A place to talk about speculative investing ideas for the optional Variable Portfolio
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Any thoughts welcome! Enjoy, it runs for 2 1/2 Hrs.
Thanks, Hal. I did enjoy the conversation. Lots of sanity in Deden's ideas. Definitely recommended for PP aficionados. In essence, his style is to invest in things that are scarce, permanent/enduring, and independent -- gold being a major example (35%), along with salmon farms, barrel makers, and other boring industries led by honorable people. Distrust of governments, finance, media, debt. No mention of his returns, but I guess his clients are happy. The goal is capital preservation, not growth. The video is beautifully filmed, with gorgeous scenery of the Swiss alps. I enjoyed watching for that alone!