The Guided Retirement Show

054: Assessing Risk During All-Time High Markets with Brad Kasper


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Our markets are at or near all-time highs. There are threats of inflation. People seem convinced that risk isn’t really present, even though it certainly is. What’s going on here, exactly?

To help make sense of market risks and how they apply to you, I’m thrilled to be talking with Brad Kasper, President of LSA Portfolio Analytics. He has extensive experience working with independent financial advisors all across the United States, giving them the tools and resources to make better investment decisions on their clients’ behalf. He aims not just to achieve better returns, but superior risk-adjusted returns for any fund, ETF, or portfolio he helps to build. 

In today’s conversation, we talk about Brad’s risk analysis processes, why not all independent advisors are truly independent, the history of extreme overvaluation and market crashes, and how to stress-test a portfolio to survive inflation and uncertainty.

In this podcast interview, you’ll learn:

  • Why so many so-called independent advisors are incentivized or paid by sponsors–and how to find truly independent financial advice.
  • Why valuations are higher now than in any previous market–and why this doesn’t guarantee that a crash is coming within the next year.
  • What made 2000-2002 such a unique period of wealth erosion.
  • How the global shutdown of 2020 created artificial markets and led to rampant inflation–and what makes stagflation such a powerful market killer.

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/54

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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The Guided Retirement ShowBy Dean Barber

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