Advisor Success Series Making the Transition from Sell-Side Strategist to Buy-Side Model Builder
May 7, 2018
Former sell-side ETF strategist, John Davi, discusses his transition to buy-side ETF model builder and shares his views on the current markets. They also explore topics such as the decline in liquidity and its impact on volatility, risks of owning fixed income instruments, analyzing liquid alternative solutions and portfolio hedge strategies, and advice on portfolio allocation and investing strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Transition from Sell-Side Strategist to Buy-Side Model Builder
01:44 • 4min
The Decline in Liquidity and its Impact on Volatility
06:11 • 18min
The Risks of Owning Fixed Income Instruments
24:39 • 6min
Analyzing Liquid Alternative Solutions and Portfolio Hedge Strategies
30:42 • 2min
Advice on Portfolio Allocation and Investing Strategies
32:58 • 3min