With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. 

I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in the 1930s and its evolution despite the efficient market hypothesis. Discover why momentum delivers interesting risk-adjusted returns, how it blends trend following and fundamental analysis, and Gary’s groundbreaking dual momentum strategy—combining absolute momentum (is an asset trending up?) and relative momentum (which assets perform best?). Learn how it applies to stocks, bonds, and the GEM portfolio, which boasts impressive long-term results.

This is part of our Podcast Rewind Series where I revisit old interviews that have real application for advisors today.

Key Highlights: 

• History of momentum investing Absolute vs. relative momentum explained
• GEM portfolio performance vs. global benchmarks
• Rules-based investing to eliminate emotion
• Gary’s take on today’s markets
• Details on Dual Momentum Investing (book)
• Enhanced models for advisors (aggressive, balanced, conservative)

Visit https://www.optimalmomentum.com for more on Gary’s book and models. 

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Learn more about Resilient Advisor: http://www.resilientadvisor.com 

© Resilient Advisor. All Rights Reserved

How to Talk to Clients During Market Volatility

The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future?

In this episode of The Resilient Advisor, I’ll teach you a proven framework to confidently guide clients through uncertainty without resorting to tired clichés or generic talking points.

You’ll learn:

✅ How to take control of client conversations

✅ A simple market framework that sets expectations

✅ The 5 Rules of Investing that keep clients on track

✅ The best way to reassure clients without making reactionary portfolio changes 

Remember: Your value as an advisor is highest when clients are most emotional.

Learn how to be the steady voice they need in turbulent times.

🔔 Subscribe for more strategies to elevate your practice!

 © Resilient Advisor. All Rights Reserved