In this episode of Zephyr’s Adjusted for Risk Podcast, we delve deep into the nuances of modern investment strategies. Featuring Zed Francis, CIO and Co-founder of Convexitas, this episode explores the evolution of financial markets, challenges in building diversified portfolios, and the emergence of new investment strategies using derivatives. Zed shares his insights on the importance of rebalancing, the limitations of traditional 60/40 portfolios, and innovative sector replacement strategies. Sponsored by Zephyr, this episode is a must-watch for financial advisors seeking to enhance their portfolio management techniques.
Zephyr can help financial advisors with risk management strategies here.
Learn more about Convexitas here.
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00:00 Introduction and Welcome
01:14 Meet Zed Francis: Background and Career
05:22 The Evolution of Diversification
08:42 Rebalancing Strategies and Their Importance
10:37 Challenges with Traditional Diversification
12:35 Implementing Derivative Strategies
14:38 The Right Wrapper for the Right Tool
20:38 Practical Applications for Financial Advisors
31:11 Conclusion and Contact Information