Show Notes
In a market where traditional setups look promising only to undercut key levels and trigger stops, playing defense isn’t just an option. It’s an essential survival skill. In this episode, Connor Bates, Portfolio Manager of the TURBOTECTION strategy at Revere Asset Management, dissects how to protect capital when price action gets frustratingly tight and deceptive. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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To achieve trading serenity, you don't ignore market volatility. You control it. Market Wizard Tom Basso will share how he reduces the first part of drawdowns and the importance of position sizing for capping risk on both individual stocks and his overall portfolio. The end result gives him an all-weather mindset for difficult markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, we break down Jeff’s latest newsletter research on the upcoming midterm election cycle and what it actually means for your portfolio. Spoiler: the market doesn't care as much about party changes as you think. It just wants uncertainty out of the way. We examine why gridlock often fuels stock market gains, which political setups historically deliver the highest returns, and why expectations for this cycle should be balanced against recent market strength. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, we unpack the major sector rotation reshaping the markets. After 13 weeks of tech and healthcare trading leadership back and forth, technology has broken out to drive a fresh wave of market bullishness. But this isn't just a mega-cap story—we dive into equal-weight ETFs like RSPT (Equal Weight Tech) and explore what underlying market breadth is really telling us. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, growth investor John Pocorobba (founder of Rain King) reveals why the market is set up for a massive acceleration phase over the next decade. Historically, major stock market cycles consist of 10- to 15-year sideways consolidations (like 2000–2015) followed by roughly 25-year secular bull markets. According to John, the supercycle that began in 2009 is about to hit its critical acceleration phase between 2028 and 2033. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
This week's podcast guest is George Tkaczuk, portfolio manager and 2020 U.S. Investing Championship winner. Tkaczuk will be discussing how to navigate a market full of false starts, as well as the next pivot point he's eyeing in the major indexes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.