Embrace The Uncertainty - Jeff Sarti | Morton Wealth

Embrace The Uncertainty - Jeff Sarti | Morton Wealth

My guest this week is Jeff Sarti, CEO of Morton Wealth. Jeff is a CFA charterholder managing over $3 billion in assets, and the author of the Healthy Skeptic newsletter where he challenges conventional investing wisdom. We talked about true diversification, the risks of outdated strategies, and why alternative assets are stealing the spotlight.


https://www.stocksforbeginners.net/blog/jeff-sarti-morton-wealth


Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners. Get 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.


Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.
Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.

Hosted on Acast. See acast.com/privacy for more information.

Avsnitt(234)

QUICK TIP - Healthy practices for creating wealth

QUICK TIP - Healthy practices for creating wealth

Myles Gage is a co-founder of Rapunzl, an app that addresses the three roadblocks that prohibit many from understanding the stock market: fear, exposure, and accessibility. Myles is an advocate for fi...

20 Aug 20228min

David Keller - StockCharts.com | Controlling emotions with technical analysis

David Keller - StockCharts.com | Controlling emotions with technical analysis

How can we judge whether fear or greed is prevailing in a stock, ETF or index? It's not something that is shown by studying company reports. Some say that fundamental analysis helps you to know what t...

15 Aug 202234min

QUICK TIP - Emotional Investing

QUICK TIP - Emotional Investing

Greed, fear, euphoria, despair, over-confidence and regret. These are the greatest emotional obstacles in the way of stock market investing according to my guest Dr Stanley Teitelbaum. In this quick t...

12 Aug 20229min

Spencer Jakab from the Wall Street Journal | The Revolution That Wasn't

Spencer Jakab from the Wall Street Journal | The Revolution That Wasn't

If you don't know who the sucker is at the poker table it's you. I was joined in this conversation by Wall Street Journal reporter Spencer Jakab. His latest book is “The Revolution That Wasn’t: GameSt...

8 Aug 202245min

QUICK TIP - Engineering your risk management

QUICK TIP - Engineering your risk management

Risk management is crucial in investing. Keith Smith is a former army engineer and a portfolio manager at Bonhoeffer Capital Management. In this Quick Tip, Keith describes how he manages risk like an ...

6 Aug 20226min

Jeffrey G. Kamys - Inherent Wealth Fund | Investing in Sports Betting

Jeffrey G. Kamys - Inherent Wealth Fund | Investing in Sports Betting

A federal ban on sports betting was removed in 2018, and there’s been a sprint to market, with states eager to get in on the gaming business and a steady trickle of new states opening their doors to g...

1 Aug 202230min

QUICK TIP - Are thematic ETFs Like the Railroads and Telegraph?

QUICK TIP - Are thematic ETFs Like the Railroads and Telegraph?

In the US alone, the ETF sector has exploded into a $5 trillion industry. The number of funds has blossomed, which means that there are many funds that offer increasing specificity and focus. Thematic...

29 Juli 20227min

Dion Pouncil - Listen to the words to learn finance

Dion Pouncil - Listen to the words to learn finance

Dion Pouncil believes that energy management, managing your thoughts, managing your words, managing your actions, managing your emotions, and acquiring knowledge, are the keys to becoming wealthier. B...

25 Juli 202232min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
svd-tech-brief
uppgang-och-fall
rss-svart-marknad
avanzapodden
dynastin
borsmorgon
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
24fragor
fill-or-kill
ekonomiekot-extra
lastbilspodden
rss-den-nya-ekonomin
tabberaset
rss-veckans-trade