00:00 - Intro
02:16 - Bob's long-term goals with his portfolio
06:18 - How Bob views retirement
11:28 - Bob's views on the 60-40 portfolio
15:03 - Bob's biggest lesson from Bridgewater
17:01 - The four buckets of Bob's portfolio
20:50 - Constructing a risk parity portfolio
23:03 - Bob's views on rebalancing
25:49 - Building a diversified alpha portfolio
29:15 - The challenges of a portfolio that looks different
32:17 - Simple vs. complex in trend following
37:20 - Bob's views on international exposure
38:56 - Bob's views on private investing
40:45 - Why Bob doesn't invest in cryptocurrencies
45:36 - How Bob looks at home ownership in a portfolio context
49:31 - The pros and cons of leaving money to children
53:23 - The benefits of growing your own food
59:01 - The one lesson Bob would teach the average investor
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https://www.valideacapital.com
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