Equity investing is about the way things are, not the way things should be

Equity investing is about the way things are, not the way things should be
22 de abr. de 2024 · 34m 24s

Rob Isbitts runs https://seekingalpha.com/author/sungarden-investment-publishing?source=ie_podcast:equity_investing_about_way_things_are and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy...

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Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20).

Show Notes:
Dow: Where Long-Term And Short-Term Investing Collide
60/40 Investing: A Forward-Looking Analysis
3M: Perfect Example Of Why Stock Ratings Are Overrated
Portfolio Construction, Options And Covered Call ETF Vulnerability

Episode transcripts

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