Strategic Investor Radio

NAAIM Conference - Paul Schatz - Heritage Capital

Paul discusses the NAAIM Conference, his twelve proprietary strategies he has created for his clients’ portfolios, and the importance of active investment management.

McMillan Analysis Corp

Larry McMillian is the definitive voice for Options trading (Puts and Calls).  He wrote the book now considered by many to be the “Bible” of Options trading, writes several Newsletters concurrently and manages investors’ money, all using Options.  He reveals his current strategy for investing through options (primarily a “Selling Puts”  strategy).  Listen to this very interesting interview with the recognized source of Options trading strategies and opportunities.  Any investor looking for productive investments  in flat markets and real investment diversification should listen to this interview.

2 Minute Summary of McMillan Analysis Corp and The Great American Dividend Machine

Here is a 2 minute summary of the interviews with Larry McMillan and Bill Spetrino.

The Great American Dividend Machine

Bill Spetrino is an anomaly in the investment world.  He is a self-educated investor who has developed his own evaluation system to select stocks.  As a bottoms-up stock picker he tells his story of how he has made millions selecting the right stocks.  His book, The Great American Dividend Machine, tells his story and how he selects stocks.  His Newsletter, "The Dividend Machine," provides his specific stock selections.  Bill is anything but ordinary and is definitely full of opinions.  This interview will keep your attention.

 

Triton Pacific Investment Corp - Business Development Company

Craig Faggen, Managing Partner at Triton Pacific, explains their approach to Private Equity investing with comparatively  low minimums.  They look for private companies that they consider to be successful and want to grow, and they purchase all or a portion of such companies.  They have structured this  investment as a Business Development Company (a BDC). He discusses one of their holdings, a restaurant chain.  Private Equity investing with low minimums are rare opportunities, so any investor should find this interview to be very interesting. 

 

2 Minute Summary of Stadion Money Management and Asbury Research

Listen to this 2 minute summary of Stadion Money Management and Asbury Research.

Asbury Research

John Kosar writes newsletters and commentaries.  John is a former floor trader on the Chicago Mercantile Exchange and makes recommendations on various markets and indices.  He looks at a variety of data to determine where markets are today and where they are likely to head. He works to keep his subscribers’ assets protected while finding ideas early in their growth cycle.  He provides a broad overview of where to be invested, through ETF’s, and when to exit markets/ETF’s.  He seeks to provide ideas one step ahead of the markets. Anyone interested in actively managing investments will find this to be very interesting.

Stadion Money Management

Listen to this interview with Greg Morris of Stadion on their unique strategy in determining when to be invested and when to be in cash.  Unlike almost all mutual funds, which apply a “Buy & Hold” strategy,  Stadion uses proprietary methodologies to assess the trends of various markets, and makes market investment decisions accordingly.  Their Trend Following system seeks to capture upside gains in markets while avoiding downside moves, which is a rare endeavor in the mutual fund world.  Greg is an author of several books on trend investing and a longtime student of the markets.  He speaks throughout the country on this subject and offers some very interesting insights on trend following opportunities.  

NOTE:  As of the date of this interview, Partnervest Advisory Services did not have any ownership interest in any of the mutual funds offered by Stadion Money nor should this interview be considered an offer to sell  these mutual funds. 

 

2 Minute Summary of Silver Portal Capital and Newfound Research

Here is the 2 Minute Summary of the interviews with Silver Portal Capital and Newfound Research.

Newfound Research

Newfound Research has created ten strategies focused on risk management through quantitative analysis applying tactica, , rules based elements to asset allocation, using ETF's.  They manage according to a risk adjusted momentum approach.  They basically determine when to be in and out of various markets and sectors.  Disclaimer - As of the date of this interview, Partnervest Advisory Services did not have any ownership interest in the mutual funds nor the investment strategies referenced by this guest, nor should the interview be interpreted as an offer to sell any of the referenced mutual funds or strategies.

 

Silver Portal Capital

We talk with Jon Haahr, founder of Silver Portal Capital about real estate development investing.  They advise large developers on new projects and help to raise funds from large institutions.  Listen as Jon, who speaks to high level investor gatherings throughout the country, tell why he sees real estate as being in a prime position to move forward productively in investors' portfolio.  He tells why he prefers "Listed" REIT's over non-listed ones and why he thinks rising interest rates will be beneficial to real estate investments and what type of real estate projects will be the beneficiaries of future demographic trends.

Altegris Investments and the Strategic Investment Conference in San Diego

This interview, with Matt Osborne of Altegris, focuses on the Altegris sponsored “Strategic Investment Conference” to be held from 29 April to 02 May at the Manchester Grand Hyatt in San Diego.  This is the twelfth annual conference and is packed with an impressive array of speakers from the highest echelons of professional investing and related fields – Jeffrey Gundlach, Ian Bremmer and others.  Co-sponsored by Altegris and John Mauldin, this conference will provide great information and lots of exposure to some of the best known investment professionals of today.  Listen to this promo on this special conference.  We will be in attendance and look forward to seeing many of our listeners there.

 

2 Minute Summary of Closed End Fund Advisors and The Ultimate Wealth Report

Listen to this 2 minute summary of these two interviews.

The Ultimate Wealth Report

Sean Hyman’s newsletter provides individual stock recommendations based upon a “Value” investing style.  Listen as he explains his process in evaluating companies to select those he recommends to his subscribers.  Sean has been a guest on CNBC and other major business and finance shows.  Note that this interview is provided for educational purposes regarding the Ultimate Wealth Report, only.  The opinions and recommendations expressed during this interview are those solely of Mr. Hyman and not necessarily those of Charley Wright or Partnervest Advisory Services, LLC.  Further, Mr. Hyman’s recommendations should not be considered investment advice for any listener.  

Closed End Funds Advisors

Closed End Funds are certainly not as known or as popular as mutual funds, but they can be a very productive investment, especially for those seeking yield, and are a worthy consideration for many investors.  John Cole Scott, second generation owner,  is their Portfolio Mgr and publishes the Closed End Fund Report.  CEF Advisors an excellent source for info on CEF’s.   John is a savvy investment analyst and articulately makes his case on opportunities through Closed End Funds.

2 Minute Summary of McAlvany Financial Group and Theta Research

Listen to this 2 minute Summary of these two interviews.

Theta Research

Theta Research measures, confirms and monitors the investment performance of third party asset managers and market signal providers for its subscribers.  Mike Posey describes this service, which identifies the investment managers, typically smaller, tactically oriented trend following strategists, and confirms their claimed investment performance through the use of third party statements.  This is a very valuable service for anyone pursuing alternatives to the “Buy & Hold” approach to investing.

McAlvany Financial Group

David McAlvany is a second generation financial advisor in Durango, Colorado who offers commentary on the markets that is well worth the listen.  He has his own market commentary published on a weekly podcast and offers some very interesting and serious views on the current financial environment.  The second half of the interview is especially insightful, interesting and timely, especially his closing comments.  You may disagree but he makes a compelling case for his current views and positions on an overpriced stock market, a synthetic bond market and the need for protection of positions in today’s markets.

Summary of Real Wealth Network and Anchor Capital

Listen to this 2 minute Summary of this day's interviews.

Anchor Capital

Anchor Capital – Eric Leake, Chief Investment Officer of Anchor Capital, tells us how he uses “Technical Analysis” to provide signals to enter and exit various markets productively.  We focus on their “Equity” strategy, timing various markets for entry and exit.  This is a very interesting interview for anyone currently holding stock or equity mutual fund positions in their investment portfolio.  This is a definite alternative strategy to “Buy & Hold”

Real Wealth Network

Real Wealth Network – This is a unique interview for us.  Real Wealth Network is all about purchasing investment real estate.  Listen to Kathy Fettke, host of her own radio show for the past 12 years, tell about their method of providing real estate services to clients throughout the country that allows their subscribers to find, purchase and manage properties throughout the U.S., regardless of the location of the purchaser.  This is a very interesting model and service for real estate investing.  It is our first show on real estate investing. Please note that this interview is intended for educational purposes only and should not be interpreted as an advertisement or endorsement for real estate investment.  Partnervest Advisory Services LLC nor Charley Wright are licensed to sell real estate.

Riskalyze

We interview Mike McDaniel, Co-founder and Chief Investment Officer of Riskalyze, a software system designed to be used by financial advisors to help identify an investor’s risk tolerance and select the asset allocations intended to be consistent with their risk tolerance.  Many investors’ portfolios are not in sync with their risk tolerance and RiskAlyze assists the investor to quantify each and recognize the disconnect between them.  Listen to Mike describe the benefits of this software to define risk tolerance and the investment strategies that apply.

Charles Nenner Research

David Gurwitz is the Managing Director of Charles Nenner Research, which provides timing recommendations on various markets throughout the world to Hedge Funds, Mutual Funds, Money Managers, large institutions, et al., with clients in over 60 countries.  Charles Nenner, who is an MD, worked for Goldman Sachs for 15 years in their “Technical Analysis” endeavors, now makes his “Cycle” based predictions available to the public.  Their goal is to benefit the investor by exiting markets expected to decline in value.  David is an eclectic guy who makes several predictions here that you will find to be very interesting.  Note that the views and opinions expressed by Mr. Gurwitz do not necessarily reflect those of Charley Wright or Partnervest Advisory Services, LLC.  The information should not be interpreted as investment advice or recommendations, and is provided to educate listeners on Charles Nenner Research services only.

2 Minute Summary of Swan Global Investors Interviews

A 2 minute Summary of these interviews.

Swan Global Investments Interview 2

Our second interview with Randy and Rob Swan demonstrates a variety of uses of their Defined Risk Strategy to protect investors’ portfolios during down markets.  They discuss in greater detail how this strategy can be applied to protect a current concentrated stock position or a diversified portfolio held by an investor.  Again, this is a unique and innovative investment strategy that you will find to be very interesting.