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.
For more information about 3Summit Investment Management and to subscribe to Investing Insights please go to our website at www.3Summit.com.
Episode 11: GameStop - A Financial Battle to the Death and What it Foreshadows
Some traders are making millions or tens of millions of dollars on their GameStop holdings, while several hedge funds are losing billions of dollars. A huge number of small retail traders have been taking it to the billion-dollar hedge funds that have large short positions in GameStop, and these retail traders are a vicious pack out for blood. This zero-sum battle between small retail investors taking long positions (betting the stock will go up) and big money hedge funds on the short side of the trade (betting the stock will go down) led to a massive short squeeze that propelled the price of GameStop into a parabolic move to the moon.
Episode 10: Riding Big Waves to Big Returns
Something is wrong with the S&P 500 Index. Risk is very high for U.S. stock investors. In this episode we break down the risk and opportunities for stock investors and provide strategies for navigating this risky market.
Episode 9: Conventional Diversification Fails...Again (Part 2)
In this episode we share powerful risk management strategies that address the shortfalls of conventional diversification, offer protection from large investment losses, and drive the opportunity for higher long-term returns.
Episode 7: Chasing the Siren Song of High Returns
Performance chasing is one of the biggest mistakes investors make. Learn why performance chasing can be so detrimental to successful investing and how to avoid it.
Episode 8: Conventional Diversification Fails...Again
Conventional diversification is a useful risk management tool, however its tendency to fail when it is needed most is rarely understood or acknowledged within the investment management industry. We explore conventional diversification, how it works and why it frequently fails at the time of greatest need.
Episode 6: How to Make Millions Speculating In Stocks
In this Episode we show you how an investor could have turned $300,000 into $272,000,000, why you should not try and do that yourself, and if you must speculate in the stock market, how to maximize your already low odds of success.
Join Dan as he discusses how to speculate in stocks.