The stock market is at record highsbut does that mean it’s time to rebalance?
In this episode, Ellis Hammond sits down with Bob Fraser to discuss why today’s market may be strengthening the case for private alternatives, where he’s personally investing today, and how billionaire investors think about portfolio construction.
They cover portfolio diversification, private credit, multifamily real estate, liquidity, taxes, cash flow, and the biggest mistakes investors make when moving beyond stocks.
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