Asset Allocators – David Brief

Published on
March 8th, 2016
22 minutes

Asset Allocators – David Brief

The Interview ·
Featuring David Brief

Published on: March 8th, 2016 • Duration: 22 minutes

David Brief, CIO of JFMC Pooled Endowment Portfolio LLC, speaks to Real Vision on having an edge in a crowded market, discussing tactics on allocating resources in markets with artificially low interest rates and gives his top two trade recommendations in this week's Asset Allocators.


  • AG
    Adam G.
    10 March 2016 @ 17:51
    this is total rhetoric, this guys has Zero returns at best
    • my
      markettaker y.
      19 August 2018 @ 00:21
      his job is not to chase alpha bro.
  • my
    markettaker y.
    19 August 2018 @ 00:21
  • MM
    MZ M.
    20 March 2016 @ 03:00
    Very solid thinking in my view. I totally agree with the long term risk vs opportunity and reserved or backed up by a little GOLD!
  • IF
    Ian F.
    13 March 2016 @ 15:40
    Disrespectful trolls. This guy has heard every fund manager's sales pitch in the world, and can see through all the bullshit. He could no doubt run his own fund, but that isnt the point of this video.
  • RG
    Richard G.
    11 March 2016 @ 19:43
    Wow, snooze fest. Do I have this correct? He's essentially a manager of managers. Come over to my shop son, let me show you how risk management is done
  • AE
    Alex E.
    11 March 2016 @ 11:25
    No such thing as 5 std. devs? So what was 1929? or the 70's? 1987? 2001? LTCM? such thing! Hahahahaha.
  • SD
    Stephen D. | Contributor
    11 March 2016 @ 01:30
    An interesting exposition on the challenges of running an endowment. However, the black clothes and black background meant this guy was reduced to a floating head! distracting.
  • ss
    sid s.
    11 March 2016 @ 00:54
  • AG
    Alexander G.
    9 March 2016 @ 14:05
    Very good talk, concise interviewee.
  • RA
    Ricardo A.
    9 March 2016 @ 10:14
    Such a difference listening to institutional money managers (generally boring) Vs smart money (generally interesting). Both drive markets .. so we may as well listen to the former
  • GH
    Gregory H.
    9 March 2016 @ 07:09
    Interesting interview arc... 1) First few minutes, thought potential dud, 2) starting getting better with short v long term view, 3) was really positively surprised by out of money SPY puts & gold...
  • LC
    Liliana C.
    9 March 2016 @ 06:38
    Thanks R TV for the insight into an institutional investor who collectively with others of their kind move markets.
  • CD
    Charles D.
    8 March 2016 @ 23:07
  • CH
    Calvin H.
    8 March 2016 @ 23:07
    Not much for me here. These portfolio managers seem to speak in generalities and consultant speak. My 2cents. He says he is confused, so then I hope he is subscribing to RVTV! I wonder sometimes :)
  • FB
    Floyd B.
    8 March 2016 @ 20:16
    being on an endowment committee found it helpful
  • LP
    Lawrence P.
    8 March 2016 @ 18:41
    Really good interview. Clear-headed and rational though process. The put options and gold strategy seems to be a good option as a hedge, even for individual investors.
  • EL
    Elizabeth L.
    8 March 2016 @ 16:14
    Thanks David for sharing your views on central banks impact on financial markets. And how those views direct your investment strategy. Your thoughts give support and confirmation to my ideas.
  • MS
    Mark S.
    8 March 2016 @ 14:42
    Nice presentation. Not totally applicable to managing my individual portfolio, but still I enjoyed it. The final 3 minutes were the best part.