Skip to main content

You need to have a subscription to access this content in full.

Log in or subscribe

Displaying 13 - 18 of 18

All Star Charts Premium, ASC Mastermind

ASC Mastermind Lab: Investing and Human Behavior with Phil Pearlman

September 30, 2024

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.  

 

All Star Charts Premium, ASC Mastermind

ASC Mastermind Lab: Managing Your Portfolio with Stephen Weitzel

September 30, 2024

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. 

All Star Charts Premium, ASC Mastermind

ASC Mastermind Lab: Understanding True Diversification with Chris Cain

September 27, 2024

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. 

 

All Star Charts Premium, ASC Mastermind

ASC Mastermind Schedule

September 25, 2024

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