Raoul Pal continues his conversation with Dylan Grice, this time talking about diversification with regards to bonds, uranium, and CLOs. Dylan Grice believes there is a potential return of 20% on CLOs. Raoul believes that many people balance risk vs. reward when deciding whether or not to invest in an asset management firm. They also talk about assets being liquid, specifically catastrophe bonds. With regards to uranium, there have been a good deal of mine shutdowns which Dylan Grice feels that investing in Uranium is more “event driven” and may be a good investment. In conclusion, Dylan Grice believes there is no substitute for “doing your homework” and stresses the need for people to be informed.
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