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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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In this episode of Lead-Lag Live, I sit down with Brad Barrie, Co-Founder, Managing Director, and Chief Investment Officer at Dynamic Wealth Group, to unpack how global-macro investing helps investors prepare for uncertainty — not predict it.
From his Halloween-candy analogy on diversification to the risks hiding behind record valuations, Brad explains why hope isn’t a strategy, why true diversification means non-correlation, and how the Dynamic Alpha Macro Fund aims to thrive when others panic.
In this episode:
– Why diversification today often means being “badly diversified”
– How global macro can hedge against high valuations and volatility
– Why the Dynamic Alpha Macro Fund (DYMAX) is built for flexibility
– How technicals and fundamentals work together in a macro framework
– Why investors need multiple drivers of return, not just hope
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise
#LeadLagLive #DynamicWealthGroup #GlobalMacro #Investing #Diversification #Markets #DYMAX
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Chapters
1. Fear and Fundamentals: Brad Barrie on Global Macro, Diversification, and the Market’s Next Big Test (00:00:00)
2. Market Setup And Valuations; (00:01:11)
3. Introducing Brad And His Strategy; (00:02:18)
4. Halloween Analogies For Diversification; (00:02:41)
5. What Real Diversification Means; (00:04:11)
6. Defining Global Macro Simply; (00:05:53)
7. Themes Over Tickers: The Copper Example; (00:08:01)
8. Why Add Macro Now; (00:08:19)
9. Preparing For Unknowns, Not Predicting; (00:11:13)
10. How To Allocate To DYMIX; (00:12:43)
11. Performance, Correlation, And Capture Ratios; (00:14:40)
12. Where To Learn More And Connect (00:15:40)
864 episodes
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