Lead-Lag Live

From Marine Corps Discipline to Mastering the Financial Markets: Uncovering the Secrets to Successful Investing with Dillon Valdez


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Ever wondered how a disciplined mindset from the Marine Corps could help you navigate the world of trading and investing? Join us for a compelling conversation with our guest, Dillon Valdez, an ex-Marine turned medical sales professional and independent investor, as he shares his journey into the financial markets and the invaluable lessons he's learned along the way.

Discover Dillon's unique approach to investing, which encompasses a deep understanding of macroeconomics and microeconomics, and how this knowledge helps him avoid the pitfalls of market narratives. We also discuss his take on Peter Lynch's investing strategy, and why he chooses to steer clear of medical companies due to their volatility and complex regulatory environment.

Gain insights into the importance of transparency in the financial world and how to take control of your own financial destiny. We also discuss the resources available for those looking to self-educate on the economic system, the potential impact of recession and inflation on investment strategies, and the fascinating link between secular bull markets and human behavior. Don't miss this enlightening conversation with Dillon Valdez, as we uncover the secrets to successful investing.

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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