Felipe Toews of Toews Asset Management – A Behavioral Approach to Managing Market Risk

Today on the podcast, Ben Vaske is joined by Felipe Toews from Toews Asset Management. Felipe Toews is Chief Executive Officer of the Toews Corporation and a Portfolio Manager of Toews Asset Management. His management strategies focus on creating “investor friendly” products designed to meet investors’ economic and behavioral needs. Phillip is the founder of the Behavioral Investing Institute, an organization devoted to helping advisors manage investor behavior through market challenges.  Key Takeaways What is Felipe’s  favorite home-cooked meal or recipe? How has Felipe’s unique origin story shaped his career and the philosophy of Toews Asset Management? What story is the market telling itself right now and how much longer does Felipe think that story can hold? AI markets are currently pricing in the enormous productivity revolution that AI tools are set to create - what is Felipe’s take on whether this holds? Does he think this productivity will continue to rocket the markets higher? Does Felipe think that the AI market will slowly become more of a monopoly, allowing the winners of the AI race to charge much higher rates per user for their services? How will this potentially impact the financial services industry? What differences and similarities does Felipe see between the .com bubble and present day? In Felipe’s mind, does he think bonds have reclaimed their role as a shock absorber? Or is there some sort of structural challenge that is making the 60/40 a tough place to be? What is Felipe’s take on what investors are getting from defined outcome products? Also, where does he see potential tradeoffs if the market changes from what it’s like right now? How does the behavioral lens that Felipe applies change how he might position portfolios, talk to clients or think about conflicting ideas in markets? What has Felipe Toews most excited at the moment? What are they working on at Toews Asset Management currently? Links Felipe Toews on LinkedIn Toews Asset Management The Behavioral Portfolio by Philip Toews Connect with Us Meet Ben Vaske, Manager Investment Strategy Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosure(s) Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc. Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.  This podcast is sponsored by Janus Henderson Investors. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from Janus Henderson Investors for the placement of this advertisement content. Janus Henderson Investors and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided. These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1666-R-26149