Sign up to save your podcasts
Or
Share E266: J.P. Morgan CIO: Mistakes Top Investors Make
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
E266: J.P. Morgan CIO: Mistakes Top Investors Make
Why do most investors fail at the exact moments when staying invested matters most—and how can options help fix that?
In this episode, I talk with Hamilton Reiner, Managing Director at J.P. Morgan Asset Management and CIO of the U.S. Core Equity Team, about how options can be used not for speculation, but to create discipline, manage risk, and help investors stay invested through market volatility. Hamilton shares lessons from more than three decades managing equities and derivatives, explains why volatility is misunderstood, and breaks down how hedged strategies, rebalancing, and risk-based portfolio construction can dramatically improve long-term outcomes—without requiring heroic market timing.
Highlights:
Guest Bio:
Hamilton Reiner, managing director, is CIO of the U.S. Core Equity Team, Head of U.S. Equity Derivatives for J.P. Morgan Equity Asset Management, and a portfolio manager. He has been managing U.S. equities and U.S. equity derivatives for over 30 years, at firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. He started his career at the options investing firm O’Connor and Associates, where he developed his passion for derivatives investing. Hamilton obtained a B.S.E. in Finance from the Wharton School of the University of Pennsylvania.
Our Podcast now receives more than 300,000 downloads a month. Are you interested in Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at [email protected].
Stay Connected with David Weisburd:
X/Twitter: @dweisburd
LinkedIn: https://www.linkedin.com/in/dweisburd/
Weisburd Capital: https://www.weisburdcapital.com/
Stay Connected with Hamilton Reiner:
LinkedIn: https://www.linkedin.com/in/hamilton-reiner-7033594b/
Questions or topics you want us to discuss on How I Invest? Email us at [email protected].
Disclaimer:
This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Nothing in this episode should be interpreted as an offer to buy or sell any securities or to participate in any investment strategy. All opinions expressed by the host and guests are their own and do not represent the views of Weisburd Capital. Participants may hold positions or have financial interests in the companies, funds, or investments discussed. Any references to specific investments are for illustrative purposes only. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future results, and any forward-looking statements are subject to risks and uncertainties. Any third-party data or opinions have not been independently verified. Listeners should conduct their own research and consult their own advisors before making any investment decisions.
(0:00) Introduction
(0:32) Understanding Options: Strategies and Historical Use
(4:20) Managing Stock Gains and Behavioral Biases in Investing
(8:16) The Importance of Risk Tolerance and Market Timing
(18:27) Decision-Making Challenges in Institutional Investment
(22:17) Market Uncertainty and the Role of the VIX
(24:14) Volatility, Investment Sizing, and Portfolio Integration
(30:18) Market Cycles, Behavioral Biases, and Career Advice
(38:23) Key Investment Lessons and the Power of Compounding
(43:09) Closing remarks
View all episodes
By David Weisburd
4.4
8282 ratings
Why do most investors fail at the exact moments when staying invested matters most—and how can options help fix that?
In this episode, I talk with Hamilton Reiner, Managing Director at J.P. Morgan Asset Management and CIO of the U.S. Core Equity Team, about how options can be used not for speculation, but to create discipline, manage risk, and help investors stay invested through market volatility. Hamilton shares lessons from more than three decades managing equities and derivatives, explains why volatility is misunderstood, and breaks down how hedged strategies, rebalancing, and risk-based portfolio construction can dramatically improve long-term outcomes—without requiring heroic market timing.
Highlights:
Guest Bio:
Hamilton Reiner, managing director, is CIO of the U.S. Core Equity Team, Head of U.S. Equity Derivatives for J.P. Morgan Equity Asset Management, and a portfolio manager. He has been managing U.S. equities and U.S. equity derivatives for over 30 years, at firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. He started his career at the options investing firm O’Connor and Associates, where he developed his passion for derivatives investing. Hamilton obtained a B.S.E. in Finance from the Wharton School of the University of Pennsylvania.
Our Podcast now receives more than 300,000 downloads a month. Are you interested in Our Podcast now receives more than 300,000 downloads a month. Are you interested in sponsoring an episode? Please email David Weisburd at [email protected].
Stay Connected with David Weisburd:
X/Twitter: @dweisburd
LinkedIn: https://www.linkedin.com/in/dweisburd/
Weisburd Capital: https://www.weisburdcapital.com/
Stay Connected with Hamilton Reiner:
LinkedIn: https://www.linkedin.com/in/hamilton-reiner-7033594b/
Questions or topics you want us to discuss on How I Invest? Email us at [email protected].
Disclaimer:
This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Nothing in this episode should be interpreted as an offer to buy or sell any securities or to participate in any investment strategy. All opinions expressed by the host and guests are their own and do not represent the views of Weisburd Capital. Participants may hold positions or have financial interests in the companies, funds, or investments discussed. Any references to specific investments are for illustrative purposes only. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future results, and any forward-looking statements are subject to risks and uncertainties. Any third-party data or opinions have not been independently verified. Listeners should conduct their own research and consult their own advisors before making any investment decisions.
(0:00) Introduction
(0:32) Understanding Options: Strategies and Historical Use
(4:20) Managing Stock Gains and Behavioral Biases in Investing
(8:16) The Importance of Risk Tolerance and Market Timing
(18:27) Decision-Making Challenges in Institutional Investment
(22:17) Market Uncertainty and the Role of the VIX
(24:14) Volatility, Investment Sizing, and Portfolio Integration
(30:18) Market Cycles, Behavioral Biases, and Career Advice
(38:23) Key Investment Lessons and the Power of Compounding
(43:09) Closing remarks
More shows like How I Invest with David Weisburd
View all
Motley Fool Money
3,211 Listeners
We Study Billionaires - The Investor’s Podcast Network
3,364 Listeners
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
531 Listeners
Masters in Business
2,169 Listeners
The a16z Show
1,092 Listeners
The Meb Faber Show - Better Investing
945 Listeners
Founders
2,171 Listeners
Capital Allocators – Inside the Institutional Investment Industry
796 Listeners
Dry Powder: The Private Equity Podcast
142 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,986 Listeners
The Memo by Howard Marks
453 Listeners
The Ben & Marc Show
134 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
474 Listeners
Uncapped with Jack Altman
43 Listeners
Sourcery
4 Listeners