Podcast

Jeff tells us about the Stock Trader’s Almanac’s plethora of information re: the U.S. Stock market – As examples, some of the Table of Contents says “First month of Quarters is the Most Bullish” – “Don’t sell stocks on Monday or Friday” – “Seventh Year of Presidential Terms” – “The Fifth Year of Decades” –…

Paul and I play and discuss several short interviews that we conducted at the National Association of Active Investment Advisors, at their annual conference in Newport Beach, CA in May of this year.  Lots of positive comments about NAAIM and good information on several unique investment strategies.  We apologize for the poor audio of my…

Ben discusses their services to RIA firms, primarily indices that they provide for mutual funds, and addresses the dangers of “Buy & Hold” investing.

A previous year’s Wagner award winner for strategy creation and development, David discusses the strategy and its application for active investment management.

Ken discusses the benefits of NAAIM, the importance of active management and the seven investment models that their firm uses for clients.

Spectrum is an RIA firm and manager of mutual funds.  Ralph discusses NAAIM and the uniqueness of Spectrum’s mutual fund management strategies. 

Dudley discusses his presentation at the conference on the statistical analysis of the daily movement of the S&P 500, resulting in daily positions of long, short or neutral/cash.

Larry, known by many as the face of options trading, discusses the importance of NAAIM and the primary options strategy that he uses for his clients.  

Jonathan, an actuary who has worked in the past for large insurance companies designing financial products, discusses his presentation at the NAAIM Conference on the subject of his recently designed financial product that protects the investment on the downside while receiving a large portion of the growth on the upside.  

Mike discusses the importance of NAAIM, the benefits of active investment management and the particular strategy that he uses for his clients’ portfolios.  

Pension Partners was the First Place Winners of NAAIM’s Wagner award this year for their research and study on the signals provided by the performance comparison of Lumber vs. Gold.  He discusses their findings and the potential of this comparison in looking to determine when to be in and out of the U.S. Stock Market….

John discusses NAAIM and Profit Score’s methods of providing short term market signals to its clients.  

Tyler discusses the MTA and the role it plays in active investment management.

Paul discusses the NAAIM Conference, his twelve proprietary strategies he has created for his clients’ portfolios, and the importance of active investment management.

Larry McMillian is the definitive voice for Options trading (Puts and Calls).  He wrote the book now considered by many to be the “Bible” of Options trading, writes several Newsletters concurrently and manages investors’ money, all using Options.  He reveals his current strategy for investing through options (primarily a “Selling Puts”  strategy).  Listen to this…

Here is a 2 minute summary of the interviews with Larry McMillan and Bill Spetrino.

Bill Spetrino is an anomaly in the investment world.  He is a self-educated investor who has developed his own evaluation system to select stocks.  As a bottoms-up stock picker he tells his story of how he has made millions selecting the right stocks.  His book, The Great American Dividend Machine, tells his story and how…

Craig Faggen, Managing Partner at Triton Pacific, explains their approach to Private Equity investing with comparatively  low minimums.  They look for private companies that they consider to be successful and want to grow, and they purchase all or a portion of such companies.  They have structured this  investment as a Business Development Company (a BDC). He discusses one of their holdings, a restaurant chain.  Private Equity investing…

Listen to this 2 minute summary of Stadion Money Management and Asbury Research.

John Kosar writes newsletters and commentaries.  John is a former floor trader on the Chicago Mercantile Exchange and makes recommendations on various markets and indices.  He looks at a variety of data to determine where markets are today and where they are likely to head. He works to keep his subscribers’ assets protected while finding…

Listen to this interview with Greg Morris of Stadion on their unique strategy in determining when to be invested and when to be in cash.  Unlike almost all mutual funds, which apply a “Buy & Hold” strategy,  Stadion uses proprietary methodologies to assess the trends of various markets, and makes market investment decisions accordingly.  Their…

Here is the 2 Minute Summary of the interviews with Silver Portal Capital and Newfound Research.

Newfound Research has created ten strategies focused on risk management through quantitative analysis applying tactica, , rules based elements to asset allocation, using ETF’s.  They manage according to a risk adjusted momentum approach.  They basically determine when to be in and out of various markets and sectors.  Disclaimer – As of the date of this…

We talk with Jon Haahr, founder of Silver Portal Capital about real estate development investing.  They advise large developers on new projects and help to raise funds from large institutions.  Listen as Jon, who speaks to high level investor gatherings throughout the country, tell why he sees real estate as being in a prime position…