Ryan Nauman interviews Shang Chou, co-founder and managing partner at Dishmi Capital, about how portfolio construction is evolving beyond traditional 60/40 and mean-variance optimization toward…
Host Ryan Nauman interviews Rob Battista, EVP of Advisory Solutions at Vestmark, about the evolution from traditional one-size-fits-all model portfolios to more personalized custom model investment…
Ryan Nauman interviews Bill Davis, managing director and founder of Stance Capital, about whether the cap-weighted S&P 500 has become overly concentrated in mega-cap, highly correlated tech names and…
Host Ryan Nauman interviews Brad Kreidle, founder and president of MainLine West, about navigating the large, fragmented municipal bond market and why MainLine West was created to improve transparency…
Ryan Nauman discusses rapid ETF growth and key industry trends with Steve Foy, Senior Vice President of Trading at Tidal Financial Group. Foy explains Tidal’s full-stack ETF platform and ongoing…
Host Ryan Nauman welcomes Ethan Powell, Principal and CIO at Brookmont Capital Management, to discuss catastrophe bonds and how they help insurers transfer tail risks from natural disasters while…
Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting wealth management and why many advisors still underuse it due to fear, unrealistic…
On the Adjusted for Risk podcast, host Ryan Nauman interviews Haren Bhakta, founder and CEO of the Inside Ownership Index, who explains how the S&P 500’s free-float weighting effectively underweights…
Recorded live at Wealth Management EDGE, host Ryan Nauman welcomes Nate Lenz, co-founder and CEO of Concurrent, to discuss shifts in wealth management and the rise of NextGen advisors.Lenz explains…
From Lake Tahoe on the Adjusted for Risk podcast, Ryan Nauman welcomes back Adam Patti, CEO of VistaShares, to discuss how innovation in ETFs is bringing sophisticated strategies to retail investors…
