In this episode we're discussing overpriced Christmas gifts! An electric car would be a nice gift wouldn't it? After that, I share some exciting news about the new newsletter service being launched by lowercase CAPITAL. Audio Only

In this episode we tell the tale of the first week of trading for BITW, the Bitwise 10 Crypto Index Fund. Then we talk about the AMEX announcement regarding FalconX before wrapping up with my thoughts on how to fundamentally value cryptocurrencies. ...

In this episode I share a discussion I recently had with a new investor where I didn't like my initial response to their question.

Thursday was a difficult market day. Do we have more of that in the near future? I call my shot in this episode as far as what I'm looking for in the stock market for the next month or so. https://youtu.be/HrmaJp94uk4

In this episode I share a recent experience learning about a financial service from social media. The goal here is to raise some awareness regarding how these types of potentially risky services are being discussed by the people selling them.

2020 Q2 recently ended, so in this episode we're discussing the performance history of the equity value directional strategy starting from inception at the start of 2019 Q4 through the end of 2020 Q2. We'll also identify a couple areas in this 9 month...

In this episode we'll discuss how someone can manage gross and net exposure in a long only account.

In this video the process of taking a model from Excel to Python is outlined. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional before making...

I recently delivered a webinar on Financial Portfolio Construction & Management. The discussion focused on the hypothetical situation of a typical investor in the accumulation phase of their life. Mid 30s, single, no kids, no major debts,

What is an investment adviser?