Alex Shahidi

In this engaging discussion, Alex Shahidi, Co-CIO and managing partner of Evoke Advisors, shares his expertise on risk parity investing and portfolio diversification. He critiques the traditional 60-40 asset allocation model, advocating for a balanced approach that mitigates risks across various economic scenarios. The conversation covers market history, the strategic significance of cash and TIPS during inflation, and how innovative tools like RPAR and UPAR can enhance investment strategies. Discover insights to optimize your portfolio while navigating volatile markets.

Alex Shahidi, co-chief investment officer at Evoke Advisors and host of Insightful Investor, explains portfolio construction and diversification. He challenges the 60/40 myth and outlines principles for true diversification. Topics include hedging growth and inflation, using TIPS and gold, balancing public/private/hedged strategies, and behavioral rules like rebalancing and long-term discipline.

Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors and co-creator of RPAR ETFs, explains why conventional diversification is failing as inflation stays sticky and political risks rise. He covers how stocks and bonds can move together, why real hedges like commodities, gold and TIPS need meaningful weights, and how risk parity seeks balance across macro outcomes.

In this discussion, Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, delves into the flaws of the traditional 60/40 portfolio and advocates for risk parity as a solution. He highlights the importance of true diversification to guard against growth and inflation shocks. Shahidi also explains why current market conditions, including concentration in U.S. tech stocks, necessitate a balanced approach to investing. Listeners gain insights into constructing resilient portfolios that can withstand potential market turbulence and avoid "lost decades."

Jeremy Grantham, a legendary investor leading GMO with $60 billion in assets, shares his insights alongside Alex Shahidi, Co-CIO of Evoke Wealth. They dive into the current market bubble, discussing its uniqueness and the implications of climate change on investing. The duo explores value investing's resurgence, the promise of emerging markets, and the critical need for sustainable financial strategies. Additionally, they highlight the advantages of venture capital in green technology and the influence of inflation on investment decisions.