Advisor Success Series

Freedom Investment Management, Inc.
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Advisor Success Series Podcast

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

  1. AUG 22

    Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds

    In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatility traders to navigate around both the spike in market volatility as well as its quick reversion back to low levels. What happened in August is but another reminder of the challenges for do-it-yourself traders trying to positioning themselves to take a directional view on market volatility.

    29 min

  2. JUL 29

    Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management

    In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, he does highlight some potential pockets of turbulence and why investors should incorporate some tactical strategies to navigate through this turbulence.

    28 min

  3. JUN 25

    A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors

    In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to navigate between slowing growth and elevated inflation. Astoria studies economic and business cycles and emphasizes diversification across asset classes and investment styles but favors higher quality segments of the market as long as interest rates remain elevated.

    23 min

  4. JUN 4

    Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management

    In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology but in other economic segments across industrials and consumer discretionary.

    29 min

  5. MAY 6

    Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors

    In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector positioning.

    30 min

  6. MAR 27

    The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research

    In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors should be mindful of the quality of the companies, such as whether those companies can weather the storm of higher costs of capital while growing their earnings.

    27 min

  7. FEB 27

    Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management

    As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especially around fiscal and monetary uncertainties heading into this year's U.S. election.

    31 min

  8. 12/15/2023

    Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds

    In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavior of volatility pricing.

    36 min
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Ratings & Reviews

4
out of 5
6 Ratings

About

Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Information

  • Creator
    Freedom Investment Management, Inc.
  • Years Active
    2018 - 2024
  • Episodes
    88
  • Rating
    Clean
  • Show Website
    Advisor Success Series

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