Episode #107: Jonah Lupton on Research, Portfolio Building, and Risk Management
Confessions Of A Market Maker
How to Trade for High Net Worth Individuals
Jonah: I'm definitely a growth investor mostly focused on small mid-cap growth companies and those just aren't the sort of stocks that you're going to be buying for a 65-year-old couple worth 10 million dollars. Jonah: A lot of like nowadays when you're doing wealth management for high net worth individuals you're not even doing any stock picking right because your entire day should be spent meeting with your current clients or looking for new clients. "It's all about asset gathering so you're just picking managers," he says. 'You're basically just playing quarterback'
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