By Evan Medeiros
4.8
2020 ratings
The podcast currently has 38 episodes available.
In this solo episode, host Evan Medeiros reflects on his conversations from Season 2 guests and shares his favorite lessons and highlight clips.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Introduction
3:27 Episode 9: Brian Shannon: Trends, multiple time-frames & managing risk
6:30 Episode 10: Nikki Dunn: Treating trading as a practice
8:46 Episode 11: Cesar Alvarez: Don’t keep tweaking your trading systems
11:55 Episode 12: Frank Zorrilla: Spend time finding out how stocks really move
16:30 Episode 13: Dr. Phil Pearlman: Take better care of your mind and body
19:25 Episode 14: Dr. Barry Burns: Let the market come to you
21:50 Episode 15: Eddy Elfenbein: Smart value investing
25:38 Episode 16: Kunal Desai: Momentum trader extraordinaire
29:38 Episode 17: Samantha LaDuc: Macro-to-micro trading analyst
32:20 Evan’s thoughts on Season 2 of Smarter Trading
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Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
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If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Hello everybody, our guest today is Brian Lund, a fintech executive, investor, and writer with over 35 years of trading experience.
Brian is the publisher of The Lund Loop, a weekly newsletter in which he writes about the intersection between markets, trading, and life.
In this special live episode of Smarter Trading, host Evan Medeiros and special guest Brian Lund, are on camera, sharing their screens, chatting about the current market environment, trade opportunities, and the psychology of market sell offs.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Stream waiting
0:39 Introduction
3:40 Putting the current correction into context
6:20 Diving into the technicals of the current market
10:10 Measuring social sentiment
15:00 Trading futures and balancing reward versus stress ratio
18:50 Crypto trading, infrastructure risks, & risk management
25:00 Pot stocks overview: charts, technicals, and industry
34:30 Trading the defensive areas of the market
36:50 Shorting the market and finding bearish bets
44:50 Relief rally; what the Fed is doing; fundamental data
49:40 Chart analysis: EEM, FXI, & PINS
52:40 Distorted valuations and anchoring on prior price levels
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Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Patrick is the founder of Mission Winners. He has had the privilege of meeting and learning from legendary traders like: Martin Zweig, Bill O’ Neil, and Ed Seykota. He was an IBD Meetup co-leader and most importantly, he is a family man, happily married with 4 kids.
In Patrick's own words, "My trading and approach to investing is “stolen.” It’s taken from the greats. I’ve tweaked and fine-tuned it over the years. Nevertheless, I owe much to all of them. I love to learn. Love to teach. Love to inspire. Love to help. That is why I’m here."
In this special live episode of Smarter Trading, host Evan Medeiros and special guest Patrick Walker, are on camera, sharing their screens, chatting about the current market environment, trade opportunities, and answering your questions.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Stream waiting
1:10 Introduction
5:05 Year to date 2022 market stats
7:00 Patrick Walker's market analysis: S&P500 and Nasdaq 100
17:50 Hedging a portfolio versus stop losses and raising cash
20:50 Sector and industry analysis
30:20 Q&A: Subpar stocks in strong sectors
37:15 Q&A: Looking for weakness and shorting stocks
42:47 Q&A: Trading chart patterns versus moving averages
46:10 Q&A: Using EMAs crossovers for entries and exits
48:15 Q&A: How many stocks should someone hold from the same sector
50:47 Q&A: Swing versus trend trading
53:20 Q&A: What kinds of returns can you make trading in a year?
58:25 Where to find Patrick Walker
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Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Our guest today is Samantha Laduc. Samantha is the Founder of LaDucTrading.com and CIO at LaDuc Capital LLC. Samantha is known for timing major market inflection points in equities, commodities, bonds, currencies, cryptos and especially volatility.
In this episode we break down Samantha’s macro-to-micro framework and cover a wide range of topics. We start with some high-level macro discussions of why it’s important to pay attention to policy decisions and credit markets in order to inform stock market movement.
We then drill down into the importance of volatility and technical analysis in order to frame out trades, construct a portfolio, and anticipate market moves.
We also discuss the recent inflow of brand new traders entering financial markets and how Samantha is helping onboard more women into the space.
Samantha wears so many hats, has a “go anywhere” approach and really enjoys what she does.
Please enjoy this episode with Samantha Laduc.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
2:40 How Samantha starts her trading days
4:05 Macro-to-micro framework and the importance of technicals
7:30 Credit markets, market technicals, policy decisions
11:25 Constructing a portfolio and selecting trade opportunities
13:30 Chase, swing, and trend and structuring trades
18:10 How to identify durable trends based on themes and catalysts
21:40 Individual stock earnings, playing post moves
27:25 Volatility, Gamma, and trading parabolas
30:30 Women in trading and finance
37:00 Market breadth as risk indicators
39:30 Sector rotation and ratio charts
43:15 Aggregating information from a variety of market signals
45:20 Contrarian opinions & common trader beliefs
-----
Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Our guest today is Kunal Desai. Kunal is an American stock trader and CEO of Bulls on Wall Street, an online trading academy. He began trading in 1999 and has spent most of career perfecting momentum based day-trading strategies.
In this episode we talk all about what it takes to day trade stocks. Kunal shares lessons he learned from his early days, the importance of finding mentors, and why being accountable is a winning trait for a trader.
He then dives into his trading philosophy, stressing the importance of combining fundamental catalysts with technicals, and how he prefers to focus on the macro health of the market for his swing trading.
During the last 20 minutes we switch gears and dive into cryptocurrency where Kunal shares tips and strategies for trading digital assets.
Kunal brings a lot of energy and positivity to this episode and If you’re an active, tactical trader, this one’s for you.
Please enjoy this episode with Kunal Desai.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Introduction
2:40 Being a humble trader and having fun trading
5:15 Trading knowledge, putting in the screen time, & mentors
10:00 Creating accountability with your trading
13:20 Kunal’s trading approach: trends, catalysts, and macro plays
16:55 Swing trading philosophy using market internals
20:45 Day trading strategies and philosophies
23:10 The importance of trading with a catalyst
31:40 controlling emotions and the self-talk as a day trader
37:50 Looking at your PNL throughout the day
40:25 Looking for range in stocks and the dangers of small caps
49:15 Trading cryptocurrency opportunities, risks, time-frames
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Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Our guest today is Eddy Elfenbein. Eddy has been a leading writer in the financial community since starting the Crossing Wall Street website and CWS “Buy List” in 2005 and 2006, respectively. He often appears on CNBC and Bloomberg, where he shares his insights on the market and the economy.
In this episode we talk all about constructing a high quality stocks portfolio. This has nothing to do with technical analysis, Eddy walks us through how to find value by looking for companies with pricing power, consistency in earnings, strong operating margins, and clear competitive advantages.
Eddy breaks down the process he uses to craft the CWS buy list every year and shares his thoughts on a few of the companies currently on his “Buy List”.
If you’re someone looking to sharpen your fundamental analysis, this one's for you.
Please enjoy this episode with Eddy Elfenbein.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
2:35 Fundamental Analysis: Middleby Corporation - MIDD
5:20 Crossing Wall Street Buy List methodology
9:15 How to think about selling stocks you own
13:00 AdvisorShares Focused Equity ETF - Ticker: CWS
16:00 Eddy’s background and how we came up in the industry
19:40 The process of constructing the ETF and building a portfolio
27:25 the edge in looking at smaller cap companies
32:20 Separating the numbers from the story, outlook, & intangible assets
38:00 The world's simplest valuation model
42:45 The role of the global macro environment on a stock picker
44:35 Tips for do-it-yourself traders building their own portfolio
50:35 Fundamental Analysis: Heico - HEICO
51:45 Fundamental Analysis: Miller - MLR
53:15 Resources for fundamental investors
55:30 Diversification is overrated & stop paying so much attention to the Fed
-----
Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Our guest today is Dr. Barry Burns. Barry has been trading markets for over 50 years and is the founder of Top Dog Trading and author of the popular book, Trend Trading for Dummies.
In this episode Barry breaks down the many different trading strategies that he uses to invest his money and his family’s pension plan. He talks about swing trading markets using options, selling credit spreads, day trading futures, and investing over the long-term based on major growth trends and fundamental analysis.
Barry then walks us through the five energies of the market that he uses to track money flow. He outlines each energy and describes how he uses them to place high probability trend trades.
This episode has a little bit of something for everyone, so please enjoy this episode with Dr. Barry Burns.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Introduction
2:20 Barry’s typical trading day; routine, preparation
11:10 How Barry grew up swing trading and using fundamental analysis
17:30 Barry’s approach to the markets today
21:10 Trading futures: trend trading, and reversion to the mean
30:45 The five energy model for high probability trend trading
41:10 Trading volatility — expansion and contraction of volatility
44:00 Different trading strategies & finding what resonates with you
52:40 New trends and emerging markets and technologies
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Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Our guest today is Dr. Phil Pearlman. Phil earned his doctorate in clinical psychology and has been involved in markets since the 1990s. He’s currently the chief behavioral officer at Osprey Funds and has held roles at Yahoo Finance, Stocktwits, and Bank of the Ozarks.
In this episode we talk about the importance of taking care of your body through good nutrition. Trading after all, is about performance and execution, so who wouldn’t want to get a leg up on their competition?
Phil shares insights on how to improve key cognitive skills, increase energy levels, regulate your emotions, and a whole lot more. He talks about the hard-wired skills of top performing traders, and why it’s so important to direct our attention to the things we can control.
You’re not going to get any fancy trading strategy tips in this episode, but if you want to live a healthier, higher performing lifestyle, then this one's for you.
Please enjoy this episode with Dr. Phil Pearlman.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Introduction
2:28 Intermittent fasting, letting your body rest, and eating nutritious foods
8:00 Living life to the fullest & taking care of ourselves the long run
11:00 Metabolic health improves: focus, energy levels, emotional regulation, stamina
14:40 Your body and your mind is a tool that you need to care of
16:00 There are things we can control and things we cannot control
18:07 The problem with willpower and being a contrarian
25:00 Identify yourself as the person you want to be
31:00 Phil getting started in the 90s and recognizing the mania
37:55 The hardwired skills of top performing traders
43:30 How to improve your cognitive skills for trading & finding your tribe
47:50 passive investing, dollar cost averaging, wealth management
51:20 Focus on the things you can control to become a better trader
-----
Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Our guest today is Frank Zorrilla. Frank is the founder of Zor Capital, a registered investment advisory firm in New York. He started his career in 1997 and has been professionally managing money since 98.
In this episode we get tactical discussing Frank’s short-term swing trading strategy. We talk about the importance of knowing where a stock’s move started from, how to be situationally aware of your market surroundings, and why profit targets are all just made up numbers.
Frank also talks about the importance of owning the market as a core holding and how to trade around that position tactically. If you are a short-term swing trader, this ones for you.
Please enjoy this episode with Frank Zorrilla.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Introduction
2:45 Frank’s early career as a cold caller, series 7 broker, and mentors
8:10 Frank launches his own advisory firm in 2011
13:05 Zor Capital’s philosophy and Frank’s pitch to investors
15:20 holding SPY as a core holding
21:45 How to tactically swing trade the market over 1 to 10 days 25:35 moves start when things look at little ugly
27:40 Putting in the work and figuring out your trading beliefs
32:50 Situational awareness, market environments, and market breadth
39:55 Using volatility index (VIX) and volume in stocks
44:55 Multiple time-frame trading and shorting stocks
53:25 Trading slumps and when things aren’t going well
58:25 Profit targets are made up & risk/rewards are dynamic
-----
Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
Our guest today is Cesar Alvarez. From 2004 to 2013, Cesar was the Director of Trading Strategies at TradingMarkets.com and Connors Research. Cesar has developed strategies for private equity funds, authored multiple books on trading, and was a Software Engineer on the early versions of Microsoft Excel. He is well known in the quant community nowadays for his blog, Alvarez Quant Trading.
In this episode we talk about what it means to be a systems trader. Why Cesar willingly leaves money on the table in order to be fully systematic, and why it’s so important a traders personality matches their trading strategy.
We then get Cesar’s research process, how he finds ideas, develops systems, and then maintains and reviews those systems.
Please enjoy this episode with professional trader Cesar Alvarez.
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This episode is sponsored by Investor’s Business Daily. IBD has helped investors navigate every market cycle with their time-tested methodology for over 35 years. Right now Smarter Trading podcast listeners can get their first 2 months of IBD Digital, a subscription service that gives you access to IBD’s proprietary market analysis and top trade ideas for only $20 by signing up at investors.com/evan.
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What you'll learn in this episode
0:00 Introduction
2:50 Cesar’s background and how he got started
6:30 Director of research with Larry Connors
9:18 Why Cesar moved on from discretionary trading
12:50 Cesar’s current philosophy and way he approaches trading
15:05 Why Cesar knows he’s leaving money on the table being fully systematic
19:10 Research piece: how often does a 5% pullback turn into 10% or 20%
25:20 Research piece: trend versus momentum trading strategies
28:15 What is “good enough” for Cesar to use as a trading system
32:05 Classifying trading systems: mean reversion, trend, momentum, rotational
35:05 Matching personalities and trading systems
37:20 Mean reversion strategies and stop losses
39:45 strategy review and thinking about system optimization
43:30 Seasonality as a factor and intraday trading strategies
45:55 New quant traders and learning how to code
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Connect with Evan & Trade Risk
Browse the entire Smarter Trading podcast catalog
Watch this episode in video on our YouTube channel
Follow @evanmedeiros on Twitter
Follow @TheTradeRisk on Twitter
Join the Trade Risk's weekly newsletter
-----
If you enjoyed this week's episode, we would really appreciate a rating and review on Apple Podcasts so that we can reach more traders and bring on more great guests.
Please keep in mind, all opinions expressed by guests are solely their own opinions and do not reflect the opinion of Evan or the Trade Risk. This podcast is for informational purposes only. Please review our complete disclaimer which applies to the contents of this podcast.
Thanks for listening!
The podcast currently has 38 episodes available.
379 Listeners