Investing With IBD

Joe Fahmy, a portfolio manager at Zor Capital and creator of market education content, shares insights into today's bullish market driven by AI. He discusses the importance of managing position sizes to minimize risk while balancing diversification and concentration. Fahmy sheds light on how to gauge market strength, use moving averages effectively, and why small caps are lagging. He also highlights AI-related investment opportunities, including space and biotech, while emphasizing resilience and adaptability in trading strategies.

Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab, dives into the complexities of current market trends. He discusses the impact of rising 10-year yields on equity volatility and how small caps are being affected. Mazzola explains the risks of narrow market leadership despite strong indices, and the evolving influence of AI on sector correlations. He also highlights the persistent dip-buying behavior and contrasts investor sentiment with actions. Mazzola wraps up by explaining options strategies for hedging against earnings risks.

Mark Minervini, a two-time U.S. investing champion and founder of Minervini Private Access, shares his insights into the current market dynamics. He discusses how fewer stocks are driving higher index numbers, reminiscent of monopolies in history. Mark emphasizes the importance of individual stock charts over macro signals and outlines his cautious approach to trading while shorting indexes. He also highlights how sentiment indicators gauge market temperature and why disciplined capital protection is crucial for long-term success.

Tom Basso, founder of EnjoyTheRide.World and author of The All-Weather Trader, shares insights from his years as a veteran trader. He emphasizes trading in the present rather than predicting the future, urging a focus on systematic strategies. Basso explores techniques for distancing noise, managing risks through position sizing, and utilizing VIX as a hedge. He advocates for true diversification across uncorrelated markets and offers advice on creating a personalized trading system. Discover his methods for maintaining calm and avoiding predictive bias in turbulent times.

Vibha Jha, a seasoned performer from the U.S. Investing Championship, shares her simplified trading approach focusing on TQQQ and measurable sell signals. She emphasizes the importance of executing a strategy that fits an investor's mindset and conditions. Vibha discusses how she transitioned to trading full-time and her disciplined sell rules during market trends. She also reflects on stock selection, using technicals for TQQQ, and managing portfolio allocation, all while keeping her analysis straightforward and efficient.

Tom Sosnoff, a serial entrepreneur and the mind behind Thinkorswim and Tastytrade, explores the evolving landscape of financial platforms. He shares insights on the rise of derivatives trading, emphasizing the need for efficient capital strategies. Tom discusses the unique culture at Tastytrade, which prioritized education and innovative content over mere pricing. Looking ahead, he introduces his new venture, Lost Dog, aimed at addressing wealth inequality through financial education and progressive tools. Expect engaging dialogue on risk management and trading strategies!

Chris Gessel, Chief Content Officer at Investor's Business Daily, shares his expertise on regression channel lines, revealing how they help investors anticipate market movements. He discusses practical applications using stocks like Robinhood and Credo Technology. Gessel explores strategies for managing risk, signals for entries and exits, and the importance of specific anchor points in volatile markets. He also evaluates market sentiment indicators and highlights stocks worth watching, providing a wealth of knowledge for both novice and seasoned investors.

Jack Kosar, vice president of investment strategy at Asbury Research, dives into the nuances of market indicators. He discusses how newer quantitative tools enhance traditional market intuition and provides insights on using leveraged ETFs to gauge risk appetite. Jack explains the significance of VXX over VIX for short-term market reactions and highlights how stacked indicators can reduce false signals. He also examines the recent strength of gold as a hedge amid tech highs and offers updates on Asbury's tactical model portfolios.

Preparing a financial withdrawal plan is a process without a one-size-fits-all solution. Bill Bengen, author of “A Richer Retirement” and creator of the 4% rule, discusses the rules you should consider when starting a retirement plan. He also talks about how to adapt to changes in the market and ways to make your retirement last. Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Krull, founder of Krull Asset Management and co-author of "The Lifecycle Trade," shares his expertise on market dynamics and corrections. He categorizes market rallies and discusses the importance of risk management and patience, especially when considering IPOs like Klarna. Krull emphasizes recognizing support levels and strategic buying opportunities post-pullback. He also delves into the psychological aspects of investing during volatile periods, advocating for data-driven approaches to navigate market fluctuations.