Asset Rotation: The Demise of Modern Portfolio Theory and the Birth of an Investment Renaissance

ACKNOWLEDGMENTS

I’d like to thank a handful of confidants and industry peers who were instrumental sounding boards for me as I was writing this book: Chris Neudecker, Mike Wood, Robert Mitus, Phil Bocketti, Joe Molloy, Robert Roman, Ryan Shubin, Joe Bartell, David Fischer, Jason Nymark, and Brian Pelling.

I’d also like to thank my wife, Jill, for holding down the fort while I locked myself in a room, and my kids, Mackenzie and Jacob, for allowing each other to live—if only for a little while longer.