JD Gardner - Bridging the Behavior Gap | #491

Today’s guest is JD Gardner, CIO & Founder of Aptus Capital Advisors, which provides risk-managed strategies designed to help clients stay invested through market cycles. Today’s episode has an overarching theme that can be summarized by a quote from JD himself: "A strategy's return is much less important than an investor's return while exposed to the strategy." JD explains how they provide solutions to help bridge the behavioral gap and use options provide investors with income and downside protection so investors don’t capitulate at the exact wrong time. JD also spends some time discussing the OCIO part of the business and lessons working with advisors in that capacity.

Speakers

AI Chat

Meb Faber

Host • 38%

Unidentified

JD Gardner

Guest • 62%

Chapters

0:00	Introduction and discussion on JD Gardner and his investment firm, Just Capital Advisors
2:31	Sponsor: Y Charts
3:14	The inception and evolution of Aptus, and the concept of ETFs
10:43	Discussion on the OCIO model and its implementation in Aptus's business
14:28	Main issues faced by advisors and the importance of attracting more clients
21:11	The issues with the traditional 60/40 portfolio and possible solutions
27:31	The concept of using Volatility as an asset class and the introduction of the Juicy strategy
43:29	Sponsor: Cambria Global Real Estate ETF
45:01	Investor behavior, performance chasing, and favorite strategies
54:55	Future plans for Aptus, marketing strategies, and the challenges of asset management
1:02:20	Unusual investing beliefs, potential of private investments, and memorable investments
1:14:51	Closing remarks and sign off

Transcript

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