Show notes
From NASA to Star Trek, Brad Barrie and David Johnson ofDynamic Wealth Group discuss how their shared interests inspired the development of their diversified mutual fund, which blends equity exposure with discretionary global macro allocations. They explain how this approach seeks to provide smoother returns through non-correlated exposures. Brad and David also delve into their backgrounds in aerospace, finance, and alternative investments. Tune in to learn how discretionary macro strategies can offer unique diversification benefits compared to systematic trend following. This episode discusses portfolio construction techniques including dynamic rebalancingmodels for mutual funds. Throughout, analogies from Star Trek, NASA, and other aeronautical aspects provide entertaining parallels for investment concepts, even attending and speaking at a Star Trek “con” (not in costume)to connect with individual investors! Jump on the starship enterprise with us, as we movefrom orbit to warp speed. Engage!Chapters:minimizing the downside and correlation to everythingdirect exposurealternative to alternatives & driving the returnmeeting Shatner, Sci-fi language and investing for TrekysFrom the episode:Blog post – It may be a slow news day, but…Blog post – The picture from space that shows why commodities are non-correlated to the stock marketBlog post – Set Phasers to ‘Systematic’Dynamic Blog post: What Star Trek can teach you about investing & financial planningFollow along with Dynamic Wealth on Twitter @DynamicAlphaSoland also Brad & David's LinkedIn Brad Barrie, David Johnson Don't forget to subscribe to The Derivative, follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2, or LinkedIn , and Facebook, and sign-up for our blog digest.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managedfutures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

