Lead-Lag Live

The Hidden Bus: Preparing for Market Uncertainty

7 snips
May 29, 2025
In this insightful discussion, Brad Barrie, a consultant and portfolio manager at Dynamic Wealth, shares his innovative thoughts on market disruptions. He challenges the traditional view of diversification, arguing that owning more assets doesn’t equate to safety. Using the 'bus you don’t see' analogy, he highlights unnoticed risks that can hit investors hard. Brad also explains his Dynamic Alpha Macro Fund's unique strategy, which combines global macro futures with equities, ensuring genuine non-correlation to enhance stability even in volatility.
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ANECDOTE

The Hidden Bus Analogy

  • Brad Barrie explains the "bus you don't see" analogy about unexpected market disruptions.
  • Investors often underestimate risks they see until they hit hard, like tariff volatility.
INSIGHT

Holistic Role of Advisors

  • Financial advisors cover many financial aspects, not just investments.
  • The best advisors act as a quarterback, connecting clients with experts to meet goals holistically.
ADVICE

Managing Market Volatility

  • During volatile markets, focus on facts and logic, not emotions.
  • Proactively communicate reassuring updates to clients about portfolio positions.
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