The Alternatives Mason | Season 3 | Episode 3 | The Astoria Story: Investment Strategies and Entrepreneurship with John Davi

In this episode of The Alternative Mason, Brittany Mason chats with John Davi — founder of Astoria Portfolio Advisors and one of the sharpest minds in the ETF world. John shares how growing up in Queens shaped his hustle, how early stints at Merrill Lynch and Morgan Stanley fueled his love for markets, and what drove him to launch Astoria back in 2017.

They dive into how Astoria blends macro insights with quantitative research, what it’s really like to build an independent firm from the ground up, and where John sees the next big wave — from alternative investments to the rise of AI in finance.

Key Takeaways:

• Diversification is Crucial: It's the only free lunch in the market. A well-diversified portfolio can protect against market volatility.

• Blend of Macro and Quant: Astoria's approach of marrying macro insights with quantitative research offers a unique edge in financial strategies.

• Embrace Innovation: John Davi emphasizes the role of AI and crypto in modern investment strategies, highlighting their potential to transform portfolios.

• Calculated Risk-Taking: Davi advises taking calculated risks for higher rewards, a strategy that has propelled his success.

  
  

Connect with us below!

• John Davi on LinkedIn

• Astoria Portfolio Advisors

• Brittany Mason on LinkedIn

• Banríon Capital Management