Importance of managing investment risk amid strong performance.
Welcome to Zephyr’s Adjusted for Risk Podcast, hosted by market strategist Ryan Nauman. In this episode, we delve into the investment landscape of 2025, where AI and tech innovations drive markets but high valuations raise caution. Ryan is joined by Vickie Lewin, Chief Growth Officer, and David Hatfield, Chief Technology Officer at Amplify, to discuss the risks and opportunities in investment. They explore Amplify’s Quantum Risk tool designed to help advisors and clients understand and manage investment risk effectively. Tune in to learn how to stay informed and prepared in an evolving market.
Learn more about Zephyr and investment risk management here.
Learn more about Amplify here.
00:00 Introduction and Welcome
01:12 Meet the Experts: Vickie Lewin and David Hatfield
04:32 Discussing Market Risks and Investment Strategies
09:44 The Importance of Risk Conversations
13:27 Advanced Risk Metrics: Tail Risk and Quantum Risk
23:48 Practical Applications of Quantum Risk
30:11 Conclusion and Farewell