There have been many seers in the history of the stock market, from Roger Babson who called the 1929 crash to Elaine Garzarelli who predicted 1987’s Black Monday. This generation’s…
Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership
In this episode, we tackle some of the questions we have been hearing from investors in recent weeks. We discuss the desire to move into short-term bonds, whether a laddered…
Show Us Your Portfolio: Jerry Parker
In this episode we speak with Chesapeake Capital founder Jerry Parker about how he manages his personal portfolio. We discuss Jerry’s trend following based approach and how he uses it…
The Long Game: Why Patience and Perspective Matter in Investing
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Patience can be defined as the capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. It’s the ability to endure…
Hedge Funds Bet Against Stocks
Equities are falling out of favor after a 20% rally earlier this year as hedge funds build more bets against stocks in recent weeks, reports an article in Bloomberg. Hedge…
The Nasdaq 100 May Be Popular, But Is It Flawed
The popularity of the Nasdaq 100 index, which tracks the 100 biggest non-financial stocks on the exchange, is indicative of just how many investors are performance chasers, contends an article…
Roth Conversions | What Investors Need to Know
In this episode, we are joined by Sunpointe’s Ben Tuscai to take a deep dive into Roth conversions. We discuss the criteria that investors can use to determine when the…
Steve Romick | Lessons From 30 Years as a Value Investor 🛡️
In this episode, we speak with FPA Crescent Manager Steve Romick. Steve has built an exceptional long-term record using an approach that combines value investing with protection of capital and…
Much Needed Therapy for Value Investors
It has been a painful last decade for value investors. In this episode, our good friend Tobias Carlisle returns to commiserate about the struggles of value and also to talk…
Dollar Rally Crushes Popular Trades
At the end of last year, many—including Mark Nash of Jupiter Asset Management—bet that the dollar would weaken as the Fed loosened its policy. And indeed, that scenario played out…