From NASA to Star Trek, Brad Barrie and David Johnson of Dynamic Wealth Group discuss how their shared interests inspired the development of their diversified mutual fund, which blends equity exposure with discretionary global macro allocations. They explain how this approach seeks to provide smoother returns through non-correlated exposures. Brad and David also delve into their backgrounds in aerospace, finance, and alternative investments. Tune in to learn how discretionary macro strategies can offer unique diversification benefits compared to systematic trend following. This episode discusses portfolio construction techniques including dynamic rebalancing models for mutual funds. Throughout, analogies from Star Trek, NASA, and other aeronautical aspects provide entertaining parallels for investment concepts, even attending and speaking at a Star Trek “con” (not in costume)to connect with individual investors! Jump on the starship enterprise with us, as we move from orbit to warp speed. Engage!
Chapters:
00:00-01:32= Intro 01:33-05:02= Las Vegas: a place for peace & tranquility
05:03-21:44= Diversified portfolios for Mutual funds, NASA, minimizing the downside and correlation to everything
21:45-36:28= 60/40 Bonds – Bring on Managed Futures and direct exposure
36:29-49:03= Global macro commodities, offense, the alternative to alternatives & driving the return
49:04-57:21= Star Trek, a blossoming career incentive – meeting Shatner, Sci-fi language and investing for Trekys
57:22-01:02:50= Treky favorites
From the episode:
Blog post – It may be a slow news day, but…
Blog post – The picture from space that shows why commodities are non-correlated to the stock market
Blog post – Set Phasers to ‘Systematic’
Dynamic Blog post: What Star Trek can teach you about investing & financial planning
Follow along with Dynamic Wealth on Twitter @DynamicAlphaSol and also Brad & David's LinkedIn Brad Barrie, David Johnson
Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.
Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer
The Bull and Bear Cases for Bitcoin with Meltem Demirors & Nic Carter
Wallstreet Bets Busts Wallstreet? WTF ^%$#
Wisdom from the Wizard Maker with Jack Schwager
Gold, Gas, and Global Inflation with Diego Parrilla of Quadriga Asset Managers
Butler and Buck Back to Bookend 2020
2020’s Best Strategies, Styles, and Stories with Adam Butler and Jason Buck
Cover to Trend Legends Cover with Michael Covel
Really? Real Estate? Right Now? with Matt Lasky and Darren Kottle
Overheard at a Vol Conference, breaking down EQD Global 2020
The Mysteries and Makings of Machine Learning with Dr. Ernie Chan of QTS Cap
Don’t Buy the Narrative (and It’s All Narrative) with Epsilon Theory’s Ben Hunt
No President Yet, So Market Rallies Huge What ^%$#?
Who Would Want to SELL Options, with Mark Adams of Warrington Asset Management
Debunking Trend Following’s Dead Theories with Kathryn Kaminski
Vol Curves and Vanna Charm with Cem Karsan
Super Storms, Mathematical Modeling, and Hurricane Hunting with Dr. Jeff Masters
Bull Markets, Behavioral Biases, and Blogs with Baird’s Michael Antonelli
Sequencing, Skew, and (Option) Strikes with Hari Krishnan
A Professor, Prop Trader, & Risk Manager walk into a bar, with Victor Canto
Market Up/Vol Up, Market Down/Vol Down…WTF Episode
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast