February 22, 2024

Set Phasers to Stocks+Discretionary Global Macro – with Dynamic Alpha

1 hour 2 minutes

From NASA to Star Trek, Brad Barrie and David Johnson of

Dynamic 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 rebalancing

models 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 move

from orbit to warp speed. Engage!

Chapters:

00:00-01:32= Intro

01:33-05:02= Las Vegas: a place for peace & tranquility

05:03-21:44= Diversified portfolios for Mutual funds, NASA,

minimizing the downside and correlation to everything

21:45-36:28= 60/40 Bonds – Bring on Managed Futures and

direct exposure

36:29-49:03= Global macro commodities, offense, the

alternative to alternatives & driving the return

49:04-57:21= Star Trek, a blossoming career incentive –

meeting Shatner, Sci-fi language and investing for Trekys

57:22-01:02:50= Treky favorites

From 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 market

Blog post – Set Phasers to ‘Systematic’

Dynamic Blog post: What Star Trek can teach you about investing & financial planning

Follow along with Dynamic Wealth on Twitter @DynamicAlphaSol

and also Brad & David's LinkedIn Brad Barrie, David Johnson

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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 managed

futures, 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

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