Mid-Year Update: Perception vs Reality, Ep #72

About this episode

Kristian Kerr discusses investment strategies and market trends in the current economic landscape.

Upthinking Finance™ is now trademarked  Today's guest is Kristian Kerr, who is the head of macro Strategy at LPL Finance. Before joining LPL, he was the Western region head of foreign exchange and macro at City Private Bank. Before that, he spent a number of years in New York as a global hedge fund manager and is also head of various strategy and trading roles at other global financial institutions.  Kristian believes investment strategy should be both data-driven and guided by human expertise. He says that this balance creates a more dynamic, flexible, and effective investment process that aims to deliver better long-term results. He shares his views on how investors should handle the changing market. You will want to hear this episode if you are interested in... Welcome to Upthinking Finance (00:00) Kristian shares his process as an advisor (01:20) The challenge of managing more risk, post 2020 (05:30) Market correlations changing, impact on portfolio development (09:15) How geopolitics impact market trends (21:20) How investing has changed in the past decade (26:10) What's the value of trend following strategies? (28:00) How to respond to someone who thinks the…

People in this episode

Host: Emerson Fersch

Guest: Kristian Kerr

Topics covered

• investment strategy
• market trends
• risk management
• geopolitics
• portfolio development
• trend following strategies

Keywords

• investment strategy
• market trends
• risk management
• geopolitics
• portfolio development
• trend following
• financial markets

Mentioned in this episode

Organizations: LPL Finance, City Private Bank, global hedge fund

More episodes of UPTHINKING FINANCE

• Balancing Human Intuition and Machine Intelligence, Ep #82 · May 29, 2026 · 58 min
• New Beginnings: A Triple Threat Guide, Ep #81 · May 1, 2026 · 24 min
• Metal Mania, Ep #80 · March 20, 2026 · 46 min
• The End of the Line, Ep #079 · February 26, 2026 · 45 min
• 2026 Economic Forecast, Ep #078 · January 30, 2026 · 42 min
• Life Transitions: A Testimonial of Choice, Ep #077 · December 12, 2025 · 24 min