This podcast features Brad Barrie and David Johnson from Dynamic Alpha Funds discussing their innovative mutual fund, the Dynamic Alpha Macro Fund (DYMIX). This approach pairs discretionary global macro strategies with traditional stock exposure. They use their Star Trek fandom to draw parallels between sci-fi concepts and investment strategies, emphasizing the importance of diversification, risk management, and non-correlated alternatives to potentially enhance portfolio performance. Their discussion also covers the intricacies of managing a mutual fund, the strategic use of rebalancing, and the exploration of alternative investments to navigate the complex financial landscape innovatively.

For more on our Star Trek related investment philosophy read our blog about “What Star Trek Can Teach You About Investing.”