ALO01: Adapting to Market Cycles ft. Phil Huber

Alan Dunne is joined today by Phil Huber, in the first of our new Allocator Series, to discuss the education gap that needs to be filled regarding efficient capital allocation, the typical clients and types of portfolios that Phil deals with, adjusting portfolios to accommodate for changing market cycles, defining ‘alternative investments’, the extent to which a portfolio should be actively managed, traditional versus alternative investments, the challenges of manager selection, cultivating a behavioural edge as an allocator, and how to manage difficult conversations with clients.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn this episode, we discuss:Better education around capital allocationAllocating capital throughout various market cyclesHow to define an ‘alternative investment’How actively we should manage a portfolioTraditional versus alternative investmentsThe difficulties in the manager selection processBeing a great behavioural investor as an allocatorDifficult conversations with clientsAdvice for aspiring capital allocatorsFollow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Phil on Twitter.-----Episode TimeStamps: 00:00 - Intro02:44 - How 2022 has been for allocators so far03:13 - Phil Huber’s journey into investing05:46 - Why Phil wrote a book on capital allocation09:00 - The typical clients, and types of portfolios that Phil deals...