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Latest / The Investor With Joel Palathinkal

Chat with Max Gokhman, Head of Asset Allocation at Pacific Life Fund Advisors

Joel Palathinkal and Max Gokman delve into Max's career, highlighting his experience in building investment teams and crafting asset allocation strategies. They discuss investor demand dynamics, team structures, and the role of analysis in market timing. The episode contrasts retail and institutional strategies, focusing on client relations and the importance of finance education and certifications. Topics include quantitative research, alternative data, macro trends, and emerging tech investments like Apple's automotive ventures. They also cover SPACs, crypto, and platforms like Robinhood…

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