How to Use Market Cycles to Manage Portfolio Risk - Vincent Randazzo, CMT, [Founder]

In this episode, host Belle Osvath, CFP®, talks with Vincent Randazzo, CMT, founder of ViewRight Advisors and former Head of Technical Research at CFRA, about how financial advisors can better navigate market cycles and systemic risk using a disciplined, data-driven approach.

Vincent explains that traditional static asset allocation models don't account for the market cycle's stage—spring, summer, fall, or winter—and therefore miss critical opportunities to manage risk. He emphasizes the importance of active risk management, which differs from stock picking or market timing.

Vincent also challenges the assumption that compounding is straightforward, reminding listeners that path dependency matters—the sequence in which returns occur can significantly impact outcomes. His closing advice: helping clients avoid significant losses is more potent than chasing high returns, especially early in retirement.

To learn more or subscribe to Vincent's market research, visit viewright.ai or follow him on LinkedIn and X (@CMTRandazzo).

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