Podcast Episodes - Stories of Investment Loss to Keep You Winning!

Ep744: Mike Philbrick – Just Because You’re Winning Doesn’t Mean You’re Smart

By Andrew Stotz | 11/01/2023 |

Mike Philbrick is the CEO of ReSolve Asset Management. He has over 30 years of experience in investment management, serving in senior investment industry positions with several major financial services firms, and is responsible for investment decisions, coaching, and strategic leadership.

Ep743: Sam Burns – Understand What You’re Really Betting On

By Andrew Stotz | 10/30/2023 |

Sam Burns is Chief Investment Strategist at Mill Street Research, an independent investment research firm based near Boston, MA. For 25 years, he has focused on global asset allocation and quantitative stock selection, primarily for institutional investors.

Ep742: Jay Pelosky – You Can Be Right but at the Wrong Time

By Andrew Stotz | 10/26/2023 |

Jay Pelosky has over 35 years of both buy and sell side financial market experience. While at Morgan Stanley, he was ranked # 1 in Institutional Investor in Global Equity Strategy and Global Asset Allocation Strategy.

Ep740: Jerry Parker – Understand Your Investing Capabilities and Limitations

By Andrew Stotz | 10/23/2023 |

Jerry Parker started his trading career in 1983 in the Richard Dennis Turtle Program. He started Chesapeake Capital in 1988. Chesapeake manages about $200M in private funds, mutual funds, ETFs, and managed accounts.

ISMS 33: Fed Success! High LT Rates & Recession Coming

By Andrew Stotz | 10/19/2023 |

World yield curve inversion is falling because of rising LT rates. Rising LT rates are reducing yield curve inversion fastest in DM Americas and DM Europe. Rates are high across EMs, crushing in FMs, and low in EM Asia. France and Germany ST rates rising; DM countries have past peak yield curve inversion due to rising LT rates. Rates are low in China, which, together with India, never inverted.