"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 of thesteadytrader.com, listeners are taken on a timely exploration of the current equity market rally.
Berger delves into the intricacies of market seasonality, dissecting the forces behind it and cautioning against blind trust in the ongoing rally.
Through a detailed analysis of charts and patterns, he addresses the potential risks in the tech sector, particularly semiconductor stocks.
Berger emphasizes the importance of understanding the correlation between equity and bond markets, pointing out a recent divergence that raises concerns.
As earning season approaches, he provides insights to help investors navigate the complex landscape and urges a cautious approach to the seemingly bullish market.
"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 from thesteadytrader.com explores the crucial aspects of becoming a successful and consistent trader.
With a focus on helping both seasoned investors and beginners, the episode delves into cutting costs, navigating market noise, and honing in on the big picture.
The special guest, Brian McEvoy from insideouttrading.com, shares insights on the importance of consistency in trading.
Drawing parallels with quality assurance in manufacturing, McEvoy emphasizes the need for intentional, process-based approaches to achieve consistent results.
The episode covers strategies, including classic ones like zigzag and momentum, and addresses the significance of understanding market patterns and probabilities.
As the conversation unfolds, the pitfalls of unrealistic expectations, lack of focus, and the impact of volatility on consistency are explored.
The episode serves as a valuable resource for traders seeking knowledge, skill development, and a long-term perspective in the dynamic world of trading.
"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)
Welcome to the first episode of The Steady Wealth Podcast for 2024, hosted by Serge Berger of thesteadytrader.com.
In this insightful episode, Serge reflects on the importance of approaching the new year with resolutions focused on rules and parameters for improved investing and trading.
Covering a diverse range of topics, Serge outlines key resolutions for 2024, emphasizing the significance of a balanced and diversified core portfolio.
He delves into risk management strategies, setting clear investment goals, and learning from past experiences, offering practical insights for both professional and retail investors.
Join Serge as he shares his expertise and guides listeners through a strategic and disciplined approach to navigating the dynamic markets of 2024.
"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)
Welcome back to another episode of The Steady Wealth Podcast with Serge Berger from thesteadytrader.com.
Welcome to the latest episode of The Steady Wealth Podcast with your host, Serge Berger of thesteadytrader.com.
In this insightful episode, Serge delves into the Wall Street consensus for 2024, particularly the prevalent prediction of a soft landing.
As someone with a background on Wall Street, Serge shares a unique perspective on the motivations driving these forecasts. He sheds light on how investment banks, associated with the sell side, thrive on market activity and why bullish outlooks align with their interests.
Serge cautions listeners about the pitfalls of taking consensus calls at face value, urging a critical eye on the soft landing prediction for 2024.
Tune in for a thought-provoking exploration of the intricate dynamics shaping Wall Street forecasts.
"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)
Welcome back to another episode of The Steady Wealth Podcast with Serge Berger from thesteadytrader.com.
In the latest episode of The Steady Wealth Podcast, hosted by Serge Berger of thesteadytrader.com, the focus turns to the intriguing debate between Bitcoin and gold.
Berger delves into the possibility of gold doubling in value and explores the impact of Bitcoin's institutionalization, potentially leading to an ETF announcement.
With a keen eye on macroeconomic forces, Berger shares insights on capital preservation and spending power.
He examines historical gold trends, proposing a case for a substantial increase, possibly doubling or even quadrupling in the next four to five years.
As 2023 wraps up, the episode provides a compelling outlook for gold in 2024 and beyond.
"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)
Welcome back to another episode of The Steady Wealth Podcast with Serge Berger from thesteadytrader.com.
In this fireside chat following the holiday season, Serge delves into the leading indicator qualities of Bitcoin.
Prefacing it as a data-driven analysis, not a pro-Bitcoin endorsement, he explores Bitcoin's role as a risk-on or risk-off asset and its correlation with market sentiment.
Serge uncovers Bitcoin's potential as an inflation hedge, demonstrating its foresight in reacting to inflationary pressures.
Through a detailed chart analysis, he illustrates how Bitcoin has served as a leading indicator for equities, offering insights into market trends and dynamics.
Don't miss this insightful exploration into the evolving relationship between Bitcoin and broader financial markets.
"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.
www.thesteadytrader.com
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 are taken on a deep dive into the current economic landscape as of late November 2023.
Berger reflects on the year's macroeconomic uncertainties, including the impact of AI on markets and the unique dynamics of long-duration equities.
The central question posed is whether stocks or the bond market accurately reflect the economic situation.
Berger uses charts and analysis to explore potential scenarios, providing insights into the implications for portfolios.
With a focus on interest rates, economic cyclicality, and the delicate balance between stocks and bonds, this episode offers valuable perspectives for navigating the evolving financial landscape.
Portfolio Moves in a 'Higher for Longer' Environment
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"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)
Welcome to the latest episode of The Steady Wealth Podcast with your host, Serge Berger. In this episode, Serge dives into the potential portfolio consequences of interest rates remaining notably higher. With just a few weeks left in 2023, Serge explores the impact of the current 4.5% to 5% yield range in the US Treasury market on both portfolios and trading strategies.
He challenges the common narrative that higher interest rates will lead to widespread destruction, emphasizing that it's not just about the absolute level of rates but also the rate of change. Drawing on historical data, Serge highlights that the 4 to 5 percent range has been more of a norm than an exception, suggesting a shift from ultra-low rates to a more normalized range.
Serge shares valuable insights into the trading perspective, discussing how higher rates imply a higher discount rate for risk assets, potentially resulting in lower returns for equities. He emphasizes mean reversion strategies in a higher interest rate environment, suggesting that oscillators like MACD or stochastic indicators may be more effective.
The episode covers various asset classes, from bonds to real estate, high dividend stocks, and commodities. Serge explores how each may be influenced by elevated interest rates, offering a nuanced view of their potential performance. Additionally, he underscores the attractiveness of cash and short-term instruments, challenging the notion that "cash is trash" and highlighting their potential benefits in a rising rate environment.
As the podcast concludes, Serge encourages listeners to shift away from chart-chasing and consider mean reversion strategies for 2024, anticipating continued challenges and opportunities in the market. Whether you're an investor or trader, this episode provides valuable insights for navigating the complex landscape shaped by interest rate dynamics. Tune in and stay ahead of the curve in the ever-evolving financial markets.
"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 are treated to a deep dive into the often overlooked aspect of successful investing—avoidance of common mistakes.
Serge emphasizes the significance of risk management and shares a checklist of "easy wins" to prevent portfolio blowups.
Drawing from personal and client experiences, he covers topics ranging from avoiding overtrading and overleveraging to understanding the details of contracts and staying diversified.
The episode serves as a practical guide, urging investors to prioritize risk management over constant profit maximization. Berger's insights offer a refreshing perspective for those looking to enhance their investment strategies.
