Podcast

Anchor Capital – Eric Leake, Chief Investment Officer of Anchor Capital, tells us how he uses “Technical Analysis” to provide signals to enter and exit various markets productively.  We focus on their “Equity” strategy, timing various markets for entry and exit.  This is a very interesting interview for anyone currently holding stock or equity mutual…

Real Wealth Network – This is a unique interview for us.  Real Wealth Network is all about purchasing investment real estate.  Listen to Kathy Fettke, host of her own radio show for the past 12 years, tell about their method of providing real estate services to clients throughout the country that allows their subscribers to…

We interview Mike McDaniel, Co-founder and Chief Investment Officer of Riskalyze, a software system designed to be used by financial advisors to help identify an investor’s risk tolerance and select the asset allocations intended to be consistent with their risk tolerance.  Many investors’ portfolios are not in sync with their risk tolerance and RiskAlyze assists…

David Gurwitz is the Managing Director of Charles Nenner Research, which provides timing recommendations on various markets throughout the world to Hedge Funds, Mutual Funds, Money Managers, large institutions, et al., with clients in over 60 countries.  Charles Nenner, who is an MD, worked for Goldman Sachs for 15 years in their “Technical Analysis” endeavors,…

A 2 minute Summary of these interviews.

Our second interview with Randy and Rob Swan demonstrates a variety of uses of their Defined Risk Strategy to protect investors’ portfolios during down markets.  They discuss in greater detail how this strategy can be applied to protect a current concentrated stock position or a diversified portfolio held by an investor.  Again, this is a…

This is the first of two interviews of brothers Randy and Rob Swan of Swan Global Investments re: their Defined Risk Strategy method of investing.  This strategy buys the US Equities market thru Sector ETF’s, then protects them thru the purchase of long term puts, which they hold for about a year.  The cost of…

Listen to this short summary of these two interviews.

We talk with John McClure, CEO of ProfitScore Capital Management, an asset manager who provides consulting services for institutions using sophisticated active management strategies.  They hedge certain market risks thru their strategies.  They have created various indices and made them available thru mutual funds that mirror these indices.  As of the date of this interview,…

Listen to this interview with Warren Wall, a CFP who offers asset management services to clients and other advisors using an active, tactical momentum strategy to determine when to be in and out of various markets.  They tactically invest in index and sector ETF’s using their proprietary trend following system.

Anne Kritzmire, Managing Director of Nuveen Investments, is the face of Nuveen for Closed End Funds, a lesser known investment structure designed to generate consistent income for investors with higher yields and distributions than mutual funds or direct fixed income securities. Anne explains the ins and outs of this structure.  Anyone interested in generating yield…

Steve Blumenthal, CEO of Capital Management Group (CMG), a third party asset manager, explains their Opportunistic All Asset Mutual Fund.  This is an actively managed, tactical strategy fund of funds that seeks to select the leaders of various markets and sectors through trend following and momentum selection.  It is a very interesting strategy, and is…

Listen to Ray Quick of TSP Radar.com, who provides trading signal recommendations to participants in the Federal Government’s Thrift Savings Plan. He recommends asset allocation among the various mutual funds available in the plan.

Listen to Dr. Omar Shah, a surgeon, who offers a trading research service, PrimeMarketTrader.com, to traders and investors, focused on Index trading and investing.  They provide signals for investing in various Index funds.  Please note that past performance of any trading strategy, including PrimeMarketTrader.com, is not indicative of future performance and should not be interpreted…

Listen to this short summary of these two interviews.

Mark Cook has been a full-time trader for 38 years, and has an advisory service for clients and a mentoring service for potential traders.  He has developed the Cook Cumulative Tick Indicator to guide his trading signals.  He has written for Barrons, Market Watch and other financial media.  This is a very interesting interview, which…

Listen to Eric Kimia of ETF Trade Advisor describe his service in providing trading signals to online subscribers.  He recommends when to be in and out of various markets.  

Listen to Tim Travis of T&T Capital Management describe their value based investment strategy.  He combines value investing with put and call selling.  This is good ole fashion value investing, together with the selling of options.  Our show usually discusses other type strategies, so Tim’s approach is quite unique for our show’s interviews.  You’ll find…

Listen to this interview with Nick Scalzo of the Elements Group to learn about their unique fixed income mutual fund – YieldPro Fund.    As of the date of this interview, Partnervest Advisory Services did not hold an ownership position of the YPRO ETF discussed during the interview.  Also, this interview is not an offer to…

Listen to this short summary of these two interviews from Jan 30, 2015.

Listen to this interview with James Cordier, founder and President of OptionSellers.com.  They sell calls and puts on commodities in the futures marketplace.  This is an income generating strategy that you will find to be very interesting.

Listen to Adam Gallegos of Altegris Investments tell about who they are and discuss their Evolution Mutual Fund.  This is a Managed Futures fund unlike others, managed by some large and prestigious international money managers.  It is a very interesting story.

Listen to this summary of the interview of Nick Scalzo, founder and CEO of RiskPro.

Listen to Nick Scalzo as he discusses his software, RiskPro, which offers the opportunity to create a portfolio designed around a particular level of risk.  This is a revolutionary product that is able to define risk for an investor and then helps to design a portfolio to invest within the parameters of that level of…