

Force Fed Heaps of Humble Pie (guest: Jonathan Lansky)
Dec 1, 2023
Guest Jonathan Lansky shares his old school stock picker approach and talks about his favorite investment names. They discuss the volatility of the market, the lessons learned from stock picking contests, and the importance of recognizing fear. The speaker reflects on their experience in the market and discusses potential trades and the growth of MDA in Canada. They also talk about the obsessive nature of market focus and the impact of market factors. The chapter explores taking advantage of low volatility, using option strategies, and analyzing gold breakout attempts. They discuss the performance of different market groups and the shift in leadership. The episode also touches on the pricing of stocks, casual conversations, and favorite beers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
A special webinar to protect portfolios and a guest's story of getting into the markets
01:35 • 5min
Transition to Sell-Side and Mental Burnout
06:45 • 11min
Lessons learned from a stock picking contest and the importance of recognizing fear
17:19 • 32min
Reflections on Investing and Missed Opportunities
49:40 • 18min
Potential Trades and the Growth of MDA in Canada
01:07:17 • 4min
Obsessive Market Focus
01:11:37 • 12min
Discussion on Disappointing Economic News and Unique Nature of Current Cycle
01:24:00 • 2min
The Impact of Market Factors
01:26:13 • 18min
Taking Advantage of Low Volatility and Limited Risk
01:43:58 • 2min
Using Option Strategies and Analyzing Gold Breakout Attempts
01:45:34 • 16min
Performance of Market Groups and Leadership Shift
02:01:35 • 19min
Discussion on the Pricing of Stocks and Webinar Promotion
02:20:51 • 3min
Casual Conversation and Flirting with Models
02:23:22 • 2min
Beer, Movies, and Winter Weather
02:24:53 • 6min