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
In The SPAC Shell Game – Don’t Be The Sucker
SPACs are exhibit A in information asymmetry between Wall Street and retail investors. To level the information playing field we are going to explain what SPACs are, how they work and why any investor considering buying SPAC shares should proceed with extreme caution.
Podcast Episode Archive
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.
