20: Origin Stories - Joshua Wright

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.Social Links:Podcast: The Retiring Real Estate InvestorFollow us on Instagram: @InvestWithInsightFollow us on Facebook: @InvestWithInsightFollow Brandon on Linkedin: @BrandonBruckmanJoin the Facebook group: Invest with InsightListen on Spotify: The Retiring Real Estate InvestorListen on Apple: The Retiring Real Estate InvestorIf you're looking to learn more about DSTs, 1031 exchanges and passive investing, visit www.investwithinsight.comThe firm is a registered investment adviser with the states of KS, MO, WI, CA, AZ, TX, LA, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.