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
Algorithmic Sports Betting, Trading Metals to Trending Commodities, & Crypto’s Future with Charlie McGarraugh of Blockchain.com
What happens in Vegas…. Gets Dished on this Pod. Overheard at a Derivatives Conference, Part 1
Wine as an Asset Class: Demands, Dilemmas, & Distribution with Vinovest's Anthony Zhang
Vol Arb, Rates Vol, Dispersion, & Risk Premium. Part II with Noel Smith
Setting the Risk Parity Record Straight (it’s NOT just stocks/bonds) with Resolve’s Rodrigo Gordillo and Mike Philbrick
The Glory Days, Market Making & Trading Options at the CBOE with Noel Smith of Convex AM
Trend Following, Signal Deterioration, & Crypto Modelling With Quant Artur Sepp
What’s New about the New -1x/+2x VIX ETFs SVIX and UVIX, w/ Stuart Barton, Jim Carroll & Vance Harwood
Using Emotions to Make Better Decisions and Deliver Results with ReThink’s Denise Shull
Hedge Funds vs ETFs, Passive vs Active, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
Why is intraday trading so hard, Where is the ES liquidity, and When are most market moves happening (overnight), with Deepfield’s CEO, Bastian Bolesta
The Trillions of Dollars tracking Three Million Indices, with F.T.'s Finance Correspondent, Robin Wigglesworth
Commodity Volatility, Global Macro, and Trend Following with Alan Dunne from Archive Capital
Vol Persistence, The Unholy Trinity of Risk, and the (100 yr) Dragon Portfolio for our 100th episode with Chris Cole
A Macro take on Russia’s Gambit, Oil, Gold, Bitcoin and more with Luke Gromen
VIX in the 30s, talking market shocks and VIX spikes with Brian Stutland of Equity Armor
Trend following. The dynamic systems & strategies that make up a modern CTA, w/ EMCs John Krautsack
High Frequency Trading and Systematic Macro Funds with Matthew Hanna of Teza Technology
Wood is Good! With the Lords of Lumber: Stinson Dean and Kyle Little
Protecting the Portfolio not with Long Vol, but with Long Gamma, with Convexitas
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