Welcome to the Zephyr’s Adjusted for Risk Podcast. In this episode, market strategist Ryan Nauman interviews Dean Smith, Portfolio Manager and Chief Strategist at FolioBeyond, discussing the critical importance of risk management in investment portfolios. They delve into strategies for managing risk, the impact of tariffs, the current interest rate environment, and the evolving complexities of fixed income markets. Learn how to navigate today’s volatile financial landscape and why managing drawdown risk is crucial.
Sponsored by Zephyr, a tool that helps investment professionals make informed decisions. Don’t miss Dean’s expert insights and practical advice for financial advisors.
00:00 Introduction and Sponsor Message
01:05 Guest Introduction: Dean Smith
01:37 Dean Smith’s Career Journey
04:33 The Evolution of Fixed Income Markets
11:27 Current Market Risks and Tariffs
17:35 Debt and Deficit Implications of the New Bill
18:34 Geopolitical Volatility: Middle East and Ukraine
19:19 Market Predictions and Federal Reserve Actions
21:08 Managing Fixed Income Risk in Portfolios
21:54 Risk Strategies for Financial Advisors
26:45 Importance of Diversification and Drawdown Risk
34:07 Final Thoughts and Resources
Zephyr can help Financial Advisors create risk management strategies here.
Learn more about FolioBeyond here.
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