Asset allocation and portfolio construction require understanding that sometimes equities are cheap and sometimes expensive, and sometimes volatility is cheap and sometimes expensive, making it a cyclical game requiring constant rebalancing.
normativepending
Speaker
Diego PieraEvidence Quote
“sometimes equities are cheap sometimes they're expensive uh sometimes volatility is cheap sometimes it's expensive”
Source
Matter Of Time Bubble Implodes; What The Next Financial Crisis Looks Like | Diego Parrilla— David LinCreated: 8/12/2026, 6:46:15 PM
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