In this episode of Zephyr's Adjusted for Risk Podcast, Ryan Naman, Market Strategist at Zephyr, welcomes Joy Yang, Head of Index Product Management and Marketing at MarketVector Indexes. They dive into the recent market sell-off and the intricate dynamics of risk management.

They delve into the dynamics of active vs. passive ETFs, the effects of the market's current bear tendencies on financial advisors' strategies, and the evolving landscape of technology investments, particularly AI and Bitcoin. Joy also shares insights on diversification, the importance of education in investment decision-making, and the role of ETFs in modern portfolio management. This episode is packed with actionable insights for financial professionals looking to navigate the current market volatility and make informed investment decisions.

00:00 Introduction and Welcome
01:11 Guest Introduction: Joy Yang
01:35 Understanding Market Vector Indexes
02:59 Active vs. Passive Investing
06:05 Market Sell-Off and Financial Advisor Strategies
09:00 The Role of Education in Investing
12:05 Diversification and Risk Management
22:31 Bitcoin and Crypto Assets in Portfolios
28:32 ETFs and Market Volatility
31:48 Conclusion and Contact Information

Jeffrey Sherman, Deputy CIO at DoubleLine joins Zephyr's Ryan Nauman on location at the Exchange conference to discuss the state of the fixed income market and what it all means for investors.

During this very insightful and engaging conversation, Jeffrey does a fantastic job of discussing the journey fixed income investors have been on in recent years. He also shares his insights into the current uncertain macro environment and the issues the uncertainty is causing, what yields are telling us and does he believe credit spreads are at an attractive level yet.

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PSN Top Guns award winning firm, Stansberry Asset Management's Deputy CIO and Portfolio Manager, Mario Valente joins Ryan Nauman to discuss the current state of the fixed income market.
Mario also shares some great insight about why it's important to take an active investment approach when investing in fixed income and why Separately Managed Accounts are a great way to invest in fixed income while providing other benefits to investors.

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Banrion Capital Management's CEO, Shana Sissel joins Ryan Nauman to talk the intersection of professional sports and investing.

Shana does a fantastic job of explaining the recent trends of private equity firms buying stakes in professional sports teams, the impact it has on retail investors and how it may may make investing in private equity more related able. Shana also discusses the fact that private equity firms aren't just focusing in on the big four professional leagues.

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In honor of International Women's Month, Ryan Nauman had the pleasure of talking with three women who are doing fantastic things in the investment management space.

Sharing their journeys into the investment management space were:
Dana D’Auria - Group President of Solutions & Co-CIO at Envestnet
Shana Sissel – CEO of Banrion Capital Management
Bridget Costello – Wealth Advisor at Kayne Anderson Rudnick

During this very engaging and insightful conversation, Dana, Shana and Bridget shared their stories about their journey from deciding to enter the investment management space to their current positions. They discussed how they overcame obstacles along the way, the role their mentors played, and some very helpful tips for other women who are looking to get into and advance in the wealth management space.

Across 2024, Zephyr's Market Strategist, Ryan Nauman has had the privilege of talking with some of the most influential and thought-provoking leaders in the wealth and investment management space. These individuals are bringing innovation, thought leadership, solutions and research to the market that make a real difference to the daily activities of financial advisors which helps them create better outcomes for their clients.

We have compiled some of the best moments of the Adjusted for Risk podcast over the past year. You will hear from:

• David Albrycht, President and CIO, NewFleet Asset Management
• Ed Slott, President of The Ed Slott and Company
• Ric Edelman, Founder, Digital Assets Council of Financial Professionals
• Dana D’Auria, Co-CIO and Group President, Envestnet
• James Jackson, co-chief investment officer and senior portfolio manager of Victory Income Investors, a Victory Capital Investment Franchise
• Dr. Chris Geczy, Ph.D. Founder, CEO and Chief Investment Officer of Forefront Analytics; Finance Department faculty at the Wharton School of the University of Pennsylvania
• Walker Williams, Chief Market Strategist, Lido Advisors

Thank you to all the amazing guests we have had on the podcast and to all of the listeners who choose to listen to the Adjusted for Risk podcast over the hundreds of other investment podcasts out there. Thank you and we hope you enjoy just some of the best clips of the past year.