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

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...

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

 

Enjoyed this read?

Share it with someone who’d love it too!

New to investing?

Explore these valuable guides to get started.

Related Articles

Q&A Money Should Buy Time, Not Things – Ep 279

As my income went up, instead of buying myself things, I turned to buying time and experiences.
Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278

Our Sistine Chapel: Long-Term Investing in Quality and Kindness – Ep 278

Warren Buffett calls Berkshire Hathaway his Sistine Chapel. This analogy haunted me for years until I realized we are building the exact same thing at IMA. It took me a decade to put into words, but I finally narrowed our firm’s entire reason for existence down to just two words. They sound simple, but living up to them is the hardest thing we’ve ever done.
On Books, Music, and Investing - Ep 277

On Books, Music, and Investing – Ep 277

Today, we’re diving into two questions from readers that are close to my heart, which of my books is my personal favorite and why, and is there a similarity between classical music and investing for me?
Living and Investing with Intention - Ep 276

Living and Investing with Intention – Ep 276

As an investor, being intentional about identifying assumptions is extremely important. When you're mindless, you accept things as they are without realizing you're walking on thin ice while everyone else thinks it's solid ground.