Mid-Year Update: Perception vs Reality, Ep #72

Today's guest is Kristian Kerr, who is the head of macro Strategy at LPL Finance. Before joining LPL, he was the Western region head of foreign exchange and macro at City Private Bank. Before that, he spent a number of years in New York as a global hedge fund manager and is also head of various strategy and trading roles at other global financial institutions. Kristian believes investment strategy should be both data-driven and guided by human expertise. He says that this balance creates a more dynamic, flexible, and effective investment process that aims to deliver better long-term results. He shares his views on how investors should handle the changing market.
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LISTEN IF YOU ARE INTERESTED IN…
(00:00) Welcome to Upthinking Finance.
(01:20) Kristian shares his process as an advisor.
(05:30) The challenge of managing more risk, post-2020.
(09:15) Market correlations changing, impact on portfolio development.
(18:50) How geopolitics impact market trends.
(23:00) How investing has changed in the past decade.
(25:20) What's the value of trend following strategies?
(31:20) How to respond to someone who thinks the financial market will end.

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CONNECT WITH KRISTIAN KERR:
https://www.lpl.com/research/research-team/kristian-kerr.html

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CONNECT WITH EMERSON:
Website: www.CIAdvisers.com