In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Michael Cannivet, founder, president, and chief investment officer of Silverlight Asset Management. Michael discusses his journey from discovering the stock market in college to founding his own investment firm.

They delve into financial strategies, the importance of risk management, and the intriguing idea behind his book, "The Four Minute Retirement Plan".

Key Highlights:

1. Early Career and Lessons from the Tech Bubble:

- Michael’s introduction to the stock market during an internship at a venture capital firm during the tech bubble of 2000.

- Insight into risk management and the parallels between the tech bubble and subsequent market crashes.

2. Experience at Fisher Investments:

- Worked as a research analyst specializing in equities and gained firsthand experience of managing investments during the 2008 financial crisis.

3. Completion of Silverlight Asset Management and Entrepreneurial Journey:

- After significant growth at a registered investment advisory firm, Michael launched Silverlight Asset Management in 2017.

4. Passive vs. Active Investing:

- Discussion on the dramatic increase in passive investments from 2013 to 2023.

- Michael emphasizes the importance of mixing active investments with passive ones to mitigate risks and maximize returns.

5. Navigating Investment Trends and Market Cycles:

- Impact of social media on investor sentiment and stock values.

- Strategic approaches to trading big-cap stocks like NVIDIA and Apple, and the importance of valuation and market cycles.

6. Personalized Financial Planning Through Storytelling:

- Michael introduces a unique approach to financial planning by incorporating personal stories and values.

- Highlights the psychological and motivational benefits of viewing financial plans as part of a larger life narrative.

https://michaelcannivet.com/

www.silverlight.us

https://www.forbes.com/sites/michaelcannivet/

https://www.linkedin.com/in/michael-cannivet-1684bb111/