In this episode of the Investor Podcast, we sit down with Raymond Bridges, CPA and founder of Bridges Capital LLC, to discuss his journey from studying economics at Rollins College to managing over $250 million in assets under management and launching a four-star Morningstar-rated active ETF listed on the NASDAQ. Drawing from his background in commodity futures, deep-discount brokerages, and private wealth management, Raymond explains how his Austrian economic worldview shapes his risk-adjusted strategy designed specifically for retirees navigating capital withdrawal and preservation in South Florida.
The conversation covers key tactical and macro themes:
Building a Proprietary ETF: The structural advantages of active ETFs over traditional closed-end funds and mutual funds, focusing on full liquidity, tax efficiency via custom basket redemptions, and transparent performance metrics.
Macro Thesis & Portfolio Construction: Navigating late-stage business cycles by pairing cash-alternative box spread strategies with selective market-cap-weighted index exposure to draft the broader markets safely.
Federal Reserve Policy & Kevin Warsh: Raymond’s take on Federal Reserve monetary policy, the evolution of the Fed's balance sheet, ample reserves regimes versus scarce reserve operations, and the potential impact of leadership shifts on market liquidity and inflation.
Raymond wraps up with a core piece of career and life advice: "Every day, you do what you subconsciously think you're worth," encouraging listeners to align their work and conviction with their true potential.
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