In the latest episode of The Steady Wealth Podcast (www.steadywealthpodcast.com), Serge Berger dives deep into the question of Is it possible to have a portfolio that keeps all the upside for growth (stocks) and at the same time adds diversification and income? He speaks on the one strategy where that is the focus.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In the latest episode of The Steady Wealth Podcast, Serge Berger dives deep into the evolving landscape of cryptocurrencies with special guest Don Friedman from DACFP (Digital Asset Council of Financial Professionals). They dissect the recent approval of the Bitcoin ETF by the SEC, which has sparked a surge of interest among financial advisors and investors alike.
The episode explores the ETF's impact on portfolio diversification and risk mitigation strategies, highlighting how even a small allocation to Bitcoin can enhance long-term investment outcomes.
Amidst discussions on market correlations and investor sentiments, the podcast advocates for informed decision-making through education and strategic asset allocation.
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SPECIAL GUEST DON FRIEDMAN!
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X – @thedacfp
X – @DigitalDonF
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others) CHECKOUT OUR GUEST: Alasdair Macleod – https://alasdairmacleod.substack.com In the latest episode of The Steady Wealth Podcast, Serge Berger collaborates with James from Ineson's Capital to explore the concept that "only gold is money, the rest is credit." They welcome special guest Alasdair Macleod, Head of Research at GoldMoney Inc., to delve into the dynamics of the gold market. Macleod argues that gold isn't rising in value; rather, paper currencies are losing purchasing power. He discusses central bank activities, especially in China, and how geopolitical factors are influencing gold purchases. The conversation also touches on the broader implications for fiat currencies and global economic stability. For more details, listen to the full episode on The Steady Wealth Podcast.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In the latest episode of The Steady Wealth Podcast, host Serge Berger dives deep into the Chinese equity markets with special guest Brendan Ahern, Chief Investment Officer at KraneShares. They explore the sustainability of the recent rally in Chinese stocks, driven by factors beyond mere chart analysis. Brendan highlights significant catalysts like under-allocation, government support, and institutional buying that could maintain the rally. They also discuss the evolving consumer landscape, policy support, and substantial corporate buybacks, painting a nuanced picture of China's investment potential. Tune in for a data-driven, insightful conversation on navigating Chinese equities.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In this episode of the Steady Wealth Podcast, Serge Berger broadcasts from Newark International Airport, diving into the significant market rotation currently underway. Serge reflects on his conversation with Eric from Simplify Funds about the strategic advantages of ETFs in portfolio management. He emphasizes the shift away from tech-heavy investments and explores emerging opportunities in real assets, like gold and copper, and dividend-paying stocks such as ExxonMobil. Join Serge as he unpacks the potential implications of these trends for your investment strategy and provides actionable insights for navigating this evolving market landscape.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
Join Serge Berger, host of The Steady Wealth Podcast, for an eye-opening discussion with Eric from Simplify ETFs.
In this episode, Serge and Eric delve deep into the diverse strategies and potential of Exchange-Traded Funds (ETFs), revealing how these investment tools can transform portfolios and empower investors.
Serge introduces Eric, an expert from Simplify, a groundbreaking ETF provider dedicated to democratizing access to unique market exposures previously reserved for institutional investors. Eric shares Simplify's mission of delivering transparent, low-cost, and liquid investment solutions that harness sophisticated strategies typically associated with hedge funds.
The conversation unfolds as Eric demystifies the ETF landscape, highlighting the evolution of active ETFs and their capacity to offer innovative, targeted exposures beyond traditional stock and bond investments. Serge and Eric explore the misconception that ETFs are "boring," showcasing how these versatile instruments provide tailored strategies spanning sectors, factors, and alternative assets.
Listeners gain insights into the power of diversification and risk management through ETFs, with Serge and Eric discussing how ETFs enable efficient portfolio construction, adaptive exposure to market trends, and risk mitigation strategies typically employed by institutional investors.
The episode illuminates specific Simplify ETFs like "HIGH" and "HARD," each designed to capture distinct market opportunities. Eric details the mechanics behind these ETFs, illustrating how they leverage Treasury bills and commodity futures to generate income, manage risk, and capitalize on market trends.
Throughout the conversation, Serge and Eric emphasize the importance of education and due diligence in ETF investing, stressing the benefits of ETFs in navigating market volatility, enhancing yield, and accessing specialized asset classes.
Listeners emerge from the episode equipped with a deeper understanding of ETFs as dynamic investment tools, poised to integrate ETF strategies into their investment journey to enhance returns and navigate evolving market conditions.
Tune in to The Steady Wealth Podcast for a captivating exploration of Simplify ETFs and the transformative potential of ETF investing with Serge Berger and Eric. Discover how ETFs can unlock new dimensions of wealth-building and portfolio management, empowering investors to achieve their financial goals with confidence and clarity.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In this episode of The Steady Wealth Podcast, Serge Berger dives deep into the critical topic of position sizing for traders and investors.
He emphasizes that proper position sizing is often the Achilles heel for many, leading to underperformance and significant losses.
Serge offers practical insights and a specific formula to implement effective position sizing, aiming to help listeners avoid catastrophic losses, manage risk efficiently, and achieve a balanced return within their risk tolerance.
Moreover, Serge previews an exciting new chapter for the podcast, featuring interviews with fund managers starting next week. This fresh direction promises insightful discussions on investment strategies. Tune in for valuable advice on navigating the volatile market landscape and safeguarding your portfolio.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
Join Serge Berger in the latest episode of The Steady Wealth Podcast as he uncovers a pivotal yet often overlooked aspect of investing: factor exposure.
In a conversation sparked by institutional insights, Serge delves into the significance of understanding factors beyond sectors and groups, shedding light on how factor exposure can drive uncorrelated returns amidst market volatility.
From exploring common factors like value, growth, and momentum to delving into more nuanced ones such as quality and volatility, Serge navigates the landscape of factor analysis with clarity and depth.
Drawing on real-world examples and chart illustrations, he demonstrates how factor exposure can diversify portfolios and optimize risk-reward dynamics.
Through ETFs and smart beta strategies, Serge highlights how investors can access a myriad of factor exposures, once restricted to complex investment vehicles. With an eye on the future, he previews upcoming episodes featuring insights from ETF and fund managers, offering a roadmap for listeners to enhance their understanding and leverage the power of factor exposure in their investment journey.
Tune in to The Steady Wealth Podcast and embark on a journey toward informed and diversified investing, guided by Serge Berger's expertise and passion for empowering investors with actionable insights.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In the latest episode of The Steady Wealth Podcast hosted by Serge Berger, listeners embark on a deep dive into the intricate relationship between gold and the stock market. Berger navigates through the complexities of gold's role as a hedge, its correlation with various assets, and its behavior in times of crisis.
Listeners are treated to a comprehensive analysis of gold's historical movements, from its surges in the past decades to its recent breakout.
Berger meticulously dissects the correlation between gold and stocks, debunking common misconceptions and shedding light on the nuances of their relationship.
With a keen eye for detail, Berger explores how gold interacts with inflation, real interest rates, and other commodities, offering valuable insights into its role as a safeguard against economic uncertainties.
Through Berger's expert guidance, listeners gain a deeper understanding of gold's multifaceted nature and its potential implications for their investment strategies. Whether they are seasoned investors or newcomers to the market, this episode equips listeners with the knowledge they need to navigate the ever-changing landscape of wealth management.
"It's just not that easy to make money in the markets; it requires discipline."
These words resonate with self-directed investors who often find themselves underperforming the indices.
The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)
In the latest episode of The Steady Wealth Podcast, host Serge Berger delves into five pivotal charts shaping the investment landscape at the onset of the second quarter in 2024.
Berger emphasizes the dynamic shifts in market trends and cautions against irrational exuberance.
He scrutinizes gold miners' performance vis-a-vis gold, suggesting a potential catch-up despite historical volatility.
Additionally, he analyzes the intriguing relationship between gold and Bitcoin, highlighting a possible reversal in relative strength.
Berger elucidates on equities, uncovering a nuanced perspective on growth versus value stocks, and explores the intriguing dynamics between the NASDAQ 100 and commodities.
With a blend of technical analysis and insightful commentary, Berger offers a thought-provoking outlook on navigating the evolving investment terrain.
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