The creator discusses the trend of increasing investment in alternative assets by institutional investors over the past two decades, driven by a sales pitch promising better risk-return trade-offs. However, recent studies and expert opinions suggest that these promises have not materialized in practice, with some evidence indicating that adding alternative investments may have even detracted from portfolio performance. The creator plans to explore the reasons behind this gap between promise and delivery.
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Session 41 (of 42): The Promise and Peril of Alternatives!
Mar 24, 2026
The creator discusses the trend of increasing investment in alternative assets by institutional investors over the past two decades, driven by a sales pitch promising better risk-return trade-offs. However, recent studies and expert opinions suggest that these promises have not materialized in practice, with some evidence indicating that adding alternative investments may have even detracted from portfolio performance. The creator plans to explore the reasons behind this gap between promise and delivery.
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