Adjusted for Risk: Recent Episodes
Ryan Nauman
The Adjusted for Risk podcast is a weekly podcast that brings together markets, investments, economics and life to help investment professionals make more informed investment decisions on behalf of their clients. Hosted by Zephyr's Market Strategist, Ryan Nauman, who will cover the trends and themes impacting the global investment landscape. Ryan will be joined by experts from the investment management industry to help provide insights on the topics that impact the decision making of investment professionals. There may also be a story or two told along the way.
During this very insightful and fun conversation, InterVal Co-Founder and CEO, Trevor Greenway shares some fantastic insight about the impact the wealth transfer will have on small and medium sized busiensses (SMB). Trevor discusses how wealth managers can capitalized on these trends, the role technology plays, and how wealth managers can solve the challenge of determining the value of SMBs when creating a financial plan for SMB owners.
Finally, I give my thoughts on a potential name for InterVal's AI solution. I may or may not have voted for InterVal Kilmer.
To learn more about Zephyr
During this very engaging and informative episode, C2P's Chief Marketing Officer, Matt Seitz shares a a ton of insight about creating an effective marketing strategy.
Matt shares the importance of knowing your target audience and building a digital presence. Matt also provides some great examples of marketing strategies that has worked for his teams.
To learn more about Zephyr
In this very engaging and insightful episode, Belle Haven Investment's Director of Investment Solutions and Partner, Stan Sattler, shares his thoughts on the opportunities within fixed income.
Stan shares his team's views on the opportunities and risks in the fixed income space, when will the yield curve normalize, what credit spreads are indicating, and does he believe the Federal Reserve?
To learn more about Zephyr
During this fun and very informative conversation, Envestnet's Co-CIO and Group President, Dana D'Auria shares some fantastic insights into how offering personalized investments at scale can enhance the client experience.
Dana discusses what the driving forces are behind this shift to personalized investments and what do personalized investments look like. She also shares some great knowledge about how to offer personalized investments at scale and how her team at Envestnet is addressing this trend.
To learn more about Envestnet: https://www.envestnet.com/
To learn more about Zephyr
In this very interesting and fun conversation about investment risk, Lido Advisors' Chief Market Strategist, Walker Williams joins Ryan Nauman to share his great insight about all things risk. Walker shares his thoughts on why he thinks it's time the Wealth Management space reconsiders how it views investment risk, the importance of asset allocation should not be understated and is investment portfolio diversification overrated?
To learn more about Lido Advisors: https://www.lidoadvisors.com/
To learn more about Zephyr
In this fascinating and fun discussion, Steward Partners' CEO, Jim Gold talks about the major trends impacting the the Wealth Management space, including the shift of ownership within wealth management.
Jim also shares his insights about what hybrid RIAs will look like moving forward, the impact private equity has on M&A activity and concerns about succession planning.
To learn more about Steward Partners: https://www.stewardpartners.com/
To learn more about Zephyr
In this very interesting and fun episode, Schultze Asset Management's Founder, George Schultze shares his insights into the world of distressed investing. George discusses the fundamentals of distressed investing, how the current macro environment impacts distressed debt markets and why he believes there is a great opportunity in distressed debt.
To learn more about Schultze Asset Management: https://samco.net/
To learn more about Zephyr
Burns McKinney, Managing Director & Senior Portfolio Manager at NFJ Investment Group comes on the show to help answer that question along with many others in this very fun and fascinating conversation.
Burns shares his thoughts on preparing for "higher for longer" interest rates, why high valuations are a risk he is following closely, and what equity sectors does he like most moving forward.
To learn more about NFJ Investment Group: https://www.nfjinv.com/
To learn more about Zephyr
Advisors Asset Management's CIO Cliff Corso gives us a little historical perspective when evaluating today's investment environment. Cliff also shares his thoughts on constructing an investment portfolio to help withstand sticky inflation and uncertain monetary policies during this very informative and fund discussion.
To learn more about Advisors Asset Management: https://www.aamlive.com/publicsite/aamhome
To learn more about Zephyr
In this very enlightening and engaging conversation, Democracy Investment's CEO Julie Cane and CIO Christopher Browne share their fascinating stories on how the Democracy International Fund came about.
Julie shares the mission of the firm and how the fund can help grow global democracy. Additionally, Chris shares his thoughts on the international investment landscape and why he believes international equities present a great opportunity for investors.
To learn more about Democracy Investments: https://www.democracyinvestments.com/
To learn more about Zephyr
In this very informative and fun discussion, Miguel Sosa, Research Strategist and Product Specialist, BlueRock Capital Markets shares his insights into private real estate and alternative credit.
Miguel explains why real estate is a lot more then just office space and why he likes the alternative asset class. He also shares his thoughts on alternative credit and how to incorporate these alternative investments in an investment portfolio.
To learn more about Bluerock Capital Markets: https://bluerock.com/bluerock-capital-markets/
To learn more about Zephyr
Andrew Krei, Co-CIO of Barrett Upton Capital Partners and Co-CIO of Crescent Grove Advisors joins Ryan Nauman to discuss investing in private equity.
In this fantastic episode, Andrew shares a ton of insight into the world of private equity. Andrew explains the different layers of private equity like secondary's and venture capital. He also explains what questions financial advisors should ask when considering private equity investments and what alternative investments he finds attractive.
To learn more about Barrett Upton Capital Partners: https://barrettupton.com/
To learn more about Crescent Grove Advisors: https://crescentgroveadvisors.com/
To learn more about Zephyr
In this very enlightening and fun conversation, AlphaSimplex's, Chief Research Strategist and Portfolio Manager, Katy Kaminski, Ph.D. shares her fantastic insights around trend following and managed futures. Dr. Kaminski also discusses "Crisis Alpha" and how those periods of time provide opportunities.
To learn more about Zephyr
Pictet Asset Management's, Senior Investment Manager and Team Head Global Thematic Opportunities and Thematic Solutions, Gert van der Geer shares some fantastic insight regarding thematic investing and locating trends in this fantastic conversation.
Gert shares some of the themes he and his team are following, why it's difficult to locate long-term sustainable trends and how financial advisors can incorporate thematic investments in their client's investment portfolios.
To learn more about Zephyr
In this very engaging conversation, the "Father of Fiduciary," Don Trone opens up on why he believes the fiduciary framework should no longer be the cornerstone of the financial services profession.
Don also provides us with his take on the evolution of the fiduciary framework through captivating storytelling and honest answers.
To learn more about Zephyr
Retirement risks and opportunities are under the microscope during this very fun and insightful conversation with Dunham Trust and Investment Services' Chief Sales & Marketing Officer, Sal Capizzi.
Sal discusses how financial advisors can bring value to their clients through retirement planning and understanding the different retirement strategies. Sal also talks about why it is so important to understand and limit sequence risk and what event financial advisors should start planning for in 2026.
To learn more about Zephyr
In this very enlightening conversation, Stearns Financial Group's Haleh Moddasser discusses the importance of understanding how women investors differ from men investors. Women will control the majority of assets in years to come, which makes it important for financial advisors to understand the investment objectives of women. Haleh also talks about what the wealth management industry can do to close the gender gap in investing.
To learn more about Stearns Financial Group: https://stearnsfinancial.com/index.html
To learn more about Zephyr
With uncertainty around when the first rate cut will come, Jim Jackson, co-chief investment officer and senior portfolio manager of Victory Income Investors, a Victory Capital Investment Franchise, talks about what fixed income investors should expect in 2024. Jim talks about the importance of credit spreads and what the recent tightening of spreads mean for investors and why it's a risk. Jim also talks about opportunities as a result of attractive yields and the other fixed income sectors his team likes.
To learn more about Victory Capital: https://investor.vcm.com/member
To learn more about Victory Income Investors: https://investor.vcm.com/investment-franchises/victory-income-investors
To learn more about Zephyr
In this very informative and engaging conversation, David Grumhaus, President and Chief Investment Officer of Duff & Phelps Investment Management Co. opens up about the risks and opportunites with real assets. In this very candid conversation, David discusses what were the head winds for the asset class in 2023, where are the opportunities in 2024 and why investors should focus on the long term with real assets.
To learn about Duff & Phelps: https://www.dpimc.com/
To learn more about Zephyr
In this very insightful and engaging conversation, Zephyr's PSN Product Manager, Nick Williams joins Ryan Nauman to discuss the growth of SMAs, PSN and PSN Top Guns. Additionally, the two provide a market recap of Q4 and highlight some of the Q4 2023 PSN Top Gun award winners!
To learn more about PSN Top Guns: https://informaconnect.com/zephyr/psn...
To learn more about Zephyr
In this very insightful and engaging episode, BUNKR's co-founder and CEO, Kurt Long, talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter as clients are demanding more intimacy, dedication, personal focus and instantaneous communication. This trend is a great opportunity for advisors to be the hub of their client's professional relationships. With that comes the responsibility of offering a secure environment and privacy.
To learn more about BUNKR: https://www.bunkr.life/
To learn more about Zephyr
In this very informative and engaging conversation, Newfleet Asset Management's President and CIO, David Albrycht talks about what is in store for fixed income markets in 2024.
David shares fantastic insights into the risks and opportunities that lie ahead for fixed income investors, the Fed, the yield curve, and some of the fixed income sectors that he believes are attractive in 2024.
To learn more about Zephyr and PSN TOP Guns: https://informaconnect.com/zephyr/
To learn more about Newfleet Asset Management: https://www.newfleet.com/
To learn more about Zephyr
Award winning macro strategist David Ader joins Zephyr's market strategist Ryan Nauman in this very fun and insightful conversation. David shares a ton of insight regarding the reality of deficits and the end of quantitative easing, the yield curve and what he would do if he was Fed Chairman.
To learn more about Zephyr
Dr. Dorothy Kelso, Brand Strategy Director and Global Head of SuperReturn dropped a ton of expert insight into private markets during this very engaging and insightful conversation.
Dr. Kelso discussed how the current investment and macro environment are causing headwinds for private markets and recent trends in this very popular space. We also talked about her being a champion for emerging managers and the benefits emerging managers offer.
To learn more about Zephyr: https://informaconnect.com/zephyr/
To learn more about SuperReturn: https://informaconnect.com/private-capital/
This is a big week for Separately Managed Account managers as Zephyr announced the second quarter 2023 PSN Top Gun award winners. 2023 started off very strong and the momentum carried over through the second quarter and equity managers took full advantage of the rally.
In this episode Ryan provides a second quarter market recap and highlights some of the Top Gun award winners.
To learn more about the award winning Zephyr and PSN: https://informaconnect.com/zephyr/
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at the Sortino Ratio, and why he thinks investment professionals should use this return-risk trade-off statistic when trying to locate managers who exhibit strong risk-adjusted returns.
To learn more about the award winning Zephyr: https://informaconnect.com/zephyr/
Locate Zephyr StatFacts here: https://informaconnect.com/zephyr/risk-management/
Zephyr's Market Strategist, Ryan Nauman discusses how SMAs can free up more of a wealth manager's precious time and enhance the client experience. Ryan also outlines the characteristics of SMAs and the benefits of incorporating the investment vehicle in your client's investment portfolios.
To learn more about Zephyr and PSN SMA data: https://informaconnect.com/zephyr/
In this very fascinating and engaging conversation, Judi Galst, Associate Director of Private Clients at Henley & Partners brings a wealth of insight regarding obtaining alternative Residence and Citizenship by investment. During this very enlightening conversation Judi talks about the increasing demand from Americans to invest in foreign passports to help diversify their mobility options.
Judi also discusses how Henley & Partners partners with wealth managers to help their clients achieve their goals of living abroad and/or investing in alternative residence and citizenship and why Americans are looking to do this more then ever before.
To Learn more about Zephyr: https://informaconnect.com/zephyr/
To learn more about Henley & Partners: https://www.henleyglobal.com/
Revisor Group's Founder and President, Landon Jones and CIO Ethan Dunbar join Ryan in a very entertaining and engaging episode in which they provide their investment outlook for the second half of 2023, themes that are being overlooked and how they are positioning their client portfolios.
To learn more about Zephyr: https://informaconnect.com/zephyr/
To learn more about Revisor Group: https://revisorgroup.com/
Advisors Asset Management's (AAM) CIO Clint Corso joins the show to provide his investment outlook for the remainder of 2023 in this very insightful conversation. Cliff gives his thoughts on if the current technology rally is overdone, where investors can find investment opportunites, and what are the biggest risks to the strong equity performance. Lastly, Cliff provides his thoughts on how investors should position their investment portfolios in equities, fixed income and alternatives moving forward.
To learn more about the award winning Zephyr: https://informaconnect.com/zephyr/
To learn more about Advisors Asset Management: https://www.aamlive.com/publicsite/aamhome
Charles Smith, Principal in the Wealth & Asset Management consulting practice at EY drops a ton of insight on the trends impacting the practices of financial advisors and wealth managers. In this very insightful and fun conversation Charles discusses everything from technology stacks to client acquisition strategies and of course artificial intelligence (AI) in order to enhance the client experience.
To learn more about the award winning Zephyr: https://informaconnect.com/zephyr/
To learn more about EY Wealth and Asset Management: https://www.ey.com/en_gl/wealth-asset-management
EY’s Global Wealth Report for 2023: https://www.ey.com/en_gl/wealth-asset-management/2023-global-wealth-research-report
Miramar Capital's Founder and Senior Portfolio Manager, Max Wasserman doesn't hold back in his comments regarding the Federal Reserves' (Fed) job performance in this very lively and entertaining episode of the Adjusted for Risk podcast.
In this episode Max outlines what the recent Fed actions and comments mean for investors, will we get to the Fed's 2% inflation target, what he is telling his clients and what the biggest risk to markets is. Lastly, he lets us know what he wants to do with the Fed and brings up a fantastic character.
To learn more about Zephyr: https://informaconnect.com/zephyr/
To learn more about Miramar Capital: https://miramarcap.com/
During this episode of Zephyr's Adjusted for Risk podcast, Ryan goes solo and takes a look at recent drivers of market performance, what some market and economic indicators are telling us, and gives his thoughts on why it's not the time to get overly bullish.
In this fascinating and engaging episode of Zephyr's Adjusted for Risk podcast, Kayne Anderson Rudnick's award winning portfolio manager, Jon Christensen, CFA joins Ryan to discuss everything related to investing in small-caps. Jon goes in-depth about his investment strategy and what he looks for when searching for his next investment. Jon also gives his thoughts on what is currently holding small-caps back and what type of macro environment small-cap investors should hope for moving forward.
Lastly, Jon talks about his amazing baseball card collection.
To learn more about the award winning Zephyr: https://informaconnect.com/zephyr/
To learn more about Zephyr's PSN Top Guns: https://informaconnect.com/zephyr/psn-top-guns/
To Learn more about Kayne Anderson Rudnick: https://kayne.com/
During this episode of Zephyr's Adjusted for Risk Podcast, BlueRock Capital Market's CEO, Jeff Schwaber joins Ryan to discuss the impact and importance of adding alternatives to investment portfolios and asset allocations. Jeff also digs deep on what retail investors can learn from big pensions and endowments, while dropping a wealth of insight on the real estate market and private credit.
To learn more about the award winning Zephyr: https://zephyrfinancialsolutions.com/
To learn more about BlueRock: https://bluerock.com/
In this very insightful and engaging episode of Zephyr's Adjusted for Risk podcast, Wharton School of the University of Pennsylvania faculty member and Forefront Analytics' CEO Dr. Christopher Geczy joins the show.
Dr. Geczy drops an abundance of knowledge on the topic of asset allocation and if it is time to re-think how financial professionals view asset allocation strategies, considerations when creating an optimized investment portfolio, how FOMO is impacting investment decisions, and opens up about the 60/40 portfolio. You don't want to miss his story about how Stan Druckenmiller implements his investment strategy.
To learn more about the award winning Zephyr: https://zephyrfinancialsolutions.com/
To learn more about the Jacobs Levy Equity Management Center: https://jacobslevycenter.wharton.upenn.edu/
To learn more about the Wharton Wealth Management Initiative: https://executiveeducation.wharton.upenn.edu/thought-leadership/wharton-wealth-management-initiative/
To learn more about Forefront Analytics: https://www.forefrontanalytics.com/index.html
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at downside deviaiton, and why he thinks Financial Professionals should use this downside risk statistic when trying to locate managers who exhibit good capital preservations skills.
To learn more about the award winning Zephyr: https://informaconnect.com/zephyr/
In this special edition of Zephyr's Adjusted for Risk podcast, Ryan welcome's Zephyr's Chris Volpe, Head of Wealth Management and Randy Jones, Director of Product Management, who are both FinTech visionaries and respected voices within the industry. The three discuss Zephyr's upcoming Summit Conference which is loaded with star studded speakers and a fantastic lineup of informative sessions.
Chris and Randy also discuss the recent achievements of Zephyr and what they have in their vision moving forward for the award winning investment management application.
To learn more about Zephyr: https://informaconnect.com/zephyr/
To learn more about the Zephyr Summit : https://informaconnect.com/zephyr-summit/
This is a big week for Separately Managed Account managers as Zephyr announced the 2022 PSN Top Gun Managers of the Decade this week. It was obviously quite the decade for financial markets and one that will go down in the history books. It was a decade driven by political events, a pandemic and historical monetary policies.
To learn more about the PSN Top Guns and award winning Zephyr: https://informaconnect.com/zephyr/
In this episode of Zephyr's Adjusted for Risk podcast Ryan is joined by Swan Global's Rob Swan. During this very entertaining and informative discussion about equity hedging we look at how financial advisors should go about incorporating hedging in their asset allocations, we answer the question why hedging, and discuss the important question of cost.
Rob, who is an expert in hedging, offers up a fantastic takeaway regarding hedging and tells some fantastic stories along the way.
To learn more about the award winning Zephyr: https://informaconnect.com/zephyr/
To learn more about Swan Global: https://www.swanglobalinvestments.com/
Revisor Wealth Management Partners' Landon Jones, MBA, CFP and Ethan Dunbar, CFA join the show in a very engaging and entertaining conversation that you don't want to miss! In this episode we discuss the benefits of outsourcing investment management, and all things direct indexing including how it's different than SMAs. And there might be a quick discussion about eggs and some tennis stories.
Revisor Wealth Management Partners: www.https://www.revisorpartners.com/
AdvizorStack's Paul and Nico DeMaio join the show to discuss the evolution of financial services, issues financial advisors face today, and preparing for generational asset transfers & succession planning. We also get an inside glimpse of what it's like to follow in your successful father's footsteps as well as working with your son.
To learn more about AdvizorStack's story and services - www.AdvizorStack.com
**This is a big week for Separately Managed Account managers as Zephyr announced the fourth quarter 2022 PSN Top Gun award winners this week. It was obviously quite the turn around for financial markets during the quarter with many managers capitalizing on the strong quarter.
In this episode Ryan provides a fourth quarter market recap and highlights some of the Top Gun award winners.**
In this episode of the Adjusted for Risk podcast Ryan looks back at January's equity rally which slowed in February following the Federal Reserve's (Fed) February FOMC meeting. Watch as Ryan discusses the Fed's announcement and why it dashed investor's hopes of a hawkish-to-dovish pivot.
It goes without saying that 2022 was a very interesting year for fincial markets and one that won't be forgotten. Both equities and bonds were down double digits in the same year for the first time ever. While equities experienced one of their worst years ever, the Bloomberg Aggregate index experienced its steepest drawdown ever. Investors faced a war in Ukraine, the Federal Reserve increased interest rates at the steepest pace in four decades, inflation spiked to 40-year highs and mortgage rates more then doubled.
In this episode Ryan looks at some of the noteworthy market dynamics that played out during the tumultuous 2022.
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at the Information ratio, and why he thinks Financial Professionals should use this return vs risk tradeoff statistic when trying to justify an active manager's existence, while also discussing some of its drawbacks.
In this episode of the Adjusted for Risk podcast, Ryan Nauman looks ahead to 2023 and what to look for as you prepare your client's investment portfolios for the new year. Ryan highlights eight topics that he will be watching in 2023 that will drive markets and considerations to prepare investment portfolios for the new year.
In this edition of the Adjusted for Risk podcast Ryan digs deep into the performance of two PSN Top Gun Award Winning managers (Next Century Growth's Small Cap Growth strategy and Granahan Investment's Small Cap Focused Growth strategy) to determines what manager should make your investment lineup.
In this episode of the Adjusted for Risk podcast Ryan recaps this week's headlines including the markets reaction to Fed Chairman Jerome Powell's speech, updated inflation report and the new jobs report. Additionally, Ryan covers some of the highlights from his panel discussion at the Investment Fuse USA conference and finally the changing landscape of college football bowl season.
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at one of the most popular investment metrics, Alpha, and why he thinks Financial Professionals should use this return vs risk tradeoff statistic when measuring a manager's skill or ability to add value over a passive benchmark, while also discussing some of its drawbacks.
In this episode of Adjusted for Risk, Ryan takes a look back at the third quarter, highlights some of the PSN Top Gun award winners, and the challenges that asset managers faced during the quarter.
In this episode Ryan looks at five key factors to determine if equity markets have hit bottom, why the Federal Reserve and not the midterm elections remain the only game in town, and giving thanks to all veterans.
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at Zephyr's proprietary risk-adjusted return metric, the Zephyr K-Ratio, and why he thinks Financial Professionals should use this return vs risk tradeoff statistic when looking for managers who maximize the rate at which wealth is created and the consistency of the path of wealth creation
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at the most popular risk-adjusted return metric, the Sharpe Ratio, and why he thinks Financial Professionals should use this return vs risk tradeoff statistic when looking for managers who maximize return per unit of risk while also discussing some of its drawbacks.
In this episode of the Adjusted for Risk Podcast, Ryan takes a look at the State of The Markets and what has been the primary drivers of the recent market chaos, what investment qualities to look for when constructing a resilient portfolio and what are some signs that may signal we are in a bottoming process.
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at the Zephyr Pain Ratio and why he thinks Financial Professionals should use this return vs risk tradeoff statistic when looking for managers who maximize return per unit of risk.
In this episode of the Adjusted for Risk Podcast Ryan discusses the dynamics that are keeping inflation elevated and why more pain is needed. Ryan also highlights some different investments that may be more resilient to a period of slowly declining inflation, rising interest rates and a recession.
In this edition of the Adjusted for Risk podcast Ryan digs deep into the performance of two PSN Top Gun Award Winners (Federated Hermes' Strategic Value Dividend and Morgan Dempsey Large Cap Value) and determines what manager should make your investment lineup.
Regardless if you are on the wealth management or asset management side of the business, this episode of Adjusted for Risk is a must watch! Deborah George who is President of Growing Emerging Managers' Services (GEMS) joins the show to discuss a passion of hers - Emerging Managers. Debbie is the industry leader in this space and shares a wealth of information on this episode about the evolution, benefits, and how to invest in emerging managers along with some tips for women who aspire to get into the investment management space.
Join Ryan as he discusses the July inflation print and what it means for the Federal Reserve, what corporate yield spreads are telling us and finally it is football season!
Join Ryan as he discusses the conflicting messages the bond and equity markets are giving investors and how investors should handle the messages. Ryan also takes a closer look at the inverted yield curve and whether it's time for investors to panic and finally he takes a YOLO approach.
Ryan is joined by Brad Goulet and Stig Sandell who are both Senior Mortgage Bankers at Bell Bank Mortgage and hosts of the very popular " Realtor Conversations with Brad Goulet and Stig Sandell" podcast.
Brad and Stig share their expertise on the housing market in a very fun and lively conversation. The dynamic duo provides their thoughts on the health of the housing market as well as mistakes buyers make in todays environment and why you should consider marrying the house and dating the rates.
In this Zephyr StatFact version of the Adjusted for Risk podcast, Ryan looks at the Zephyr Pain Index and why he thinks it's a more comprehensive look at a manager's capital preservation tendencies than the popular maximum drawdown statistic.
Ryan welcomes Trae Smith, Account Executive at Zephyr and CEO and Founder of PowerHaus Agency. Listen to Ryan and Trae as they discuss the evolving nature of college athletics and the role financial advisors can play as student athletes look to benefit from their Name. Image, and Likeness (NIL).
In this week's episode of Adjusted for Risk Ryan recaps the strong week for markets and answers the question if the bounce was the start of a market recovery. He also provides some insight into his recent research regarding the role alternatives play in asset allocations, and finally the gift that keeps on giving.
In this episode of the Adjusted for Risk podcast, Ryan looks at equity performance the last time the Federal Reserve was this hawkish (1979 - 1982) and the outcome may surprise some. Ryan also discusses ESG and why the investment style has come under fire recently and the amazing responsibility of being a Father.
Join Ryan as he discusses the HOT inflation report and is there any easing in sight. What he thinks the Fed's response should be and how the inflation is impacting consumer sentiment. He also talks about his recent analysis regarding the changing behavior of U.S. market indexes and finally the connection between kids soccer and life.
Randy Jones, Director of Product Strategy at award winning Zephyr joins Ryan to discuss the ever changing landscape of the wealth management space, the challenges that Financial Advisors face and the opportunities that await.
Ryan discusses the tough macro backdrop investors are currently faced with and investment strategies to consider during this turbulent time, active managers making a comeback, and a weekend of remembrance.
In this episode of Adjusted for Risk, Ryan uncovers some interesting trends when taking a closer look at the PSN Top Gun Award winning Equity Investment Corporation's Large Cap Value Equity strategy. Ryan also gives his thoughts on the state of college athletics.
Join Ryan as he discusses the health of the current economic environment, has inflation peaked? And the book Liar's Poker.
Join Ryan as he takes a closer look at what is driving the biggest equity sell-off since 1970. He also discusses the market reaction to the Federal Reserve's 50 bps hike, and most importantly a story for Mother's Day.
Ryan discusses ESG performance and what it's attributed to, Q1 earnings and America's pastime.