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Jim Puplava's professional designations include Certified Financial Planner; FINRA Series 7 and Series 24; and Life, Disability and Variable Insurance licenses. Mr. Puplava has been President of Puplava Financial Services, Inc. (PFS) since 1985. For twelve years, James Puplava held a position as Branch Manager for LPL Financial Services, LLC. In 1996, Mr. Puplava established the broker/dealer firm, Puplava Securities, Inc. (PSI) and is its President.
Mr. Lewitt has over 20 years of investment experience and successfully managed large credit portfolios through the 2001-2002 and 2008 credit crises. Mr. Lewitt co-founded Harch Capital Management, LLC in 1991, where he was the co-lead portfolio manager (1991-2001) and lead portfolio manager (2001-2011) for all of the firm’s credit portfolios including separate accounts, hedge funds (long and short), collateralized debt obligations and mutual funds focused on the less-than-investment grade debt markets for U.S. and non-U.S. clients that included, among others, LACERA (Los Angeles County Retirement Association), Texas Teachers Retirement System, Investec Bank (UK), Goldman Sachs Asset Management, JPMorgan Chase Asset Management, Highbridge Capital Management, Investcorp, Onex Corporation and Omega Advisers, Inc. Since 2001, Mr. Lewitt has edited and authored The Credit Strategist, a newsletter that covers economics, politics and the financial markets and that is widely read around the world. Mr. Lewitt is recognized as one of the few investors and strategists who accurately forecasted and successfully managed client assets through both the 2001-2 credit crisis and the 2008 financial crisis. Mr. Lewitt serves as a regular financial columnist for the Spanish newspaper El Mundo and has written for The New York Times, The New Republic, Trusts & Estates and other publications.
Tom Sosnoff, CEO of tastytrade and host of “Get Tasted,” is a recognized online brokerage innovator and sought-after financial educator. Tom founded thinkorswim in 1999, before the options market was electronic. Leveraging over 25 years of experience as a market maker for the Chicago Board of Options Exchange (CBOE) and one of the original OEX traders in the S&P 100 Index pit, Tom pursued a vision to educate retail investors in options trading and to build a superior software platform at a brokerage firm that specialized in options. His efforts ultimately changed the way these instruments traded by pioneering single click trading functionality for complex spreads.
Michael Atias of OTA Tax Pros joins Merlin for a look at several popular trader questions. To start off with, they discuss the methods which one can trade their retirement accounts and what are the benefits. Later Michael talks about Traders Status; how to declare it and what the impacts can be for an individual. Michael also looks at how one can pull money out of their retirement accounts without incurring penalties.
Professor Patrick Barron joins John and Merlin for a look at the radical idea of making Detroit city, meaning no minimum wage, no government help, guns for everyone, no taxes and much more. Is this some ridiculous idea or a possibility given the fact that nothing has seemed to work so far? Later, John and Merlin take a look at ETF’s for international markets as well as the gold market to announce the latest gold coin winner.
ProActive Investing instructor Paul Orme joins Merlin for a look at some of the leading headlines which point to a greater lack of faith and trust in major financial institutions. Paul, a staunch advocate for self directed investing, explains why this erosion in confidence and what one should do about it. Part of the solution is Market timing and using non-traditional investment techniques. Techniques that major institutions will generally tell you NOT to do. Later, Paul offers his outlook on the markets and what would be the safest course of action for investors.
Options instructor at Online Trading Academy, Matt Gildea, joins Merlin for a look at the current earnings season numbers and offers some insights as to what to make of it all. Later, the duo talk about a couple of different options strategies which may be used for a variety of different market conditions, including directional and spread trading. To wrap things up, Matt offers his analysis of the market levels by year end. Lower or higher? Tune in and find out!
Master trader and Currencies Mentor, Bachir Chaaya joins Merlin from Lebanon to talk about some of his major learning lessons that have taken him from novice trader to Master instructor of Online Trading Academy’s XLT currencies program. This is followed up by an analysis of the Euro and the Pound for potential trade setups on a variety of different time frames. The duo also discuss the amount of time a trader needs to spend in front of a computer to facilitate the learning process.
While teaching a ProTrader class in New Jersey, Scott McCormick takes time out of his day to share his thoughts on trading routine and market behavior. International markets are essential for determining trends, market behavior and patterns. Scott and Merlin take a look at these elements and offer suggestions as to what to watch out for. Scott and Merlin then take a look at several listener questions regarding several specific securities including Penn Virginia and Digital Generation.
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