Tradestreaming Cascade: The news you need to know (week of October 2, 2011)

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Every week, I send out an email (free) to my subscribers summarizing the must-see 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.

You’ll get your 1st issue on Sunday.

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A better solution to socially responsible investing (Larry Swedroe)
A recent study shows that there is a price to pay for socially responsible investing: namely, raising the cost of capital for sin stocks.  That said, Swedroe recommends avoiding SRI and donating the difference in returns to an investor’s favorite charity.

New jobs package should open up crowdfunding (Amy Cortese/NYT)
A friend of Tradestreaming, Amy Cortese penned a New York Times editorial describing some of the changes tabled in the Obama administration’s new jobs package.  This one — with rare bipartisan support — may change the way small businesses raise capital and how investors can tap these new sources of returns.

Continue reading “Tradestreaming Cascade: The news you need to know (week of October 2, 2011)”

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”

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”

Jackass investing appears to work

I interviewed Brandywine’s Mike Dever recently on Tradestreaming Radio on the launch of his book, Jackass Investing (Amazon).

Dever’s done an admirable job making his strategies available to the public (and his returns, too).  The August report on the Symphony Portfolio (described in Jackass) showed a return of over 2% vs. the $SPY ‘s loss of over 5%.

Pretty non-jackass to me.

Continue reading “Jackass investing appears to work”

Investing in troubled times – with Charles Hugh Smith

Charles Hugh Smith called the housing/debt bubble in 2005 when he started blogging on his site, Of Two Minds.

It helps to be right and since then, he’s grown his readership to 300k monthly visitors and published one of the best selling kindle books on Amazon in the investment category. Smith joins us today as a guest on Tradestreaming Radio.an investment book by Charles Hugh Smith

Please join us to discuss his new book, An Unconventional Guide to Investing in Troubled Times.

We’ll hear from Smith about what he sees to be the underlying problems in our economy, how it will play out, and how he suggests investors position themselves for the future. (Hint: disruptive technology and hard assets both play a key role)

Continue reading “Investing in troubled times – with Charles Hugh Smith”

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:

Making 16% a year investing in taxi medallions – with Andrew Murstein

Did you know corporate taxi medallions in New York City fetch close to $1M?

how to invest in taxi medallionsContinuing to look at alternative investments, I stumbled upon investing in taxi medallions. The data show that a NYC taxi medallion would have returned 16% per year on average for the past 60 years — smoking traditional asset classes.

Medallion Financial’s (Nasdaq: TAXI) CEO, Andrew Murstein joins us to talk about the particulars of the taxi business and how he’s grown his firm into the largest financing arm of taxi medallions.

You’ll learn:

  • how to purchase a medallion
  • how much a taxi driver makes
  • how to finance a medallion
  • why industry dynamics have made taxi medallions great investments over the long term
  • what the future holds for the investment

Continue reading “Making 16% a year investing in taxi medallions – with Andrew Murstein”

Making better investment decisions with social media [interview]

Tradestreaming is all about plugging into social media to help investors make better decisions.

I recently appeared (radio) on News@7 to talk about my book (Tradestream your Way to Profits).

We also had the opportunity to talk about real-life examples how investors are turning to new online tools to aid them in the investing process, some new-ish Internet IPOs and current trends on Internet usage. Continue reading “Making better investment decisions with social media [interview]”

The Best Way to Play Earnings with Options — with John Shon (transcript)

new book by john shon

This transcript comes an interview with John Shon that you can find here.  You can also find our archives of interviews with some of the world’s best investors here.

Announcer: Live from the Internet, it’s Tradestreaming Radio, with your host, Tradestreaming.com’s own Zack Miller.new book by john shon

Zack: Hey, this is Zack Miller. You’re listening to Tradestreaming Radio, the place on the Internet where investors can learn directly from experts.

One thing I’ve found in my individual investing practice, both my own investing and the work I do with clients, is that, although I know basic options strategies, I’ve struggled to really implement them. More than anything, I feel that options are a great way for a lot of investors to lower the risk in terms of playing out a thesis that they have on a particular stock.

The hardest thing to do with options is to pick a direction, and this is what many investors do, is to buy a call or buy a put, and basically say, “I’m making a bet that the stock’s going to go up or down.” It’s (a) very hard to pick which direction, and (b) a lot of times even if we’re right, meaning earnings season is particularly good, there’s some good news out, the stock may not react the way we’re predicting it.

I was really interested to read this book that was put out recently on the FT Press by John Shon, who’s a professor of accounting at Fordham. He has a Ph.D. from University of Chicago at Booth School. He wrote a book along with Ping Zhou called “Trading on Corporate Earnings News: Profiting from Targeted Short-Term Options Positions.” I invited John on to the show today to discuss the book. Continue reading “The Best Way to Play Earnings with Options — with John Shon (transcript)”