Shows / Views from 6,230
Views from 6,230
Hosted by Market Strategist Ryan Nauman, Views from 6,230 brings together financial markets, investments, economics, wealth management, and life to help investment professionals make sense of what's happening—and prepare for what's next. Ryan sits down with industry leaders, investment experts and thought leaders to explore the trends driving markets and influencing investor behavior, from ETFs and SMAs to portfolio construction, AI, the economy, and the evolving wealth management industry…
Episodes
- Views from 6,230
Resilient Economy. Rising Risks
On Views from 6,230, host Ryan Nauman interviews Rob Haworth, Senior Investment Strategy Director at U.S. Bank Wealth Management, on a constructive but…
- Views from 6,230
The Fed Is Wrong. Stocks Can Still Win
Host Ryan Nauman welcomes Jay Hatfield of Infrastructure Capital Advisors to discuss how Federal Reserve policy, rising Treasury yields, oil prices, and…
- Views from 6,230
Why I Left the Wirehouse After 40 Years
Recording from the Steward Symposium, host Ryan Nauman welcomes wealth manager Alicia Fuller to discuss choosing a business structure in wealth management and…
- Views from 6,230
The Market Looks Calm. Look Beneath the Surface.
Host Ryan Nauman welcomes Paisley Nardini, Head of Investment Strategy at Tema ETFs, to discuss how calm index-level markets are masking narrow leadership…
- Views from 6,230
More Than a Buyout: Protecting Your Legacy
Recorded at the Steward Symposium, host Ryan Nauman interviews Tim Burklow, a 33-year wealth management veteran and wealth advisor in Steward Partners’ Legacy…
- Views from 6,230
Aging America Meets AI: Investing in Two Powerful Secular Trends
The episode explores two major secular investment themes: aging demographics in America and the continued build-out of artificial intelligence. Ryan welcomes…
- Views from 6,230
Stop Maximizing Returns. Start Maximizing After-Tax Wealth
Ryan Nauman interviews Shang Chou, co-founder and managing partner at Dishmi Capital, about how portfolio construction is evolving beyond traditional 60/40 and…
- Views from 6,230
Tax-Aware, Personalized and Scalable: The New Model Portfolio
Host Ryan Nauman interviews Rob Battista, EVP of Advisory Solutions at Vestmark, about the evolution from traditional one-size-fits-all model portfolios to…
- Views from 6,230
The S&P 500 Concentration Trap and a Tax-Smart Way Out
Ryan Nauman interviews Bill Davis, managing director and founder of Stance Capital, about whether the cap-weighted S&P 500 has become overly concentrated in…
- Views from 6,230
Beyond Tax-Free Income: The New Opportunities Emerging in Municipal Bonds
Host Ryan Nauman interviews Brad Kreidle, founder and president of MainLine West, about navigating the large, fragmented municipal bond market and why MainLine…
- Views from 6,230
The ETF Innovation Boom: What’s Next for the Fastest-Evolving Corner of Investing?
Ryan Nauman discusses rapid ETF growth and key industry trends with Steve Foy, Senior Vice President of Trading at Tidal Financial Group. Foy explains Tidal’s…
- Views from 6,230
Catastrophic Bonds and Their Role in Modern Investment Strategies
Host Ryan Nauman welcomes Ethan Powell, Principal and CIO at Brookmont Capital Management, to discuss catastrophe bonds and how they help insurers transfer…
- Views from 6,230
AI Won’t Replace Financial Advisors. It Could Make Them More Human
Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting wealth management and why many advisors still…
- Views from 6,230
Why Insider 'Skin in the Game' May Beat the S&P 500
On the Adjusted for Risk podcast, host Ryan Nauman interviews Haren Bhakta, founder and CEO of the Inside Ownership Index, who explains how the S&P 500’s…
- Views from 6,230
What are the Expectations of the NextGen Advisor?
Recorded live at Wealth Management EDGE, host Ryan Nauman welcomes Nate Lenz, co-founder and CEO of Concurrent, to discuss shifts in wealth management and the…
- Views from 6,230
The Right Way to Use ETFs for Success
From Lake Tahoe on the Adjusted for Risk podcast, Ryan Nauman welcomes back Adam Patti, CEO of VistaShares, to discuss how innovation in ETFs is bringing…
- Views from 6,230
Unlocking the Power of Employee Engagement and Culture in Financial Services
Recorded on location at the Steward Symposium, Ryan Nauman welcomes Maria Condon, Chief of Staff at Steward Partners, to discuss how the firm’s culture is…
- Views from 6,230
Managing Risk Through Long-Short ETFs
From the “Adjusted for Risk” podcast, host Ryan Nauman interviews Wayne Penello, founder and CEO of NextGen EMP, about practical risk management for investors…
- Views from 6,230
How to Make Work Optional
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with guest Phil Palumbo, CEO/CIO of Palumbo Wealth Management and host of the Palumbo Pulse, to discuss…
- Views from 6,230
How to Identify Winning Opportunities in a Bond Picker's Market
From Zephyr’s Adjusted for Risk podcast, Ryan Nauman interviews Jim Jessup, income strategist at Virtus ETF Solutions, about ETF innovation and today’s fixed…
- Views from 6,230
How to Lead M&A with Strategic Growth in Mind
Recording on location at the Steward Symposium, host Ryan Nauman welcomes Scott Danner (Chief Growth Officer) and Valerie Rivera (Chief Operating Officer) of…
- Views from 6,230
Stop Using Generic Marketing: Do This Instead
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast and speaks with Eden Ovadia, co-founder and CEO of Finny AI, about why organic growth is a major challenge…
- Views from 6,230
Beat Direct-to-Consumer Technology: The Advisor’s Edge
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast from Lake Tahoe and welcomes Zach Conway, CEO of Seeds, to discuss how evolving investor expectations are…
- Views from 6,230
Are Investors Compensated Enough for the Illiquidity of Interval Funds?
In this episode of Zephyr’s Adjusted for Risk, host Ryan Nauman speaks with Joe DaGrosa, CEO and founder of Axxes Capital and co-author of The Financial…
- Views from 6,230
AI in Fixed Income - Balancing Risks and Rewards
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with Robert Cohen, Director of Global Developed Credit at DoubleLine, to discuss why bonds face bearish…
- Views from 6,230
The Growth Secret Most Financial Leaders Ignore
Recorded on location at the Steward Symposium, host Ryan Nauman welcomes Jim Gold, CEO of Steward Partners, to discuss the rapid evolution of wealth management…
- Views from 6,230
How to Actually Use AI in Wealth Management
In this episode of Zephyr’s Adjusted for Risk podcast, host Ryan Nauman welcomes Mohan Gurupackiam, CIO at Steward Partners, to discuss how wealth management’s…
- Views from 6,230
The Hidden Risks of Private Markets You Can’t Ignore
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with Dana D’Auria, Group President of Solutions and Co-CIO at Envestnet, discussing the growing role of…
- Views from 6,230
Trading ETFs and Sports Cards: A Parallel Conversation
From Lake Tahoe, Zephyr market strategist Ryan Nauman welcomes back Lance McGray, Managing Director and Head of ETF Product at Advisors Asset Management (AAM)…
- Views from 6,230
How Financial Advisors Can Add Value Through Investment Management
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast and interviews Manju Boraiah, Head of Systematic Fixed Income and Co-Head of Custom SMAs at Allspring, a…
- Views from 6,230
Is it Time to Stop Overlooking Municipal Bonds?
From Lake Tahoe, Zephyr’s Adjusted Risk Podcast welcomes Eric Kazatsky, Client Portfolio Manager at MacKay Municipal Managers, an $85–$86B specialist in…
- Views from 6,230
Mastering Energy Market Trends for Portfolio Growth
Recorded on location at the Exchange ETF Conference, Zephyr market strategist Ryan Nauman speaks with Mark Marifian, Head of Product at Tortoise Capital, about…
- Views from 6,230
Why Beating the Market Is Hard and How Advisors Add Value
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with Mike Willis, CEO and co-founder of Cyber Hornet ETFs, discussing why consistently beating the market…
- Views from 6,230
Why 2026 Is A "Prove It" Year for Many AI Stocks
Recorded at the Exchange ETF Conference in Las Vegas, host Ryan Nauman welcomes Sal Esposito, Head of ETFs at Zacks Investment Management, to discuss why…
- Views from 6,230
Rethinking Bonds: Bonds Carry More Risk Than Stocks in Next 2 - 3 Years
Ryan Nauman hosts Zephyr’s Adjusted for Risk Podcast with guest Edison Byzyka, Chief Investment Officer of Credent Wealth Management, a $4.5B fee-only RIA…
- Views from 6,230
Where to Find Portfolio Stability During Market Uncertainty?
From Lake Tahoe on Zephyr’s Adjusted for Risk Podcast, host Ryan welcomes back Sal Gilbertie, CEO of Teucrium ETFs, to discuss row crop investing and how corn…
- Views from 6,230
Rethinking Risk: Why Smart Asset Allocation in Emerging Markets Matters
On location at the Exchange at 2026 ETF conference, host Ryan Nauman welcomes Ed Lopez, Head of Product Management at VanEck and host of the Trends with…
- Views from 6,230
Should Commodities Be a Core Holding in an Asset Allocation?
From Lake Tahoe, Zephyr market strategist Ryan Nauman welcomes Paul Baiocchi, Head of Fund Strategy at SS&C ALPS Advisors, to discuss why commodities have…
- Views from 6,230
Unlocking the Secrets to Profitable Farmland Investment Strategies
Ryan Nauman hosts Zephyr’s Adjusted for Risk Podcast from Lake Tahoe and interviews David Chan, Head of Investor Relations at Homestead Capital, an…
- Views from 6,230
What Impact Will New Fed Chair Warsh Have on Policy?
During this clip of Ryan Nauman's conversation with DoubleLine's Deputy CIO Jeffrey Sherman, the two discuss the new Fed chair pick Kevin Warsh, Fed…
- Views from 6,230
Mastering Confidence in a Male-Dominated Industry
Host Ryan Nauman speaks with Kara Pagliuca, board member of Women in ETFs and senior director of global strategic partnerships at S&P Dow Jones Indices, about…
- Views from 6,230
Tokenization & ETFs: The End of Traditional Market Barriers?
From Zephyr’s Adjusted for Risk podcast, Ryan Nauman interviews Roxanna Islam, Head of Sector and Industry Research at TMX VettaFi, about major ETF trends and…
- Views from 6,230
Why do Humans Struggle at Picking Stocks?
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast from Lake Tahoe and interviews Jacob Ayres-Thomson, founder and CEO of 3AI, about how AI is shifting…
- Views from 6,230
Investment Strategies for Balancing Risk and Return in an Unpredictable Market
Recorded live at the Exchange ETF conference in Las Vegas, host Ryan Nauman welcomes David Nicholas, founder and CEO of XFUNDS, to discuss what a strong…
- Views from 6,230
Is This the Future of Risk Management in ETFs? Understanding Autocallable Innovation
Host Ryan Nauman welcomes Will Rhind, founder and CEO of GraniteShares, to discuss ETF innovation, the growth of active ETFs, and the rising use of derivatives…
- Views from 6,230
How to Use Options to Generate Income and Protect Your Downside
From Lake Tahoe, Zephyr market strategist Ryan Nauman hosts Zephyr’s Adjusted for Risk Podcast featuring YieldMax ETFs strategist and CNBC contributor Mike…
- Views from 6,230
Building Wealth through Knowledge: Alexis Rosenblum Discusses Community Initiatives
Ryan Nauman hosts Zephyr’s Adjusted for Risk Podcast during Financial Literacy Month and welcomes Alexis Rosenblum, Global Head of Sustainability and Social…
- Views from 6,230
Staying Consistent in Volatile Markets: Insights from Baron Capital
Recorded at the Exchange ETF Conference in Las Vegas, host Ryan Nauman welcomes Michael Baron, co-president and portfolio manager at Baron Capital, to discuss…
- Views from 6,230
A Conversation with Shannon Rosic: Trends Shaping Wealth Management
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast and welcomes Shannon Rosic, Director of WealthStack Content and Solutions at Informa Connect and host of…
- Views from 6,230
A Deep Dive into Fixed Income with DoubleLine's Jeffrey Sherman
Live from Las Vegas, host Ryan Nauman welcomes DoubleLine Deputy CIO Jeffrey Sherman to discuss the macro backdrop and portfolio implications. Sherman outlines…
- Views from 6,230
Independent vs. Consolidators: Defining Wealth Management's Future
In this episode of Zephyr’s Adjusted for Risk, Ryan Nauman speaks with Pete McGratty, Executive Director of RIA Development at Verdence, about the evolution of…
- Views from 6,230
Aapryl and Zephyr: Elevating Investment Decisions with Data-Driven Insights
From Lake Tahoe, Zephyr market strategist Ryan Nauman hosts Zephyr’s Adjusted for Risk Podcast with Aapryl's Bill Himpele and Cesar Gonzales to discuss why…
- Views from 6,230
Deciphering Risk in Private Credit Markets
Recorded live at the Exchange ETF Conference, host Ryan Nauman welcomes Christopher Getter, Managing Director and Portfolio Manager at Simplify Asset…
- Views from 6,230
A New Era of Annuities: Insights from David Lau of DPL Financial Partner
On Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman welcomes David Lau, founder of DPL Financial Partners, to discuss how modern, low-cost, commission-free…
- Views from 6,230
Investment Insights: Thomas Martin on Markets and Risk
On Zephyr’s Adjusted for Risk Podcast, market strategist Ryan Nauman interviews Thomas Martin, board member, partner, and senior portfolio manager at Globalt…
- Views from 6,230
Building Capacity for Sustainable Growth
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with guest Angie Herbers, founder of Herbers & Company. They discuss growth in wealth management and why…