The Path: From Novice Investor to Master – with Adrienne Toghraie

retirement investing

Join Adrienne Toghraie, master trading coach, and me on Tradestreaming to discuss the psychology of trading as she shares practical, actionable tips to better investor performance.

In this special edition of Tradestreaming, we discuss:

  • finding and staying in your zone
  • 4 steps for bettering use of trading time
  • how to discover your ideal strategy
  • 10 rules to be more professional in your practice
  • how to learn and make mistakes well
  • much more!

Continue reading “The Path: From Novice Investor to Master – with Adrienne Toghraie”

Tradestreaming Panorama (week ending September 18, 2011)

Every week, I send out an exclusive email (free) to my subscribers summarizing the events of the past week.  It’s everything about the intersection of technology, social media and investing.

Sign up in the sidebar, at the end of this post, or by going here.

Bogle’s Blunders, intellectual honesty and historical perspective (Dorsey Wright):
To the guys at technical analysis shop, Bogle appears as a rigid idealist and someone unwilling to admit that his ideas might have seen their time.  Apparently, Bogle believes investors only misuse ETFs and not index funds.

Should investors overweight companies with overweight CEOs? (Time):
Turns out fat CEOs equal fat profits according to a study in Psychological Today. There seems to be correlation between the width of CEO faces and financial performance. It’s like going long blockheads — but hey, the study posits all types of reasons for this (aggressiveness, imposing people don’t get as much pushback, etc.)

Continue reading “Tradestreaming Panorama (week ending September 18, 2011)”

Better retirement planning and investing – with Mike Egan

retirement investing with Income&

Mike Egan has heard numerous investment myths bandied about for decades.mike egan

In his new book, Your Stronger Financial Future: The Essential 8 Strategies for Making Profitable Investments sets out to correct those misunderstandings.

In our interview, Egan addresses:

  • social security and how it should fit into a retirement plan
  • how unprepared most of us are for retirement
  • the role of financial professionals in the investing process
  • why debt makes success harder

Continue reading “Better retirement planning and investing – with Mike Egan”

Launch your fund with the help of your friends (and $$ off)

Cale Smith is a long time Tradestreaming supporter as we are of him and his efforts.

He’s a money manager and growing a movement, SpokeFund, to assist others in getting their ideas and businesses off the ground.

It’s an interesting bootstrapping model — one that aligns the small business owner/asset manager and investor — and one we spent considerable time understanding and learning about in one of Tradestreaming’s live events.  (See the presentation deck From the Ground Up: Building a Successful Money Management Business.)

Think of Spoke Fund as Lean Startup for investment businesses.

Now for the good part…

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Making sense of the Google, Motorola Deal – with Dan Hoffman

M&A crowdsourcing

We’re doing something a little different with this interview.In the wake of the announcement that Google ($GOOG) was buying Motorola Mobility ($MMI), I wanted to understand the deal dynamics better.

I spoke with Dan Hoffman, CEO and President of M5, a managed VOIP solutions provider.Dan’s an Internet pioneer, founding an early ISP. M5 services enterprise clients with cloud telephony, on the forefront of telecommunications service.

In this interview, we address

Tradestreaming in the European Financial Review

As Tradestreaming — and our methodology of learning from investing experts — is gaining momentum, other periodicals are taking notice.

I appeared in this quarter’s print edition of the European Financial Review. I essentially wrote about Tradestreaming — how investors are taking advantage of the new media and research tools that social media is enabling.

As regular readers would recognize, I wrote about 3 strategies that investors can employ today to begin making better investment decisions (Ride the Long Tail, Piggyback the Pros, Commune with Experts)

I also included a paragraph about what I think the future has in store for investors: Continue reading “Tradestreaming in the European Financial Review”

Busting jackass myths to find more profitable investment strategies – with Mike Dever

finding a job in finance

I’ve been a fan of Mike Dever and his firm, Brandywine Asset Management since I first began learning about mutual funds 20 years ago. Mike joins us today on Tradestreaming Radio to discuss his new book, Jackass Investing— a book with 30 years of hard-earned investment experience. Mike describes multiple myths investors (and the media!) have about investing — and then proceeds to bust them. In this podcast, you’ll learn:

Insight into the Twitter hedge fund

This is interesting.  Here’s an interview with Paul Hawtin, founder of Derwent Capital Markets (the Twitter hedge fund).

the twitter hedge fundI find this compelling because it’s one of the first hedge funds that’s designed (so publicly, at least) to trade on changes in social media sentiment.

According to MoneyScience, you’ll learn:

  • How the Twitter hedge funds’s signals are computer
  • Operational set up and infrastructure of Derwent
  • Trade generation
  • The “Michael Jackson” Test: Is the Twitter hedge fund an automated black box?
  • Risk Management
  • Will large scale analysis of social media be part of quant trading and investing from now on?
  • Who is invested in the Twitter hedge fund?
  • Capacity, Target return