307. Mastering Market Volatility with Larry Kriesmer and Bernard Surovsky

Average Joe Finances

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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:

Learn how Measured Risk Portfolios blend safe short-term treasuries with strategic options to balance protection and growth.
Discover the concept of Synthetic Equity and how it replicates equity returns while cushioning against losses.
Understand why mastering options can unlock powerful risk management and investment opportunities.
Gain insights into building bold, informed strategies that challenge traditional investing norms.
And so much more!

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®

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