In this podcast episode, Brandon and Joshua discuss Joshua's journey from college to becoming a financial advisor, and eventually, starting Insight. Joshua shares how he transitioned from a traditional portfolio management approach to a more risk-focused strategy, inspired by trend-following techniques he discovered in books like Michael Covel's.
Joshua's curiosity and questioning of conventional wisdom led him to explore alternative strategies that prioritize risk management. This approach proved invaluable during the financial crisis of 2008, as their firm's strategy helped clients avoid significant losses.
The conversation also touches on how their inquisitive mindset extends to their real estate investments, where they diligently evaluate risk factors and apply a rules-based approach to decision-making.
Overall, this podcast episode provides insights into Joshua Wright's journey and the investment philosophy that guides their firm's strategies.
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Podcast: The Retiring Real Estate Investor
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