Welcome to Investing Insights for the Modern Investor, a quarterly podcast to help you become a better investor so that you can grow and protect your wealth.
I cover investment topics including portfolio design, cutting edge investment strategies, risk management, personal finance and any topic relevant to creating better long-term investing results.
This podcast is a companion to the 3Summit Investment Management quarterly Investing Insight Newsletter.
Latest Podcast Episode
Episode 11: GameStop – A Financial Battle to the Death and What It Foreshadows
Investing Insights for the Modern Investor · Episode 11: GameStop – A Financial Battle to the Death and What it Foreshadows Some traders are making millions or tens of millions of dollars on their GameStop holdings, while several hedge funds are losing billions of dollars. A huge number of small
Podcast Episode Archive
Episode 10: Riding Big Waves to Big Returns
Something is wrong with the S&P 500 Index. Risk is very high for U.S. stock investors. In this episode we break down the risk and opportunities for stock investors and provide strategies for navigating this risky market.
Episode 9: Conventional Diversification Fails…Again (Part 2)
In this episode we share powerful risk management strategies that address the shortfalls of conventional diversification, offer protection from large investment losses, and drive the opportunity for higher long-term returns.
Episode 8: Conventional Diversification Fails…Again
Conventional diversification is a useful risk management tool, however its tendency to fail when it is needed most is rarely understood or acknowledged within the investment management industry. We explore conventional diversification, how it works and why it frequently fails at the time of greatest need.
Episode 7: Chasing the Siren Song of High Returns
Performance chasing is one of the biggest mistakes investors make. Learn why performance chasing can be so detrimental to successful investing and how to avoid it.
Episode 6: How To Make Millions Speculating In Stocks
In this episode, I show you how an investor could have turned $300,000 into $272,000,000, why you should not try and do that yourself, and if you must speculate in the stock market, how to maximize your already low odds of success.
Episode 5: The Agony and Ecstasy – But Mainly Agony of Great Investing
Do you want to double your long-term investment returns? I explain how you can develop the one skill you need to produce great investing results.
Episode 4: Are Mutual Funds A Good Investment? Spoiler Alert: No
In this episode I discuss why I believe Mutual Funds are bad investments in general. Mutual funds are the sacred cow of the largest investment firms, believe me, I do not make any friends among investing peers when talking about this topic. However, I have always believed that investment decisions should not be driven by the status quo within the industry, but that any investment approach should be able to stand up to the rigors of evidence-based analysis.
Episode 3 : High Returns From Low Risk
Fair warning, I am confident the topic I will cover today will blow your mind and hopefully cause you to question much of what you have learned about investing. I am being perfectly serious. What I am about to show you, flips the common investing wisdom upside-down. The concepts I lay out in this Investing Insight are at the foundation of my investing philosophy and the driving force behind 3Summit’s innovations in portfolio design and management. I hope the investing secrets I am going to share with you today inspire and inform your investing process as much as they have mine.
Episode 2: Trend Following Strategies – The Trend Is Your Friend
Markets have been more volatile lately and we may be in the final innings of a long bull market. The current market conditions make for a great time to discuss trend following and the many benefits they add to a diversified portfolio, especially in challenging markets.
Episode 1: Exchange Traded Funds – Innovations from the Ashes of Past Financial Crises
We discuss ETF’s, what they are, how they compare to mutual funds and how ETF’s can be used to implement sophisticated quantitative investment strategies.
