Dunamis - Greek for Dynamic - Brad Wallick, CFA EP. 132

C4G Success

C4G Success
Dunamis - Greek for Dynamic - Brad Wallick, CFA EP. 132
Aug 26, 2026
John Kailunas II

In this episode, Brad Wallick discusses risk management strategies, the use of technical indicators like the 200-day moving average, and the importance of process and trust in investing and advising. He shares insights from his experience managing portfolios and working with advisors.

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