Michael Collins, Portfolio Manager at Boston Advisors: Portfolio Construction after the Recession & Crypto Vehicles for Institut

Joel Palathinkal and Michael Collins dive into investment management, starting with Michael's background. They discuss managing client expectations, market behaviors, and Michael's investment thesis, touching on stock concentration and the future of crypto and blockchain. The conversation covers speculative markets, risk management, and qualitative investment measures, focusing on Facebook stock. They also explore ESG considerations, stock analysis, and collaboration in portfolio management, along with dividends, pension funds, and the venture capital landscape. The episode wraps up with strategies for digital lead generation, competition, and reputation management.