Antifragile Investing: Building Portfolios That Thrive on Disruption

In his latest piece for "The Future of Investing," Andy Hamer explores how investors can apply Nassim Taleb's concept of antifragility to portfolio construction in an era of technological disruption. The article examines strategies for building investment portfolios that don't merely survive volatility and uncertainty, but actually benefit from it. From the barbell approach to position sizing to identifying companies with positive convexity, he offers practical frameworks for turning technological disruption into a source of outsized returns rather than a risk to be mitigated. Read the full analysis (here).