Why does Cullen argue in his new book that there is no perfect portfolio and argues that we should be worrying more about process?
How do we begin to move our clientele from this search for a silver bullet to start thinking about their portfolios in a more systematic, bespoke way?
Why does Cullen believe that advisors should match assets to future liabilities rather than just chasing returns? From a behavioral perspective, why is this shift hard for investors to internalize at times?
Do most “diversified portfolios” fail Cullen’s test of diversification?
If a listener adopted Cullen’s investing framework, what would they likely do differently during a period of market stress compared to an average investor?
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