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Money Rx - The Evolution of Investing Strategies

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Manage episode 500316627 series 3638963
Content provided by Journey Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Journey Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Dave Jesiolowski and David Wagner discuss the evolution of investing strategies, emphasizing the need for a new playbook in today's market. They critique the outdated 60-40 portfolio model, explore the role of volatility as an opportunity, and delve into the use of options and tactical overlays for risk management. The conversation highlights the importance of diversification and return stacking, while also identifying red flags in investment strategies that could hinder long-term success.

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 500316627 series 3638963
Content provided by Journey Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Journey Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Dave Jesiolowski and David Wagner discuss the evolution of investing strategies, emphasizing the need for a new playbook in today's market. They critique the outdated 60-40 portfolio model, explore the role of volatility as an opportunity, and delve into the use of options and tactical overlays for risk management. The conversation highlights the importance of diversification and return stacking, while also identifying red flags in investment strategies that could hinder long-term success.

  continue reading

10 episodes

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