Welcome to Zephyr’s Adjusted for Risk podcast! This episode features an in-depth conversation between host Ryan Nauman and David Sherman, founder and CIO of CrossingBridge Advisors. David shares his extensive experience in the financial industry and discusses the intricacies of duration, fixed income markets, and investment strategies. Learn about the importance of protecting capital, the risks and benefits of low-duration bonds, and how to match investment strategies with financial goals. David also shares insights on the Nordic fixed income market and high-yield bonds, providing valuable tips for financial advisors and investors alike. Don’t miss this comprehensive guide to navigating interest rate volatility and making informed investment decisions.
00:00 Introduction to Zephyr’s Adjusted for Risk Podcast
01:06 Meet David Sherman: Founder and CIO of CrossingBridge Advisors
03:04 Investment Philosophy: Return of Capital vs. Return on Capital
05:43 Protecting Capital and Understanding Risk
16:40 The Role of Duration in Investment Strategy
18:46 Understanding Duration in Fixed Income
19:30 Risks and Strategies of Low Duration Bonds
24:20 High Yield Bonds: Opportunities and Considerations
32:14 International Fixed Income Opportunities
35:00 Conclusion and Contact Information
Zephyr can help financial advisors build investment portfolios that can protect against downside losses here.
Learn more about CrossingBridge Advisors here and read their Q2 2025 Investor Commentary here.
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