Join us on Average Joe Finances as our guest Larry Kriesmer and Bernard Surovsky discuss their innovative approach to investment management. They delve into their investment strategy, which evolved from their experiences during market downturns in the late 1990s and 2008, leading to the creation of their trademark 'Synthetic Equity' and the launch of their ETF (SNTH). The discussion covers the technical aspects and advantages of using options and treasuries to manage risk while achieving high returns. The episode also features personal anecdotes, including their experience of ringing the bell at the New York Stock Exchange
In this episode:
Key Moments:
00:59 Meet Larry and Bernard
01:35 Growing Up in Different Worlds
03:41 Investment Philosophy and Early Experiences
06:13 The Measured Risk Portfolio Approach
08:12 Managing Market Volatility
21:40 Synthetic Equity Explained
25:06 Risk Aversion and Investment Strategies
26:41 Introduction to Synthetic Equity and ETF
26:58 Launching the ETF and Ringing the Bell
27:55 The Experience of Ringing the Bell
33:25 Final Round: Financial Mistakes and Lessons Learned
41:32 Final Thoughts and Advice for Investors
Find Larry and Bernard
Website: https://www.measuredriskportfolios.com/
Average Joe Finances®
All of our social media links and more: https://averagejoefinances.com/links
About Mike: https://mikecavaggioni.com
Show Notes add-on continued here: https://averagejoefinances.com/show-notes/
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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes
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