ALO01: Adapting to Market Cycles ft. Phil Huber - February 9th, 2022

Alan Dunne is joined today by Phil Huber, in the first 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. 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 IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book Send your questions to [email protected] Follow Niels & Alan on Twitter: @TopTradersLive & @AlanJDunne And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.