#18 Gary Dugan - The Global CIO Office
- Stefan Wagner
- Apr 25, 2021
- 1 min read
Updated: May 6, 2025
The Nalu Finance Podcast
In this episode of Nalu Finance, we sit down with Gary Dugan, CEO of The Global CIO Office, to explore the evolution of long-term investing across asset classes and regions.
Gary dives into decades of investment insight, including:
How to distinguish investing, speculating, and betting
Why the 60/40 portfolio may be outdated
The role of AI and ESG in modern allocation
How to use derivatives to enhance risk-adjusted returns
He also shares what 38 years in investment management have taught him about risk, discipline, and opportunity.
🎧 Listen Now On: Apple Podcasts | Spotify | Youtube | Podomatic
🎙️ Transcript:
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