31 min

Tactical Investing and Rejecting Popular Opinion with Ken Sleeper Orion's The Weighing Machine

    • Investing

In today’s episode, Rusty and Robyn talk to Ken Sleeper, Co-Founder and Managing Director of Sierra Investment Management.
Ken has been the industry’s go-to expert for advanced risk and portfolio management for decades. Unswayed by hype, Ken is known for making company decisions based on relevant information and remaining firm in his choices. 
Ken talks with Rusty and Robyn about the secret behind Sierra’s decades of success, tactical rules-based investing, and the current market outlook on income, equity, and cryptocurrencies.
"There are almost too many points of view—what we need to have is a cohesive strategy and not react to the latest talking head or the latest point of view. Having a strategy that gets implemented on a daily basis is so important." ~ Ken Sleeper

Main Takeaways 

Clients come first. The secret to staying on top is knowing what your firm is good at and sticking to it. 

The three main asset classes at this point are income, equity, and cryptocurrencies. Always think about your level of knowledge about your investment, your risk exposure, and your resources.

To be a great financial advisor and investor, you have to be tactical. Learn from others’ mistakes and keep your eyes on the market, but don’t make quick decisions because of hype.


Links

Ken Sleeper

I Won't Back Down by Tom Petty

Ocean Park Asset Management

Sierra Investment Management

Market Wizards: Interviews with Top Traders by Jack D Schwager

Manias, Panics, and Crashes: A History of Financial Crises by Charles P. Kindleberger

Investor's Business Daily

The Wall Street Journal

Reddit


Connect with our hosts

Rusty Vanneman

Robyn Murray


Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts


1915-OAS-6/28/2021

In today’s episode, Rusty and Robyn talk to Ken Sleeper, Co-Founder and Managing Director of Sierra Investment Management.
Ken has been the industry’s go-to expert for advanced risk and portfolio management for decades. Unswayed by hype, Ken is known for making company decisions based on relevant information and remaining firm in his choices. 
Ken talks with Rusty and Robyn about the secret behind Sierra’s decades of success, tactical rules-based investing, and the current market outlook on income, equity, and cryptocurrencies.
"There are almost too many points of view—what we need to have is a cohesive strategy and not react to the latest talking head or the latest point of view. Having a strategy that gets implemented on a daily basis is so important." ~ Ken Sleeper

Main Takeaways 

Clients come first. The secret to staying on top is knowing what your firm is good at and sticking to it. 

The three main asset classes at this point are income, equity, and cryptocurrencies. Always think about your level of knowledge about your investment, your risk exposure, and your resources.

To be a great financial advisor and investor, you have to be tactical. Learn from others’ mistakes and keep your eyes on the market, but don’t make quick decisions because of hype.


Links

Ken Sleeper

I Won't Back Down by Tom Petty

Ocean Park Asset Management

Sierra Investment Management

Market Wizards: Interviews with Top Traders by Jack D Schwager

Manias, Panics, and Crashes: A History of Financial Crises by Charles P. Kindleberger

Investor's Business Daily

The Wall Street Journal

Reddit


Connect with our hosts

Rusty Vanneman

Robyn Murray


Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts


1915-OAS-6/28/2021

31 min