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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Mar 16, 2020

We are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corporate Strategy, at WisdomTree.  In this episode, Jeremy provides his take on how to make sense of the extreme market volatility this past month.  We then discuss WisdomTree’s foray into the digital asset ecosystem with...


Dec 20, 2019

In this episode, we discuss Bob’s overall outlook on the fixed income market as well as cover some less-followed areas of fixed income and where he sees attractive relative value.  In addition, Bob shares his outlook on interest rates heading into 2020 and why investors should expect a steeper yield curve. 

There is...


Jan 7, 2019

In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the firm’s perspective on the importance of understanding the key risks that drive fixed income.  Many investors are familiar with the Fama-French risk premium framework that explains the majority of expected returns within...


Nov 29, 2018

In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partners at Lee Capital Management.  We discuss LCM’s approach to managing tactical, risk managed portfolios through sector positioning and why investors will want to consider such strategies given the current market...


Nov 6, 2018

In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer at Astoria Advisors to discuss the market turmoil experienced throughout October and share our firms’ outlooks on some of the risks facing investors going forward.