"I think there's lessons in this for any private market investor, whether you're doing, liquids like we are, or you're thinking about other parts of your portfolio. One of them is: "diversification's the only free lunch". And that's Markowitz. And then there's another one which is around: "asset allocation is everything". So when you think at a portfolio level, know where am I looking to get high returns in my portfolio?" Tory Reiss https://www.thebillionairepodcast.com/81
"2 private market investor lessons from Tory Reiss at Equi" Tory Reiss
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