Adrian Helfert
Investment professional at Westwood focused on portfolio construction across capital appreciation, income, and event-driven strategies, with expertise in evaluating AI-driven capital spending and market concentration risks.
Best podcasts with Adrian Helfert
Ranked by the Snipd community
10 snips
Dec 21, 2025 • 1h 1min
The Existential Spending Battle | Adrian Helfert on What You’re Missing in the AI Arms Race
Adrian Helfert, an investment professional at Westwood known for his expertise in portfolio construction, joins the discussion to dissect the impact of AI on investing. He explores how AI-driven capital spending is reshaping return profiles and presents a framework for portfolio construction. Adrian discusses the dual nature of AI as both opportunity and risk, the debate over market concentration, and challenges traditional recession indicators. He also suggests a rethink of the classic 60/40 portfolio and emphasizes the importance of tactical international diversification.
5 snips
Feb 27, 2024 • 1h 5min
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
Adrian Helfert discusses stock/bond allocation, equity breadth, and credit market richness. He emphasizes overweighting stocks over bonds. The podcast also explores stock market valuations, return attribution, and the notion of 'equity duration'. Additionally, it delves into comparisons to the Dot Com Bubble and the outlook on credit and duration risk in the bond market.
