Durable Value Ep. 75: Building Resilient Portfolios in a Volatile World
Update: 2025-05-13
Description
In this episode of Durable Value, Ryan discusses building resilient investment portfolios in unpredictable economic conditions. The discussion includes the impact of inflation and recession fears, key attributes of a resilient portfolio, the importance of geographic diversification, and strategies for weathering economic downturns.
00:00 Introduction
00:42 Economic Uncertainty: Inflation vs. Recession
01:34 Core Investment Foundations
02:29 Diversification for Stability
07:18 Debt Strategies for Resilient Investments
09:15 Controlling Assets in Downturns
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