In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman sits down with Brian Jacobs, Investment Strategist at Aptus Capital Advisors, to delve into the intricacies of risk management in investment portfolios.

They discuss the importance of hedging against market volatility and drawdowns, the impact of inflation on investment strategies, and the increasing role of options and active ETFs in modern portfolio management. Brian also shares insights on tax efficiencies within ETFs and the evolving landscape of fixed income investments. Tune in for a comprehensive conversation packed with actionable insights for financial advisors.

Zephyr can help you understand your client’s primary investment risk through its robust investment analytics application.

Learn more about Aptus Capital Advisors here.

00:00 Introduction and Welcome
01:08 Guest Introduction: Brian Jacobs
02:41 Understanding Investment Risks
05:37 Inflation and Investment Strategies
15:23 The Role of Options in Investment
19:39 Tax Efficiency in Fixed Income
23:09 The Future of Active ETFs
27:14 Conclusion and Contact Information