49 episodes

Timely and actionable investment insights with Louis Llanes, CFA CMT, founder of Wealthnet Investments, LLC.

The Market Call Show The Market Call Show

    • Business
    • 5.0 • 4 Ratings

Timely and actionable investment insights with Louis Llanes, CFA CMT, founder of Wealthnet Investments, LLC.

    Episode 44- Smart Portfolio Building with Robert Carver: Part 2

    Episode 44- Smart Portfolio Building with Robert Carver: Part 2

    Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show?  Email us at hello@louisllanes.com and you may see it answered on a future episode!

    Episode 44- Smart Portfolio Building with Robert Carver: Part 2

    Robert Carver joins me for the continuation of our smarter portfolio building conversation this week--Rob is an independent systematic futures trader and investor, author, and research consultant. In this Part 2, we discuss portfolio construction and diversification, ETFs, and the relationship between volatility and the price for equities.

    In this episode you'll hear:

    Portfolio construction and diversification
    How can individual investors overcome constraints and problems when investing long-term retirement accounts?
    Trading individual stocks vs. ETFs
    How many risk units should you have when it comes to individual stocks?
    Blending strategies for your portfolio
    Equities and volatility

    When you are ready, here are some ways we can help YOU with your investing and financial planning:

    Try the new RISK NUMBER SCORECARD

    Everyone has a risk number.  Let’s find yours.  This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv

    Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity

    If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/

    You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/shop-books

    Work with me one-on-one

    If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

    • 39 min
    Episode 43- Smart Portfolio Building with Robert Carver: Part 1

    Episode 43- Smart Portfolio Building with Robert Carver: Part 1

    Episode 43- Smart Portfolio Building with Robert Carver: Part 1

    Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show?  Email us at hello@louisllanes.com and you may see it answered on a future episode!

    Joining me this week, Robert Carver--Rob is an independent systematic futures trader and investor, author, and research consultant. He is currently a visiting lecturer at Queen Mary, University of London.  We had such a terrific discussion, we had to split his guest appearance into two episodes.  In Part 1, we dive into deciphering signal strength and model forecasting, market volatility and systematic trading.

    In this episode you'll hear:

    Rob’s background and how he got to where he is today
    Types of traders, and which Rob would recommend
    Testing signal strength in the trading world
    The advantages and challenges of continuous signal strength
    Rob’s philosophy on how to rebalance or analyze the variance between actual vs. target
    The use of alternative instruments
    Forecasting volatility

    When you are ready, here are some ways we can help YOU with your investing and financial planning:

    Try the new RISK NUMBER SCORECARD

    Everyone has a risk number.  Let’s find yours.  This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv

    Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity

    If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/

    You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/shop-books

    Work with me one-on-one

    If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

    • 35 min
    Episode 42 - Are We Near a Bottom in the Market

    Episode 42 - Are We Near a Bottom in the Market

    Are We Near A Bottom in the Market?

    If you are interested in getting more in-depth information related to the topics from this episode, visit http://www.pathtorealwealth.com to get a signed copy of my book, Financial Freedom Blueprint.

    This episode of the Market Call Show features my good friend and fellow advisor James L. Smith Jr.  James and I go way back and he has been one of my market outlook sounding boards for many years, he's got a great view on what's happening in the market and his opinions are shaped by many years of experience in the investment industry.

    He and I chatted at length about the current market cycle.  I'm certain you will walk away with some insight that may help you in your investing now and in the future.

    Hear about:

    James’ view on the current market and how we got here
    Why we may not have reached the bottom yet
    Constructing portfolios in today’s environment
    How the investment landscape has changed from years past

    When you are ready, here are some ways we can help YOU with your investing and financial planning:

    Try the new RISK NUMBER SCORECARD

    Everyone has a risk number.  Let’s find yours.  This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv

    Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity

    If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/

    You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/shop-books

    Work with me one-on-one

    If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

    • 51 min
    Summer Shorts #5 - Expand Your Personal Economy

    Summer Shorts #5 - Expand Your Personal Economy

    Mentions in this video:

    My upcoming appearance on the Money Show, Aug. 9-11, 2022: https://online.moneyshow.com/2022/august/accredited-virtual-expo/?scode=035323

    Dan Sullivan & Strategic Coach, https://www.strategiccoach.com

    Summer Shorts #5 - Expand Your Personal Economy

    In the last 4 episodes, I’ve explained why wrapping your head around your own personal economy is important to your overall growth, both personally and financially.  This fifth episode goes beyond the basic opportunities and outside the box with ideas for your portfolio that may help expand your personal economy.

    If you are interested in getting more in-depth information related to the topics from this episode, visit http://www.pathtorealwealth.com to get a signed copy of my book, Financial Freedom Blueprint.

    In this episode you'll hear:

    A quick recap of the first four Summer Shorts
    Why it’s important to start “thinking outside the box”
    Simple steps to help you get beyond where you’ve been before regarding transformation and change
    Thinking beyond the current situation and strategic moves you can make to help your financial portfolio

    When you are ready, here are some ways we can help YOU with your investing and financial planning:

    Try the new RISK NUMBER SCORECARD

    Everyone has a risk number.  Let’s find yours.  This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv

    Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity

    If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/

    You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/shop-books

    Work with me one-on-one

    If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

    • 13 min
    Summer Shorts #4 - Defining Your Personal Economy

    Summer Shorts #4 - Defining Your Personal Economy

    If you are interested in getting more in-depth information related to the topics from this episode, visit http://www.pathtorealwealth.com to get a signed copy of my book, Financial Freedom Blueprint.

    How do you focus on your personal economy? After all, the overall economy is only important to the degree of how it affects your personal situation. Let’s talk about defining YOUR personal economy and how to have the ability to be focused on what is right for you and your financial future. 

    In this episode you'll hear:

    The seven steps to help you map out your future and define your personal economy
    Implementing your plan
    Monitoring and communicating regularly
    Visualize your future and transform that future into goals

    When you are ready, here are some ways we can help YOU with your investing and financial planning:

    Try the new RISK NUMBER SCORECARD

    Everyone has a risk number.  Let’s find yours.  This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv

    Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity

    If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/

    You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/shop-books

    Work with me one-on-one

    If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

    • 12 min
    Summer Shorts #3-Break The Emotional Cycle Of The Market

    Summer Shorts #3-Break The Emotional Cycle Of The Market

    Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show?  Email us at hello@louisllanes.com and you may see it answered on a future episode!

    We are 3 weeks into the “Summer Shorts” series of The Market Call Show and this week I walk through the phases of emotions that come with the turbulence in these markets. I’ll help you filter through those strong reactions to have a clear, concise, and prepared plan to weather the storm that is the stock market right now.

    In this episode you'll hear:

    The basics of the cycle of emotion in today’s market
    Disbelief, Hope, Fear and panic
    The status of inflation today
    Why being prepared is a great thing
    How to avoid the cycle of emotion

    When you are ready, here are some ways we can help YOU with your investing and financial planning:

    Try the new RISK NUMBER SCORECARD

    Everyone has a risk number.  Let’s find yours.  This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv

    Read the Financial Freedom Blueprint:  7 Steps to Accelerate Your Path to Prosperity

    If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/

    You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/shop-books

    Work with me one-on-one

    If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom

    • 14 min

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