← Andy Clark

What podcasts say about Andy Clark

Every statement, with the speaker, the exact quote and the moment it was said.

What Andy Clark has said on podcasts

4 statements · 2 positive · 2 negative

  1. on Index fundPositiveAug 25, 2026· The Long View

    Index portfolios require substantial theoretical and technological innovation.

    “all the theoretical and technological innovation required to build these portfolios”

    Listen at 16:18

    Open the episode · Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
  2. on Harry Markowitz portfolio frameworkPositiveAug 25, 2026· The Long View

    Markowitz’s framework evaluates how asset combinations affect portfolio volatility and returns.

    “he created this framework that allowed you to test how the combination of different assets would affect a portfolio's volatility and its return”

    Listen at 22:41

    Open the episode · Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
  3. on stocksNegativeAug 25, 2026· The Long View

    Stocks have historically experienced periods of underperformance lasting at least a decade.

    “there have been long historical periods where stocks have struggled for a decade or more”

    Listen at 34:57

    Open the episode · Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio
  4. on Small-cap stocksNegativeAug 25, 2026· The Long View

    Investors should not have strong conviction to overweight small-cap stocks.

    “I don't have any conviction that it would overweight small caps.”

    Listen at 45:13

    Open the episode · Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, And Other Lessons for Building a Better Portfolio

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.