MacroVoices #215 Chris Cole: Dragon portfolio revisited in the eye of the storm

MacroVoices Erik Townsend and Patrick Ceresna welcome Chris Cole to the show to give us a recap on what dragon portfolio is, how it has performed in the COVID-19 crisis and what implications a dragon portfolio can face in secular inflation & more. Link: https://bit.ly/3et5EWP

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC