#18 Gary Dugan - The Global CIO Office
- Stefan Wagner
- Apr 25, 2021
- 1 min read
Updated: May 6
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Why the 60/40 portfolio may be outdated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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