Modern Investing with Sidepocket: Navigating Financial Turbulence and Embracing Alternative Investments with John De Goey

Join us for an insightful conversation with John De Goey, portfolio manager at Design Wealth Management, as we explore the evolving landscape of investment strategies. John dives into the appeal of alternative investments, discussing how they can provide stability in a market where traditional assets often seem overpriced. Drawing from his own journey—transitioning to discretionary portfolio management after the 2008 financial crisis—he explains why giving advisors the flexibility to make objective, data-driven decisions is crucial. A strong advocate for client-focused, evidence-based investing, John explores these principles in his three books on advisor-client relationships, including his latest, Bullshift, which warns against the dangers of Optimism Bias and the tendency toward overconfidence in financial markets.

John emphasizes the importance of diversification, shedding light on alternative investments like private equity real estate and music streaming royalties. While these options can offer attractive returns, he also highlights the liquidity risks involved and the need to align investments with long-term financial goals. His strategic approach focuses on building cost-effective, diversified portfolios that can weather market downturns, ensuring that clients remain on a steady path toward financial success. By removing emotional biases from the equation, discretionary portfolio management allows for timely, informed decision-making—an approach John believes is key to achieving sustainable growth.

In today’s rapidly changing market, John provides a grounded perspective on popular trends, drawing parallels between the current AI investment hype and past market bubbles. He warns against chasing overvalued assets and instead advocates for a disciplined, value-driven strategy. As the conversation concludes, he reflects on his broader vision: promoting rational, sustainability-conscious investment decisions that balance risk, cost, and long-term financial objectives. Whether you’re a seasoned investor or just getting started, this episode is packed with valuable insights to help you navigate the complexities of modern investing.

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About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

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