Fear and Fundamentals: Brad Barrie on Global Macro, Diversification, and the Market’s Next Big Test
Lead-Lag Live - Een podcast door Michael A. Gayed, CFA
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 pan...
