On today's episode I sit down with Financial Advisor Stephen Weitzel. Stephen and I have known each other for many years. We're both big fans of Technical Analysis, good food and college football. So this was a lot of fun!
Stephen walks us through his journey of first becoming a Financial Advisor, how helpful Technical Analysis has been for his practice and the journey towards $1 Billion in assets.
I've had a front row seat to Stephen's growth, both as a business owner and as a Technician. It's been really cool to see and I'm going to keep rooting for him and his team.
I always like to get different perspectives on the podcast, and I think this conversation is a great compliment to a lot of the other episodes we've done over the years.
Big day today! I got Josh Brown to come on the podcast and talk about all things Technical Analysis and Financial Markets. Josh is probably friends with more Technicians across the country than almost anyone else. He respects what we do, and even works in some trend following systems at his own firm. We discuss all of it!
In this episode we talk about Sector Weightings in Markets, how RIAs can bring Crypto to the portfolios of their clients and why Gold peaked 40 years ago when adjusted for inflation.
We don't always agree on things, but that's what makes this fun.
Josh and I battle it out in this one. Give it a listen and let me know what you think!
Also make sure to Subscribe to Josh's Youtube Channel: The Compound RWM
It's always fun having Paul Ciana on the podcast. You guys familiar with the show have already heard some our conversations over the years. They're always insightful, and he always gets me thinking.
While here at Allstarcharts.com we approach the world through the lens of an equities investor, and use other asset classes as a supplement, Paul does the exact opposite. His days both begin and end with the study of fixed-income markets, commodities, and currencies. Paul is the Chief Global FICC Technical Strategist at Bank of America.
In this episode, we dive right into it starting with the US dollar, gold, crude oil, and the most important currency crosses for stock market investors to focus on.
In this podcast episode I sit down with one of my favorite technicians of all-time - John Roque. This is one of those people who influenced my thinking very early on. The combination of his simplicity along with sports analogies to describe market behavior made me a huge fan of his right away. This was about 15 years ago.
Since then, you'll here me throw out John Roqueisms all the time. I learned a lot from his way of thinking.
In this conversation we talk about the stock market, Gold, Bitcoin and Tech stocks. John also shares some fun stories about those who inspired him throughout his career and some of the things he’s learned more recently.
As we make our way through the earlier stages of the most bullish time of the year, who better to talk to than Jeff Hirsch, Author of the annual Stock Trader's Almanac.
When it comes to Technical Analysis, what we're doing is analyzing the behavior of the market, and therefore market participants. Seasonality falls under that umbrella and Jeff Hirsch is the ultimate authority on the subject. He's had a front row seat his entire life to how markets trend during different times of the year.
In this episode, we talk about "The Best 6 months", the 4-year Presidential Cycle, Commodities Seasonality, and we even get to learn a little more about his father Yale Hirsch, the originator of the Almanac back in the 1960s.
On this episode of the podcast, I sit down with Ed Clissold, Chief U.S. Strategist at Ned Davis Research.
I've been a big fan of Ed's work for a long time, not to mention Ned Davis is one of my personal heroes.
The work they do over there has been inspiring to me throughout my entire career. So as you can imagine, it was so fun and such a pleasure to chat with Ed.
We talk about Market Breadth, Sector Trends, Momentum and Seasonality.
If you have any exposure whatsoever in the market, or even thinking about putting on exposure, then this is the episode for you!
On this week's episode of the podcast, I sit down with David Keller to talk about all things behavioral finance. David is one of my favorite guys to talk to about the subject, so I reached out to him and said, "Dave, come on the pod and let's talk about humans".
He happily agreed and so we hit the ground running talking about Anchoring Bias, Loss Aversion, Risk Management, Supply and Demand Dynamics and Market Sentiment.
This wasn't just an academic endeavor. We also discussed current markets, price trends, momentum, breadth and Dave's favorite trade for the rest of 2021.
I think you're really going to enjoy this one. I certainly did!
In this podcast episode I sit down with Ian McMillan to talk charts and answer the question: Why Technical Analysis?
Ian makes some good points about Financial Advisors who "buy and hold", that you can often find at the golf course. He's always striving to be the opposite of that.
When it comes to the market, we dive right in to talk market internals, major trends, Gold, Energy and Bitcoin.
Ian and I have known each other for years so it's always fun to catch up and see what's on his mind. Enjoy!
This is a fun one. I got to sit down with Paul Ciana to talk about all things Fixed Income, Commodities and Currencies. Paul is now the Chief Global FICC Technical Strategist and Director of Research at Bank of America Merrill Lynch. But in the early days, him and I used to study for our CMTs together back in 2006.
What's nice about this is that in his current position, and for 10 years at Bloomberg prior to his 5 years at BofA, he's had the opportunity to speak to many of the largest portfolio managers in the world. I want to know what he's learned from all those conversations!
Paul always gives great perspective and as you know, the macro view carries a big weighting throughout our process. So this episode really hit home.
The DeFi Revolution is upon us, at least according to Jim Bianco. For many years, I've looked up to Jim and the work he's been doing at Bianco Research and, in fact, he's the one who first inspired me to rip through hundreds of charts during my live presentations in order to get my points across. It took me about a decade to realize it, but it was him who I got that from.
Fast forward to 2021, and the Macro Technician who I've always admired has turned into one of the leading voices of what's taking place in DeFi, or "Decentralized Finance". Who better to talk to about what's going on than Jim himself? Ethereum, Bitcoin, Dogecoin, Yield Farming, Metamask Wallets, Coinbase....the whole thing.
This week on the podcast I sit down with Meb Faber, Co-Founder, CEO and CIO of Cambia Investments. In addition to his "Day job", as he puts it, Meb has authored 5 investment books, a countless amount of white papers, and is also a very popular follow on Twitter @MebFaber.
This was really fun for me because Meb is an expert at a lot of things that I am just not, like what happens behind the scenes at ETFs, angel investing and academic studies. He brings up some great points about providing strategies that work, but that people also want/need.
He has some strong opinions about share buy backs instead of distributing dividends, learning through acting and participating, and how lucky him and I are that we took the CMT decades ago when it was a lot easier than it is today!