Set Phasers to Stocks+Discretionary Global Macro – with Dynamic Alpha

From NASA to Star Trek, Brad Barrie and David Johnson of
Dynamic Wealth Group discuss how their shared interests inspired the development of their diversified mutual fund, which blends equity exposure with discretionary global macro allocations. They explain how this approach seeks to provide smoother returns through non-correlated exposures. Brad and David also delve into their backgrounds in aerospace, finance, and alternative investments. Tune in to learn how discretionary macro strategies can offer unique diversification benefits compared to systematic trend following. This episode discusses portfolio construction techniques including dynamic rebalancing
models for mutual funds. Throughout, analogies from Star Trek, NASA, and other aeronautical aspects provide entertaining parallels for investment concepts, even attending and speaking at a Star Trek “con” (not in costume)to connect with individual investors! Jump on the starship enterprise with us, as we move
from orbit to warp speed. Engage!

Chapters:
00:00-01:32= Intro
01:33-05:02= Las Vegas: a place for peace & tranquility
05:03-21:44= Diversified portfolios for Mutual funds, NASA,
minimizing the downside and correlation to everything
21:45-36:28= 60/40 Bonds – Bring on Managed Futures and
direct exposure
36:29-49:03= Global macro commodities, offense, the
alternative to alternatives & driving the return
49:04-57:21= Star Trek, a blossoming career incentive –
meeting Shatner, Sci-fi language and investing for Trekys
57:22-01:02:50= Treky favorites

From the episode:
Blog post – It may be a slow news day, but…
Blog post – The picture from space that shows why commodities are non-correlated to the stock market
Blog post – Set Phasers to ‘Systematic’
Dynamic Blog post: What Star Trek can teach you about investing & financial planning

Follow along with Dynamic Wealth on Twitter @DynamicAlphaSol
and also Brad & David's LinkedIn Brad Barrie, David Johnson

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