Dr. Alan O'Sullivan

and his concept of the anti-bubble.

But the penny really dropped for me in the conversation with Diego when he started using sporting analogies to explain portfolio construction.

In this video today, I'm going to take the advice of

The podcast follower emailed me and used some very well-known sporting figures to explain portfolio construction.

So for the purposes of this experiment, I want you to think every time I mention portfolio, I want you to think of team.

Because what is a portfolio?

It's a team.

It's a team working together to deliver value.

a solid return, a solid outcome for the manager, for the supporters, for the investors.

Let's think about some famous teams.

What about the Chicago Bulls team of the 90s?

Who do you think about instantly?

Maybe it's Michael Jordan, Scottie Pippen.

What name do you think about when you look at the South African winning World Cup teams?

And even if you look at that great Manchester United team with Alex Ferguson as coach, and you think about the top two or three players

What you tend to focus in on is the strikers, perhaps the likes of Giggs, Beckham, but perhaps when we dig a bit closer, what allowed that team to be successful was perhaps some of the unsung heroes and maybe two Irishmen involved in that.

No prizes for guessing who I'm going to be talking about there.

I'm going to start this experiment looking at that great Chicago Bulls basketball team in the 1990s.

I'm going to focus on

I'm going to let Diego Perea come in here and explain his Dennis Rodman analogy when it comes to portfolio construction.