Welcome Smarter Planner Podcast Listeners

Welcome and thank you for tuning in to my interview with host Belle Osvath, CFP®, on the Smarter Planner Podcast. In this episode, we discussed the current state of U.S. equity markets, investment strategies amid perceived market overvaluation, and the implications of the cyclically adjusted PE ratio (CAPE). I also highlight the concept of "American exceptionalism" in financial markets and explore investment opportunities in AI and GLP-1-related healthcare innovations.

At Markin Asset Management, we develop rigorous systematic methods that seek to manage risks, reduce exposure to large losses, maximize tax efficiency, and ultimately improve the income and return characteristics of portfolios for clients who are in the investing or retirement phases of their lives. Our approach builds on traditional investment theory and quantitative advances to help Registered Investment Advisors (RIAs) utilizing our investment services better manage risks and capitalize on opportunities.

If you are an RIA looking to enhance your investment offering with a disciplined, risk-managed and diversified approach, we might be the right fit for you.

Below are the resources I mentioned on the podcast. If we can be of service to you and your practice, don’t hesitate to contact us.