Alex Shahidi

In this engaging discussion, Alex Shahidi, Co-CIO and managing partner of Evoke Advisors, shares his expertise on risk parity investing and portfolio diversification. He critiques the traditional 60-40 asset allocation model, advocating for a balanced approach that mitigates risks across various economic scenarios. The conversation covers market history, the strategic significance of cash and TIPS during inflation, and how innovative tools like RPAR and UPAR can enhance investment strategies. Discover insights to optimize your portfolio while navigating volatile markets.

In this discussion, Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, delves into the flaws of the traditional 60/40 portfolio and advocates for risk parity as a solution. He highlights the importance of true diversification to guard against growth and inflation shocks. Shahidi also explains why current market conditions, including concentration in U.S. tech stocks, necessitate a balanced approach to investing. Listeners gain insights into constructing resilient portfolios that can withstand potential market turbulence and avoid "lost decades."

Jeremy Grantham, a legendary investor leading GMO with $60 billion in assets, shares his insights alongside Alex Shahidi, Co-CIO of Evoke Wealth. They dive into the current market bubble, discussing its uniqueness and the implications of climate change on investing. The duo explores value investing's resurgence, the promise of emerging markets, and the critical need for sustainable financial strategies. Additionally, they highlight the advantages of venture capital in green technology and the influence of inflation on investment decisions.

Alex Shahidi and Damien Bisserier, Co-CIOs of Evoke Wealth and ARIS Consulting, share their journey from major brokerage firms to founding their own $19 billion advisory. They discuss their innovative strategy for uncorrelated returns across markets, emphasizing risk parity and the influence of human behavior in investment decisions. The duo delves into the complexities of hedge fund strategies, the importance of structured manager relationships, and their personal insights on balancing caution with risk in both life and investing.

Join financial experts Alex Shahidi, who has over 20 years in investment management, and Damien Bisserier, a former Bridgewater Associates strategist. They delve into balanced portfolio allocation and risk parity, emphasizing its resilience across economic climates. Discover how to create a balanced portfolio that minimizes correlations, learn from billionaire Ray Dalio’s strategies, and rethink traditional investment wisdom for better long-term outcomes. Plus, insights on the importance of constructive feedback in achieving growth!