Steady Wealth Podcast

Serge Berger

Whether you’re a new or seasoned investor, the market can be a complicated place. Your host, Serge Berger, has 20+ years of experience in the market, and is currently the head trader and investment strategist at www.thesteadytrader.com. Through this podcast, you’ll get great insights from guest speakers from around the market. Together, we’ll focus on the big picture, and what truly makes the market tick. During this critical juncture in the market, you’ll want to have the cutting edge that the Steady Wealth Podcast will give you. read less
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Episodes

Thinking about Markets in this way just makes sense! - Featuring Eric McArdle
May 13 2024
Thinking about Markets in this way just makes sense! - Featuring Eric McArdle
"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others) Join Serge Berger, host of The Steady Wealth Podcast, for an eye-opening discussion with Eric from Simplify ETFs. In this episode, Serge and Eric delve deep into the diverse strategies and potential of Exchange-Traded Funds (ETFs), revealing how these investment tools can transform portfolios and empower investors. Serge introduces Eric, an expert from Simplify, a groundbreaking ETF provider dedicated to democratizing access to unique market exposures previously reserved for institutional investors. Eric shares Simplify's mission of delivering transparent, low-cost, and liquid investment solutions that harness sophisticated strategies typically associated with hedge funds. The conversation unfolds as Eric demystifies the ETF landscape, highlighting the evolution of active ETFs and their capacity to offer innovative, targeted exposures beyond traditional stock and bond investments. Serge and Eric explore the misconception that ETFs are "boring," showcasing how these versatile instruments provide tailored strategies spanning sectors, factors, and alternative assets. Listeners gain insights into the power of diversification and risk management through ETFs, with Serge and Eric discussing how ETFs enable efficient portfolio construction, adaptive exposure to market trends, and risk mitigation strategies typically employed by institutional investors. The episode illuminates specific Simplify ETFs like "HIGH" and "HARD," each designed to capture distinct market opportunities. Eric details the mechanics behind these ETFs, illustrating how they leverage Treasury bills and commodity futures to generate income, manage risk, and capitalize on market trends. Throughout the conversation, Serge and Eric emphasize the importance of education and due diligence in ETF investing, stressing the benefits of ETFs in navigating market volatility, enhancing yield, and accessing specialized asset classes. Listeners emerge from the episode equipped with a deeper understanding of ETFs as dynamic investment tools, poised to integrate ETF strategies into their investment journey to enhance returns and navigate evolving market conditions. Tune in to The Steady Wealth Podcast for a captivating exploration of Simplify ETFs and the transformative potential of ETF investing with Serge Berger and Eric. Discover how ETFs can unlock new dimensions of wealth-building and portfolio management, empowering investors to achieve their financial goals with confidence and clarity.
Two Words Every Investor Needs to Know: Factor Exposure
Apr 22 2024
Two Words Every Investor Needs to Know: Factor Exposure
"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others) Join Serge Berger in the latest episode of The Steady Wealth Podcast as he uncovers a pivotal yet often overlooked aspect of investing: factor exposure. In a conversation sparked by institutional insights, Serge delves into the significance of understanding factors beyond sectors and groups, shedding light on how factor exposure can drive uncorrelated returns amidst market volatility. From exploring common factors like value, growth, and momentum to delving into more nuanced ones such as quality and volatility, Serge navigates the landscape of factor analysis with clarity and depth. Drawing on real-world examples and chart illustrations, he demonstrates how factor exposure can diversify portfolios and optimize risk-reward dynamics. Through ETFs and smart beta strategies, Serge highlights how investors can access a myriad of factor exposures, once restricted to complex investment vehicles. With an eye on the future, he previews upcoming episodes featuring insights from ETF and fund managers, offering a roadmap for listeners to enhance their understanding and leverage the power of factor exposure in their investment journey. Tune in to The Steady Wealth Podcast and embark on a journey toward informed and diversified investing, guided by Serge Berger's expertise and passion for empowering investors with actionable insights.
Is Gold A Hedge Against Stocks?
Apr 16 2024
Is Gold A Hedge Against Stocks?
"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others) In the latest episode of The Steady Wealth Podcast hosted by Serge Berger, listeners embark on a deep dive into the intricate relationship between gold and the stock market. Berger navigates through the complexities of gold's role as a hedge, its correlation with various assets, and its behavior in times of crisis. Listeners are treated to a comprehensive analysis of gold's historical movements, from its surges in the past decades to its recent breakout. Berger meticulously dissects the correlation between gold and stocks, debunking common misconceptions and shedding light on the nuances of their relationship. With a keen eye for detail, Berger explores how gold interacts with inflation, real interest rates, and other commodities, offering valuable insights into its role as a safeguard against economic uncertainties. Through Berger's expert guidance, listeners gain a deeper understanding of gold's multifaceted nature and its potential implications for their investment strategies. Whether they are seasoned investors or newcomers to the market, this episode equips listeners with the knowledge they need to navigate the ever-changing landscape of wealth management.
Bouncing Back From Trading & Investing Losses
Mar 18 2024
Bouncing Back From Trading & Investing Losses
"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others) In the latest episode of The Steady Wealth Podcast, hosted by Serge Berger of thesteadytrader.com, listeners delve into the common experience of encountering setbacks in trading and investing. Berger opens with a relatable scenario: the elation of successful trades, followed by a sudden downturn that leaves both psychological and financial scars. With candor, he shares his insights on managing losses and reclaiming confidence. Berger emphasizes the nonlinear nature of returns, likening market outcomes to a dice roll with variable paths to success. He dismantles the myth of uninterrupted winning streaks, urging listeners to embrace the reality of occasional losses. Drawing from his extensive experience, he debunks the allure of "revenge trading," cautioning against impulsive, emotion-driven decisions to recoup losses. Listeners gain valuable strategies for resilience, including trading smaller to mitigate emotional attachment and adjusting profit-taking thresholds for quicker wins. Berger advocates for disciplined processes, stressing the importance of consistency and self-reflection. He underscores the role of support networks and continuous education, highlighting the benefits of seeking guidance from experienced professionals. Central to Berger's approach is the recognition of optimal trading opportunities, marked by patience and strategic timing. He shares insights into identifying favorable market conditions and aligning investments with high-probability scenarios. By mastering the art of discernment between active and passive periods, traders can optimize returns while safeguarding against undue risk. In a landscape where market volatility and uncertainty are constants, Berger's pragmatic advice serves as a beacon of clarity for traders at every level. Through thoughtful reflection and disciplined execution, listeners are empowered to navigate the peaks and valleys of trading with resilience and confidence. Tune in to The Steady Wealth Podcast for actionable strategies and expert insights on mastering the art of trading and investing in today's dynamic markets.
A Huge Week Ahead for Markets!
Jan 29 2024
A Huge Week Ahead for Markets!
"It's just not that easy to make money in the markets; it requires discipline." These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others) In the latest episode of The Steady Wealth Podcast, hosted by Serge Berger of thesteadytrader.com, listeners are in for an insightful analysis of current market trends and potential shifts on the horizon. Berger begins by delving into the possibility of a market top for the U.S. equity market within the next few weeks and explores the impact of China's market stimulation, considering an oversold trade in the FXI ETF. Berger provides a comprehensive breakdown of market performance, highlighting significant divergences and outperformances among key stocks and sectors over the past six months and year to date. He emphasizes the dominance of select mega-cap stocks like Microsoft and the implications of their weight in market indices. As Berger navigates through the intricate dynamics of market trends, he offers valuable insights into the significance of upcoming earnings reports, particularly focusing on major companies like Google, Microsoft, and Apple. He discusses potential scenarios stemming from these reports and their implications for market direction, emphasizing the importance of considering the broader market landscape. Additionally, Berger scrutinizes the Federal Reserve's stance and its potential impact on market sentiment, particularly in relation to bond yields. He outlines the correlation between equities and bonds and anticipates the market's response to any shifts in Fed policy. In the latter part of the episode, Berger examines the situation in China, analyzing the recent bullish reversal in the FXI ETF amidst ongoing economic challenges. He presents a compelling case for potential trading opportunities in the Chinese market while cautioning listeners about the importance of risk management. As Berger concludes the episode, he leaves listeners with a reminder to approach the current market environment with vigilance and strategic planning, acknowledging the historical tendencies of January to mislead investors. With an astute blend of technical analysis, market insights, and pragmatic advice, this episode serves as a valuable guide for navigating the complexities of today's financial landscape.