Closing the gap between academic and practical finance is the focus of our conversation today, our guest on this episode is David Keller, president and chief strategist of Sierra Alpha Research LLC, Former Fidelity and Bloomberg, and former president of CMT Association. David manages to combine the strengths of technical analysis, behavioral finance, and data visualization to identify investment opportunities for active investors and enrich relationships between advisors and clients.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121

Books

• James Montier, Behavioural Investing
• William O'Neil, How to Make Money in Stocks

Blogs

• Market Misbehavior
• StockCharts.com

Connect with David:

• WWW.MARKETMISBEHAVIOR.COM
• [email protected]

Special Listener Gift

• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed

Show Notes

• David's background - 0:33
• Making good decisions - 2:28
• What's behavioral finance? - 4:52
• Benefits of diversification - 7:00
• Focusing on your goal - 8:32
• Teaching market awareness - 10:29
• What is situation awareness? - 11:47
• Industry's lessons - 15:07
• Understanding Sierra Alpha's work - 16:24
• Differences between technical analysis and value of investing - 18:14
• What is value - 20:57
• Understanding volatility on this industry - 23:12
• Mistakes that investors make - 23:53
• Educate yourself - 25:37
• Mitigating risk through technical analysis- 28:50
• Best opportunity of 2019 - 31:44
• What is private equity? - 39:10
• Trump's effect - 40:18
• Book recommendation: The Behavioral Investor - 42:26
• Get in touch with David - 43:45

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