Building a Culture of Education with Jay Coulter

FEATURING: JAY COULTER @danielcrosby‘s ‘The Behavioral Investor’ & was reminded of @MebFaber‘s work on 10 Month SMAs. Think of all the headaches most have been through this year yet a simple 200-day or 10 month SMA risk management rule could have saved your portfolio and lowered your stress! pic.twitter.com/a9D3hvdGJX — Jay Coulter | Resilient Advisor™ … Continued

Finding a Competitive Edge in Tech Stocks with Beth Kindig

FEATURING: BETH KINDIG $TTD $SNAP & $PINS have each seen multiple expansion of 15%+ over the last year & trade at a premium to $ROKU. Their growth rates have declined significantly over the same time frame. ROKU’s multiple has contracted from 12.8x to 10.9x despite posting consistent 40-55% growth. pic.twitter.com/WtSfhwGmXu — Beth Kindig (@Beth_Kindig) August … Continued

Understanding Your Risk Tolerance with Manish Khatta

FEATURING: MANISH KHATTA Q: Tell us about Potomac Fund Management. How does your team serve independent financial advisors? A: At Potomac Fund Management, we have a long history of being an investment strategist providing risk-managed, tactical model portfolios to independent financial advisors. We strongly believe that the best portfolios are diversified across trading strategies and … Continued

Growth Potential Trumps Valuation with Puru Saxena

FEATURING: PURU SAXENA On high valuations –$AMZN traded > 30 P/S multiple during TMT bubble (’99). Those who had the misfortune of investing at the peak of the bubble have still made almost 40X over 20 years (CAGR of ~20%)! Cheaper the better but biz quality + time > valuation Chart from @ycharts pic.twitter.com/6J7isvb6Hp — … Continued

S&P 500 Storylines with Lyn Alden

FEATURING: LYN ALDEN One thing I continue to monitor is the consolidation (and potential pivot point) for the ratio of the equal weight S&P 500 $RSP and the market weight version $SPY. Equal weight tends to outperform over the long run, but underperform at the 2nd half of a business cycle. pic.twitter.com/aEompytdMh — Lyn Alden … Continued

Accepting an Imperfect Portfolio with Nick Maggiulli

  FEATURING: NICK MAGGIULLI Q: Tell us about your role at Ritholtz Wealth Management and your “Of Dollars And Data” blog. How do you hope to educate investors about the importance of data when making investment decisions? A: I maintain my blog at “Of Dollars And Data” to help people make better financial decisions using … Continued

The Growing Complexity of ETF Investing with Nate Geraci

FEATURING: NATE GERACI Completely cherry-picked date, but broad emerging markets have delivered a NEGATIVE TOTAL RETURN since just prior to Global Financial Crisis (Oct 2007)… pic.twitter.com/VBqm6AMBYj — Nate Geraci (@NateGeraci) May 13, 2020 Click to view in YCharts Q: Tell us about yourself and the ETF Store. What is your approach to financial planning and … Continued

Surviving as an Investor with Ian Cassel

FEATURING: IAN CASSEL   I know where I’m still finding value #microcap pic.twitter.com/bzdWgR0h4w — Ian Cassel (@iancassel) April 19, 2020 Q: Tell us about yourself and what sparked your passion for micro cap investing? A: In 1997, I was a teenager in high school investing in small cap technology companies during the dot-com bubble. When … Continued

Winning in Bear Markets with Rita Cheng

  FEATURING: RITA CHENG Click to view in YCharts Q: Tell us about yourself and Blue Ocean Global Wealth. What is your philosophy? A: I help clients gain clarity, confidence and control of their finances. The foundation of every client relationship is financial planning. Financial planning is a collaborative process that helps clients meet their … Continued

Investment Scorekeeping with Investopedia’s Caleb Silver

  FEATURING: INVESTOPEDIA EDITOR-IN-CHIEF CALEB SILVER Q: Describe your day-to-day at Investopedia. With all of the great content on the site, what are the key areas in which you’re trying to educate investors? A: As the Editor-in-Chief of Investopedia, I’m responsible for ensuring content quality across the site, which includes our 30,000 articles and financial … Continued