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Insight is Capital™ Podcast

Risk Mitigating Strategies Framework - Jason Josephiac & Ryan Lobdell

Jul 24, 2023
01:06:38

Meketa Investment Group, a consulting company with a rich history, wants to make the complicated language of investing easier for everyone.

In this episode Jason Josephiac and Ryan Lobdell of Meketa Investment Group discuss the educational paper they released this year that tries to clear up much of this confusion.

They note that calling something a "hedge fund" is a bit like saying "sports" without saying which sport you mean - which could be anything from football to car racing (think football ≠ car racing). Just like in sports, it's important to have a well-rounded team with different strengths, and Meketa's Josephiac and Lobdell want to help investors do this with their investments.

Our conversation delves into how the best teams have both a strong attack (offense) and a strong defense. It's the same with investing. If your investments are all attacking (basically going after growth), you might be taking on more risk than you think and leaving yourself open (to being attacked) on the defense side. This might mean you're not set up as well as you could be to consistently do well. They also point out that some programs that are supposed to protect you (like playing defense in sports) might not really be doing that job well.

We discuss all of the accessible investment tools and strategies an investor have at the ready to build a championship level portfolio.

Thank you for listening.

Where to find Ryan Lobdell & Jason Josephiac:

Ryan Lobdell on Linkedin

Jason Josepiac on Linkedin

Read the whitepaper: Risk Mitigating Strategies (RMS) Framework

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