How I Invest with David Weisburd — E161: The Death of Modern Portfolio Theory? w/John Bowman

BUZZING· 74%58m·2025-05-06·Money

E161: The Death of Modern Portfolio Theory? w/John Bowman

How I Invest with David Weisburd · 161

John Bowman, CEO of the CAIA Association, joins How I Invest to discuss the most important shift in institutional investing: the move from the traditional bucketed approach to the Total Portfolio Approach (TPA). In this episode, we go deep on how allocators are modernizing portfolio construction, why liquidity might…

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E161: The Death of Modern Portfolio Theory? w/John Bowman

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