Insightful Investor

Get ready to uncover the four biggest mistakes that investors often make! With 25 years of experience, the host emphasizes the importance of long-term thinking and diversification. Learn how behavioral biases can derail your financial success and the value of managing risk instead of trying to predict market movements. Embrace these insights to elevate your investment strategies and avoid potential pitfalls that could impact your journey.

David is co-founder and Managing Partner of Evoke Advisors and widely recognized as an industry trailblazer with over 32 years in wealth management. Having witnessed and contributed to the evolution of the industry, David shares valuable insights from his extensive experience as a dedicated client advocate.

This is part 2 of my conversation with Dave (part 1 was episode #43). Dave has over 30 years of experience managing risk across global markets and is the founder and CIO of Convex Strategies, based in Singapore. Dave shares insights about risk management, including identifying flaws in conventional risk frameworks.

Jeff deGraaf, the founder and head of technical research at Renaissance Macro Research, shares his expertise as a top technical analyst in Wall Street's Analyst Hall of Fame. He discusses the contrast between technical and fundamental analysis, emphasizing the significance of market psychology in decision-making. Jeff highlights the importance of adapting investment strategies in dynamic markets and navigating price signals over narratives. He also explores the impact of inflation on market dynamics and the nuances of investment errors.

David Dredge, Founder and CIO of Convex Strategies with over 30 years of risk management experience, offers intriguing insights into modern investment practices. He challenges traditional risk frameworks, advocating for a 'barbell' approach to navigate market uncertainties. Dredge highlights the significance of convexity in investment strategies, critiquing conventional measures. He also explores economic risks related to rising interest rates and emphasizes the impact of divergent investment returns, illustrating how key moments can make or break long-term growth.

Adam is co-founder and CEO of Daffy, a fintech platform focused on charitable giving. Adam was a software engineer at Apple and held executive roles at eBay, LinkedIn, Dropbox and most recently was CEO at Wealthfront. He also teaches personal finance for engineers at Stanford. Adam shares unique insights about technology, finance, leadership and philanthropy.

Roy is Executive Director and Co-Chair of the Investment Management Committee at Walter Scott, a Scotland-based firm managing $100B in assets (as of 8/31/24). With a focus on long-term investing, he emphasizes the significance of compounding returns and the importance of a disciplined approach to risk management.

Doug Kiersey, the CEO and President of Dermody Properties, shares his wealth of knowledge on the logistics real estate market. He dives into the evolution of e-commerce and its impact on supply chains, emphasizing sustainability and efficiency. Kiersey discusses major players like Amazon and highlights the growing demand for industrial spaces. He also addresses the challenges of navigating property investments in a competitive landscape. Tune in for valuable insights on the future of logistics and how to find hidden value in this dynamic sector.

Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, shares his expert insights on the Bitcoin bear case. He explores how market efficiency and passive investment strategies shape market valuations. Delving into the evolution of money, he discusses blockchain's transparency and Bitcoin's speculative nature. Green critiques Bitcoin's status as a currency versus a speculative asset, questioning its long-term viability while examining societal implications and the need for a deeper understanding of investments.

Sophie is a partner at Collaborative Fund, a New York-based venture capital firm that invests in companies operating at the intersection of for-profit and for-good. She shares insights on the dual objectives of generating financial returns while making a positive impact, discusses their unique “villain test,” and explores the emerging opportunities in climate and sustainability investing.