Portfolio Construction, Macro, and Chess: Interview with Angelo Robles

The Intellectual Investor

Portfolio Construction, Macro, and Chess: Interview with Angelo Robles - Ep 111

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Portfolio Construction, Macro, and Chess: Interview with Angelo Robles - Ep 111

Vitaliy Katsenelson

Feb 09, 2021

Vitaliy recently had the pleasure to sit down with Angelo Robles of the Family Office Association. In this interview, Angelo and Vitaliy discuss Vitaliy's approach to portfolio construction, how value investors should think about the macroeconomy, how the stock market during the pandemic reminded Vitaliy of chess, and of course, Tesla. We hope you enjoy it!

You can watch the complete interview here: https://www.youtube.com/watch?v=kH6mFFyozCA&t=190s

Disclosure: Read this before you buy your next stock

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The Intellectual Investor

How would a value investor like Warren Buffett look at today's crazy markets? What stocks would he buy? And what would he say about today's much-loved or much-hated companies?

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