Discussion on Star Trek Movies, Characters, and Fund Launch Experiences

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

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