * Traditional versus alternative investments * The difficulties in the manager selection process * Being a great behavioural investor as an allocator * Difficult conversations with clients * Advice for aspiring capital allocators

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Episode TimeStamps: 00:00 – Intro
02:44 – How 2022 has been for allocators so far
03:13 – Phil Huber’s journey into investing
05:46 – Why Phil wrote a book on capital allocation
09:00 – The typical clients, and types of portfolios that Phil deals with
12:07 – The 60 / 40 portfolio and how it became so popular
18:49 – Adjusting portfolios to accommodate for changing market cycles
22:37 – Defining ‘alternative investments’
30:27 – Choosing which strategies to invest in, and when to choose these strategies
37:45 – The extent to which a portfolio should be actively managed
39:36 – Traditional versus alternative investments
40:04 – The challenges of manager selection
49:51 – Cultivating a behavioural edge as an allocator
53:09 – The importance of courage
54:55 – Managing difficult conversations with clients
01:01:68 – Advice for aspiring asset allocators

The post 1 Allocator Series: Adapting to Market Cycles ft. Phil Huber— February 9th, 2022 appeared first on Top Traders Unplugged.