Below is the 5th ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in their expertise. 

In our last Mastermind Lab, I spoke with Steve Strazza about momentum thrusts. This time, I wanted to talk with a portfolio manager who uses momentum as part of his strategy. Enter Dan Russo, Portfolio Manager at Potomac Fund. 

Dan broke down for us a simple way of implementing momentum into your portfolio management, how he protects against drawdowns while using momentum, and what he sees as the biggest challenges of using momentum. 

Enjoy my conversation with Dan Russo.

Below is the 4th ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in their expertise. 

The theme of ASC Mastermind Week 2 is momentum trading, and why it works. So naturally it made sense for me to talk to All Star Charts Director of Research Steve Strazza. Steve uses momentum as much in his day-to-day as I do. 

The main concept Steve wanted to hammer home is momentum thrusts, what they are, when they happen, the different types with examples, and how to analyze them. 

Enjoy this Mastermind Lab Course on momentum.

Below is the video and slide deck for Week 2 of ASC Mastermind: Momentum Trading And Why It Works. 

Below is the 3rd ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in their expertise. 

The theme of the first week of ASC Mastermind is focusing on defining personal objectives. So I thought I'd talk to a friend of mine who helps people reach their goals for a living: Dr. Phil Pearlman. 

Phil is the founder of The Pearl Institute, where he works directly with clients, many of whom are professional traders and investors, to improve their mental and physical health. He also writes a tremendous Substack.    

Phil's ability to tie together human psychology, mental health, and financial markets is second to none. I hope you enjoy.  

Below is the 2nd ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in their expertise. 

With the first Mastermind class focusing on defining personal objectives, it only makes sense for me to get an advisor's perspective. That's where Stephen Weitzel comes in. 

Stephen is the Managing Partner, Reveille Wealth Management, a firm with over $1 billion in assets under management. And the things I discussed in our first class are the very things he discusses with clients every day. 

How do you identify your own time horizon and risk tolerance? Should you just buy and hold forever? What can you do to minimize drawdowns?

At the end of the day, Stephen is both managing and building wealth for his clients. And his ability to answer these questions is part of what helps him do that. 

Below is the first ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in their expertise. 

If you watched the first Mastermind class on Defining Personal Objectives, you heard me talk about diversification. Well, meet Chris Cain. Chris is the U.S. Quantitative Equity Strategist for Bloomberg Intelligence, a division of Bloomberg LP, and he literally studies diversification. 

Chris and I discussed mathematics behind diversification, and how diversification can impact your long-term returns more than you even know. 

Enjoy this conversation. 

Below is the replay and slide deck for Week 1 of ASC Mastermind.

Here is the schedule for the ASC Mastermind course: 

Week 1 (Sept. 25): Defining Personal Objectives For Trading & Investing

Week 2 (Oct. 2): Why Momentum Trading Works

Week 3 (Oct. 9): How To Do Intermarket Analysis

Week 4 (Oct. 16): Using Relative Strength

Week 5 (Oct. 30): Sentiment & Seasonality

Week 6 (Nov. 6): Pattern Recognition

Week 7 (Nov. 13): Incorporating Moving Averages Into Your Analysis

Week 8 (Nov. 20): How To Really Make Money With Dividend Stocks

Week 9 (Nov. 27): Finding The Best Small-Cap Stocks

Week 10 (Dec. 4): Profiting Off Of Short Squeezes

Week 11 (Dec. 11): When Is It Too Late To Buy Mega-Caps?

Week 12 (Dec. 18): How To Find The Next $100 Billion Company