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Portfolio reviews offer a rare look inside real investment portfolios — what experts own, why they own it, how they sized their positions, and what they're watching for changes. These clips are invaluable for understanding how theoretical strategies translate into actual holdings, and for seeing how different investors balance risk, diversification, and conviction in practice.
Robert James Shiller (born March 29, 1946) is an American economist, academic, and author. As of 2022, he served as a Sterling Professor of Economics at Yale University and is a fellow at the Yale School of Management's International Center for Finance. Shiller has been a research associate of the National Bureau of Economic Research (NBER) since 1980, was vice president of the American Economic A...
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