After Mohammed Nalla and I had tons of fun on the Easy Does It podcast by going head-to-head with our stock picks, host DJ@Large invited us back separately to record a two-part series with him on cooking up a great portfolio.
In the episodes I was on, we talked about all kinds of things! The discussion points ranged from opportunities I missed out on in 2020 and some of the riskier positions I took through to my investment style and views on 2022.
It was a great chat as always on this podcast. Even though it was recorded several weeks ago, the insights remain relevant.
I’ve included both episodes below to make it easier for you:
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