Brad Barrie

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.

Brad Barrie, portfolio manager for the Dynamic Alpha Macro Fund at Dynamic Wealth Group, redefines diversification in investing. He likens portfolio construction to baking the perfect cookie, emphasizing that true diversity involves blending non-correlated assets, not just stocks and bonds. Barrie introduces a multi-dimensional approach that leverages global macro strategies, showcasing how factors like weather can impact prices irrespective of market trends. His insights aim to help investors navigate volatility and optimize long-term performance with innovative asset allocation.

Brad Barrie and David Johnson of Dynamic Wealth Group discuss blending equity exposure with discretionary global macro allocations to provide smoother returns. They talk about portfolio construction, dynamic rebalancing models, meeting Shatner, and using analogies from Star Trek and NASA for investment concepts.