The Palumbo Podcast: Your journey to a work optional lifestyle

19: Looking Beneath the Surface of the S&P 500 w/John Lunt


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John Lunt has created a variety of diversified, tactical investment strategies used by financial advisors around the country. He co-created the methodologies for more than 10 index strategies calculated by S&P Dow Jones Indices and Nasdaq Global Indices. John has been a featured speaker at investment conferences around the country, and has written extensively about financial markets. He is a charter member of the ETF Strategists Roundtable for key influencers associated with ETF management. From 2001 to 2014, John served on the board of Utah Retirement Systems (URS), a multi-billion pension fund. From 2004 to 2007, he was elected by his peers as board president. John is currently a member of the investment committee for the $10+ billion Utah Educational Savings Plan (UESP/My529). In this episode, Phil and John discuss market trends, investment strategies, and the potential of AI in this space.

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The Palumbo Podcast: Your journey to a work optional lifestyleBy Philip Palumbo