Navigating Financial Turbulence and Embracing New Portfolio Models with Alex Shahidi

Lead-Lag Live

What if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbulent 2000s. Together, we explore the evolution of financial advising, transitioning from commission-driven stockbroking to a more client-focused advisory model that prioritizes independent thinking over firm profits.
As we navigate the challenges of our current financial landscape, Alex and I discuss the crucial role of questioning established methods, like the traditional 60-40 portfolio model. The conversation highlights the dangers of recency bias and underscores the importance of examining historical market data to better understand investment cycles. We tackle the unpredictable nature of market trends and the necessity of preparing for unexpected events, all while advocating for a more diversified approach to portfolio management that aligns with individual risk tolerance.
Dive into the world of risk parity and asset diversification as we break down strategies for building a robust investment portfolio. From the potential benefits of inflation hedge assets like commodities and gold to the framework of balancing risk and return across diverse asset classes, we emphasize the value of true diversification. Our discussion underscores the challenges faced by investors in maintaining a long-term approach amidst the constant influx of market information, ultimately advocating for a balanced investment strategy tailored to individual patience and perspective.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Evoke Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

챕터

1. The Evolution of Financial Advising (00:00:00)

2. The Challenge of Financial Independence (00:03:56)

3. Navigating Market Uncertainty and Inflation (00:12:55)

4. Risk Parity and Asset Diversification (00:22:20)

5. Diversified Risk Portfolio Allocation Efficiency (00:35:11)