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You are here: Home / Archives for trading

491: The Five Layers of Investing

August 28, 2024 by Camden Stein · Updated September 7, 2024

We explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting each layer. The five layers are: 1. Short-term trading 2. Longer-term speculations 3. Individual securities 4. Diversified portfolios focused on underlying drivers and factors 5. Maximum diversification with few changes and just a few holdings Show Notes Asset Camp The Role of Emotions in Financial Decisions by David … [Read more...]

Filed Under: Podcast Tagged With: asset allocation, asset garden, trading

486: How Retail Traders Lose Big While Enriching Wall Street

July 17, 2024 by David Stein · Updated August 13, 2024

Gambling in the stock market is increasing, with most traders losing money while generating billions of dollars per year for brokerages and wholesalers. Will all this trading lead to big market swoons? Topics covered include: Why sports gambling has grown so much How gambling in the stock market is measured, and how prevalent is it Why most traders lose money but continue to trade anyway How uninformed traders improve market liquidity and encourage trading by informed … [Read more...]

Filed Under: Podcast Tagged With: 0DTE, gambling, options, positive skewness, skewness, trading

348 Plus: July Investment Conditions, How Much Cash, BlockFi Update, and Trading Philosophy

July 9, 2021 by David Stein · Updated December 16, 2021

In Plus Episode 348, we review investment conditions as of early July 2021. We consider how much cash to hold given investment conditions. We review the risks of using a cryptocurrency platform like BlockFi. Finally, we discuss what to consider when deciding to make a trade or trade at all. … [Read more...]

Filed Under: Uncategorized Tagged With: BlockFi, cash balances, cryptocurrency lending, trading

313 Plus: Advisors for Ultra High Net Worth Individuals, Annuities, Trading, and a Commercial Real Estate Update

September 11, 2020 by David Stein · Updated April 29, 2021

In Plus episode 313, we assist a member who is seeking an investment advisor. We consider the role of investment-oriented annuities in a portfolio. We answer a member's question about trading. Finally, we review the commercial real estate market as a member who is looking to buy a rental office has not seen prices fall despite the recession and pandemic. … [Read more...]

Filed Under: Uncategorized Tagged With: annuities, commercial real estate, financial advisors, immediate annuities, investment advisors, real estate, trading

239: How to Be a Successful Trader

February 6, 2019 by David Stein · Updated May 26, 2021

Why successful trading of commodities futures, foreign currencies and options depends on the exploitation of novice traders. Photo by M.B.M. In this episode you’ll learn: How trading schools convince students to pay up to $50,000 to learn how to trade.Common mistakes investors make in managing their assets.Why trading is a zero sum game in that winners win at the expense of losers.What it takes to be a successful trader. Show Notes The Investors Podcast Will the Economic … [Read more...]

Filed Under: Podcast Tagged With: day trading, trading

205 Plus: May 2018 Mid Month Update and Quantitative Strategies

May 19, 2018 by David Stein · Updated May 12, 2021

This week May 19, 2018, we look at where market stand in terms of performance, interest rates and other market conditions. We also look at quantitative strategies and trading bots and whether as individual investors we should be concerned. … [Read more...]

Filed Under: Uncategorized Tagged With: quantitative trading, trading, trading bots

202 Plus: Housing Crisis, Shorting Bubbles and Implementing Trades

April 28, 2018 by David Stein · Updated May 12, 2021

This week April 28, 2018, we analyze what to do when housing is selling at record prices and there is little rental inventory. In short, when there is a housing crisis due to lack of supply and high demand from second home owners. We review some of the hurdles to shorting assets that are in a bubble. We also look at how at why I tend to implement portfolio changes all at once versus moving into positions over a period of weeks or months. … [Read more...]

Filed Under: Uncategorized Tagged With: home prices, home purchase, housing bubble, short selling, trading

194: Four Investment Lessons From Warren Buffett

February 27, 2018 by David Stein · Updated May 27, 2021

Four investment lessons from Berkshire Hathaway's fiscal year 2017 Shareholder Letter with additional insights from Howard Marks and Seth Klarman. Photo by Aleski Tappura In this episode you’ll learn: Why margin loans are dangerous and how Warren Buffett safely uses debt to fund investments.Why we need to invest with our eyes open, focusing on a few fundamentals.Why we need to stick with easy decisions and avoid excessive trading.Why we need to be willing to be early … [Read more...]

Filed Under: Podcast Tagged With: Buffett (Warren), debt, float, investment lessons, Klarman (Seth), trading

MNY144 Plus: Financial Advisors, Rising Rates and Market Depth

February 11, 2017 by David Stein · Updated April 29, 2021

This week February 11, 2017 on Money For the Rest of Us Plus we look at a the difficulty in finding a financial advisor to manage assets. We look at under what circumstances an investor should shift some of their bond allocation to cash. Finally, we look at the specialist function on stock market exchanges and analyzing market depth. … [Read more...]

Filed Under: Uncategorized Tagged With: bonds, financial advisors, interest rates, trading

MNY114 Plus: Is Indexing Too Big, Currency Hedging and Bid/Ask Spreads

July 9, 2016 by David Stein · Updated April 29, 2021

This week on Money For the Rest of Us Plus we look at the size of the indexing market and discuss whether there are too many indexers and not enough active managers. We also look at why hedging Canadian and Australian equity exposure actually increases volatility. I discuss what is a reasonable bid-ask spread when purchasing an ETF. And finally, we look at Canadian REITs and MLPs. The episode length is 26 minutes. … [Read more...]

Filed Under: Money Plus Tagged With: Australia, Canada, currencies, currency hedges, ETFs, indexing, trading

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