Join us on Average Joe Finances as our guest Tracey Lundell, a wealth advisor, shares her unconventional journey from aspiring diplomat to financial industry expert. Calling in from Canada, Tracy offers insights into her varied career, the importance of diversified income streams, and the necessity of taking that first step toward financial literacy. She emphasizes creating customized financial plans based on individual values and the significance of actionable steps in achieving long-term fi...
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Join us on Average Joe Finances as our guest Tracey Lundell, a wealth advisor, shares her unconventional journey from aspiring diplomat to financial industry expert. Calling in from Canada, Tracy offers insights into her varied career, the importance of diversified income streams, and the necessity of taking that first step toward financial literacy. She emphasizes creating customized financial plans based on individual values and the significance of actionable steps in achieving long-term fi...
307. Mastering Market Volatility with Larry Kriesmer and Bernard Surovsky
Average Joe Finances
45 minutes
2 months ago
307. Mastering Market Volatility with Larry Kriesmer and Bernard Surovsky
Send us a text Join us on Average Joe Finances as our guest Larry Kriesmer and Bernard Surovsky discuss their innovative approach to investment management. They delve into their investment strategy, which evolved from their experiences during market downturns in the late 1990s and 2008, leading to the creation of their trademark 'Synthetic Equity' and the launch of their ETF (SNTH). The discussion covers the technical aspects and advantages of using options and treasuries to manage risk while...
Average Joe Finances
Join us on Average Joe Finances as our guest Tracey Lundell, a wealth advisor, shares her unconventional journey from aspiring diplomat to financial industry expert. Calling in from Canada, Tracy offers insights into her varied career, the importance of diversified income streams, and the necessity of taking that first step toward financial literacy. She emphasizes creating customized financial plans based on individual values and the significance of actionable steps in achieving long-term fi...
