In a world of constant market noise and economic uncertainty, where should savvy investors be looking for opportunity and how should they be thinking about risk? We cut through the chaos with Max Gokhman, of Pacific Life Fund Advisors, who helps steer the strategy for one of the world's largest and most respected financial institutions.

Max brings his unique, top-down perspective to break down the most pressing themes moving markets today. We go beyond the headlines to discuss how major macroeconomic trends—from shifting Fed policy to global geopolitical tensions—are translated into actionable investment strategies for millions of Americans.

This is a candid conversation about the art and science of asset allocation, risk management, and building portfolios that are designed to endure. Whether you're a professional investor or managing your own retirement, you'll gain invaluable insight into how the pros navigate turbulent waters.

Key Takeaways:

• Market Macro: A clear-eyed analysis of the current economic landscape and the key signals Max is watching.
• The Institutional Mindset: How a major asset manager like Pacific Life constructs portfolios for the long haul, not just the next quarter.
• Risk & Reward Revisited: Modern strategies for balancing growth with preservation in today's unique market environment.
• The Future of Asset Allocation: Which asset classes and investment themes are positioned to outperform in the coming years.
• Actionable Insights: Key takeaways that listeners can apply to their own investment philosophy and portfolio construction.