Welcome Smarter Planner Podcast Listeners
Volatility Is the New Normal: Portfolio Construction for Today's Markets with David Marra
David Marra
Welcome and thank you for tuning in to David’s interview with host Belle Osvath, CFP®, on the Smarter Planner Podcast. In this episode, David breaks down what downside protection really means and why it has become increasingly important in today's faster-moving, more volatile markets. While many portfolios are built for growth, David explains how advisors can better evaluate risk, manage drawdowns, and build strategies that protect capital without giving up long-term opportunity.
David also discusses how global forces—like geopolitical conflict, supply chain disruptions, and rising interest rates—are contributing to increased market volatility, and why advisors need to adapt their investment approach accordingly. He emphasizes that effective portfolio construction is not just about avoiding losses, but about managing downside risk while still positioning clients for long-term growth.
This communication is not a solicitation or offer to sell investment advisory services. All content provided is for informational purposes only and should not be relied upon as investment advice. Information is subject to change at any time, and Markin Asset Management, LP is under no obligation to provide updates or amendments. There is no guarantee that any strategies discussed will be effective or that any events will come to pass. Investment in securities involves the risk of loss. Past performance is no guarantee of future returns.
All opinions expressed by David Marra in this presentation are his personal opinions and do not reflect the opinions of Markin Asset Management, LP or any of its affiliates. You should not treat any opinion expressed as an inducement or recommendation to make a particular investment or follow a particular strategy. The opinions expressed were based upon reasonable information known at the time and are subject to change without notice. Past performance is not indicative of future results.
Start a Dialogue
Discover more about our services and strategies. Schedule a call today.