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Zephyr's Adjusted for Risk: Re-evaluating Investment Risk in Today's Market: Perspectives with Joy YangZephyr's Adjusted for Risk: Re-evaluating Investment Risk in Today's Market: Perspectives with Joy Yang

Ryan Nauman and Joy Yang delve into the importance of robust diversification and understanding risk, especially during turbulent market conditions.

Ryan Nauman, Market Strategist

April 14, 2025

In this episode of Zephyr's Adjusted for Risk Podcast, Ryan Naman, Market Strategist at Zephyr, welcomes Joy Yang, Head of Index Product Management and Marketing at MarketVector Indexes. They dive into the recent market sell-off and the intricate dynamics of risk management.

They delve into the dynamics of active vs. passive ETFs, the effects of the market's current bear tendencies on financial advisors' strategies, and the evolving landscape of technology investments, particularly AI and Bitcoin. Joy also shares insights on diversification, the importance of education in investment decision-making, and the role of ETFs in modern portfolio management. This episode is packed with actionable insights for financial professionals looking to navigate the current market volatility and make informed investment decisions.

00:00 Introduction and Welcome
01:11 Guest Introduction: Joy Yang
01:35 Understanding Market Vector Indexes
02:59 Active vs. Passive Investing
06:05 Market Sell-Off and Financial Advisor Strategies
09:00 The Role of Education in Investing
12:05 Diversification and Risk Management
22:31 Bitcoin and Crypto Assets in Portfolios
28:32 ETFs and Market Volatility
31:48 Conclusion and Contact Information

Learn more about managing investment risk here.
Learn more about MarketVector Indexes: https://www.marketvector.com/

Related:Zephyr's Adjusted for Risk: Portfolio Construction Strategies Using ETFs to Limit Risk

About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

See more from Ryan Nauman

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