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
Investors are facing economic conditions that have not been seen for 40 years. This quarter, we will examine how to measure and evaluate stock market valuations and then identify the driving economic forces responsible for their rise to such significant levels. Finally, we will discuss the economic mechanisms that pull valuations back towards their mean, what indicators investors should be monitoring and what those indicators may foreshadow for stock prices and valuations going forward.
Podcast Episode Archive
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 retail traders have been taking it to the billion-dollar hedge funds that have large short positions in GameStop, and these retail traders are a vicious pack out for blood. This zero-sum battle between small retail investors taking long positions (betting the stock will go up) and big money hedge funds
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.
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.
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.
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.
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.
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.
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.