Money Rx - The Evolution of Investing Strategies with David Wagner
Update: 2025-08-14
Description
In this episode, Dave Jesiolowski and David Wagner discuss the evolution of investing strategies, emphasizing the need for a new playbook in today's market. They critique the outdated 60-40 portfolio model, explore the role of volatility as an opportunity, and delve into the use of options and tactical overlays for risk management. The conversation highlights the importance of diversification and return stacking, while also identifying red flags in investment strategies that could hinder long-term success.
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