Connect with Connect with John Rothfield, Derivative Logic | Episode 248

About this episode

John Rothfield discusses the current financial landscape and offers insights on managing market volatility and economic uncertainty.

Join us on the Connect Podcast as CEO of the California MBA, Paul, sits down with John Rothfield, a seasoned economist and advisor at Derivative Logic, for a deep dive into the current financial landscape, managing market volatility, and turning economic uncertainty into a clear vision for the future. John brings a wealth of experience from institutions like Bank of America and CalPERS to the table. In this episode, John offers practical insights on how independent advisors empower lenders to lead, sharing his expertise on interest rates, FX advisory, and macroeconomic cycles. Key Discussion Points: • The Current Economic Cycle: John breaks down the high level of uncertainty but surprisingly low volatility in the market, sharing his outlook on stability as we approach midterms and how central banks are working to maintain balance. • Lessons from CalPERS: Gain valuable insights from John's time at CalPERS, emphasizing the critical importance of independent knowledge, robust processes, and respecting different timeframes when making investment decisions and managing risk. • Successful Risk Management: Hear two compelling examples of effective risk management, including an economic…

People in this episode

Guest: John Rothfield

Topics covered

• financial landscape
• market volatility
• economic uncertainty
• interest rates
• FX advisory
• macroeconomic cycles
• risk management
• U.S. Government Shutdown

Keywords

• economist
• advisory
• Bank of America
• CalPERS
• independent advisors
• investment decisions

Mentioned in this episode

Products: Derivative Logic

Places: U.S.

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