What podcasts say about Luke Laretive
Every statement, with the speaker, the exact quote and the moment it was said.
What Luke Laretive has said on podcasts
11 statements · 3 positive · 8 negative
Darren’s diversified holdings and position weights are appropriate
“nice to see not just a whole portfolio of like NASDAQ 10 companies, you know, which is what I come in here and get when most people have got stocks. It's like, oh, I own Spotify and Shopify, you know, 10 things that are all 90% correlated. That's kind of a good start. And the weights are appropriate.”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 28:24
Investors should use bonds primarily for diversification rather than returns
“people need to get more exposure to bonds. Not because they're going to make money, but because it's a good way to diversify your portfolio”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 29:10
Physical commodities substantially underperform stocks over time
“the physicals, they underperform stocks by a lot”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 29:40
Darren’s 40% defensive allocation is excessive for some investors
“it's a big weight to have, say, sort of 20% in gold and silver and then another 10% in bonds and then another 10% in cash. For me, that's too much defensive”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 30:03
AFIC behaves more like an index manager than a genuinely active manager
“I would much prefer you to be, it's been hard for active managers out there at the moment, don't get me wrong, but the tracking area at AFIC's like 1.1. Like, I mean, they're not really an active manager. They're an index manager that sort of does a little bit of... tweaking around the edges”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 31:24
Glennon has not delivered sufficient outperformance
“the issue with Glennon is that they're not”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 32:57
Investors can likely find better active-manager choices than Glennon
“there are probably better choices you could have than Glennon”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 33:42
Firetrail’s growing small-cap assets reduce its future outperformance odds
“once you get in smalls, you're up in $800 million, the chances of you outperforming sort of on a forward basis get lower and lower”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 34:22
Mining-services contractors trade at unusually high valuations versus historical norms
“mining services contractors are right up there at the moment. I think you'll find they're trading at kind of 10-year higher valves relative to their normal prices for each individual one”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 37:12
Investors should consider taking profits from mining-services stocks
“is now a good time to take some profit out of some of those sort of names?”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 37:23
Individual investors can invest broadly if capable of finding superior alternatives
“if you think you've got the capacity to, you know, look for next best alternatives everywhere, then all power to you”
Open the episode · Nvidia Rocked by Scandal, Should You Invest Inside Super & Pimp My Portfolio with Luke LaretiveListen at 38:30
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.