www.steadywealthpodcast.com One of the larger investment opportunity ideas at the moment is around the capital flow into carbon (emissions). We think everyone should be aware of this...and there's an ETF for that: KRBN

Check Out Our Website: www.steadywealthpodcast.com Check Out This Episode's Guest - Mike Philbrick: http://www.returnstacking.com/

"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, Serge Berger dives deep into the evolving landscape of cryptocurrencies with special guest Don Friedman from DACFP (Digital Asset Council of Financial Professionals). They dissect the recent approval of the Bitcoin ETF by the SEC, which has sparked a surge of interest among financial advisors and investors alike. The episode explores the ETF's impact on portfolio diversification and risk mitigation strategies, highlighting how even a small allocation to Bitcoin can enhance long-term investment outcomes. Amidst discussions on market correlations and investor sentiments, the podcast advocates for informed decision-making through education and strategic asset allocation. Founded by Ric Edelman (also founder of the nation’s largest RIA), the https://dacfp.com/ is the leading provider of crypto education. Its flagship program, the https://dacfp.com/certification/, is the first and largest certification program of its kind—an online self-study course featuring a world-class faculty and 18 Continuing Education credits. SPECIAL GUEST DON FRIEDMAN! -------------------- X - @thedacfpX - @DigitalDonF

"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) CHECKOUT OUR GUEST: Alasdair Macleod - ⁠https://alasdairmacleod.substack.com In the latest episode of The Steady Wealth Podcast, Serge Berger collaborates with James from Ineson's Capital to explore the concept that "only gold is money, the rest is credit." They welcome special guest Alasdair Macleod, Head of Research at GoldMoney Inc., to delve into the dynamics of the gold market. Macleod argues that gold isn't rising in value; rather, paper currencies are losing purchasing power. He discusses central bank activities, especially in China, and how geopolitical factors are influencing gold purchases. The conversation also touches on the broader implications for fiat currencies and global economic stability. For more details, listen to the full episode on ⁠The Steady Wealth Podcast.⁠

"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, host Serge Berger dives deep into the Chinese equity markets with special guest Brendan Ahern, Chief Investment Officer at KraneShares. They explore the sustainability of the recent rally in Chinese stocks, driven by factors beyond mere chart analysis. Brendan highlights significant catalysts like under-allocation, government support, and institutional buying that could maintain the rally. They also discuss the evolving consumer landscape, policy support, and substantial corporate buybacks, painting a nuanced picture of China's investment potential. Tune in for a data-driven, insightful conversation on navigating Chinese equities.

"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 this episode of the Steady Wealth Podcast, Serge Berger broadcasts from Newark International Airport, diving into the significant market rotation currently underway. Serge reflects on his conversation with Eric from Simplify Funds about the strategic advantages of ETFs in portfolio management. He emphasizes the shift away from tech-heavy investments and explores emerging opportunities in real assets, like gold and copper, and dividend-paying stocks such as ExxonMobil. Join Serge as he unpacks the potential implications of these trends for your investment strategy and provides actionable insights for navigating this evolving market landscape.

"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.

"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 this episode of The Steady Wealth Podcast, Serge Berger dives deep into the critical topic of position sizing for traders and investors. He emphasizes that proper position sizing is often the Achilles heel for many, leading to underperformance and significant losses. Serge offers practical insights and a specific formula to implement effective position sizing, aiming to help listeners avoid catastrophic losses, manage risk efficiently, and achieve a balanced return within their risk tolerance. Moreover, Serge previews an exciting new chapter for the podcast, featuring interviews with fund managers starting next week. This fresh direction promises insightful discussions on investment strategies. Tune in for valuable advice on navigating the volatile market landscape and safeguarding your portfolio.

"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.

"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.

"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, host Serge Berger delves into five pivotal charts shaping the investment landscape at the onset of the second quarter in 2024. Berger emphasizes the dynamic shifts in market trends and cautions against irrational exuberance. He scrutinizes gold miners' performance vis-a-vis gold, suggesting a potential catch-up despite historical volatility. Additionally, he analyzes the intriguing relationship between gold and Bitcoin, highlighting a possible reversal in relative strength. Berger elucidates on equities, uncovering a nuanced perspective on growth versus value stocks, and explores the intriguing dynamics between the NASDAQ 100 and commodities. With a blend of technical analysis and insightful commentary, Berger offers a thought-provoking outlook on navigating the evolving investment terrain.

"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) Welcome to the latest episode of The Steady Wealth Podcast with your host, Serge Berger. As we step into the second quarter of 2024, Serge shares insights on navigating the evolving market landscape. Reflecting on the first quarter's momentum, he delves into the interplay between equity and bond markets, dissecting key indicators. Serge emphasizes the importance of flexibility in investment strategies and cautions against overreliance on bullish sentiment. With an eye on potential market shifts, he advocates for balanced portfolios and discusses strategic positioning in sectors like energy and gold. Tune in for invaluable perspectives on staying resilient in dynamic market conditions.

"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, host Serge Berger delves into the top three charts shaping the market landscape for the upcoming week. Berger begins by addressing the pervasive risk appetite and FOMO (fear of missing out) driving investor sentiment, cautioning against complacency amidst historic bullishness. He scrutinizes the S&P 500's critical juncture, highlighting the significance of the 21-period moving average as a key indicator. Berger then pivots to analyze the Russell 2000 and the implications of its potential breakout for market breadth. Additionally, he examines the pivotal role of the 10-year yield and Bitcoin as leading indicators for risk assets, providing insightful perspectives on navigating the evolving market dynamics. Throughout the episode, Berger's astute analysis and data-driven approach offer invaluable insights for investors navigating the complex terrain of today's 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 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.

"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, host Serge Berger delves into the critical role of technology for traders and investors, emphasizing its ability to automate, simplify, and streamline processes while reclaiming valuable time. Joined by colleague John Brunel, aka JB, they dissect recent market movements, particularly focusing on semiconductor stocks like Nvidia, examining bearish signals and market dynamics. The conversation transitions to the utilization of technology tools, highlighting the Market Rover as a comprehensive solution for trend analysis, trade alerts, and portfolio tracking. Through their insightful discussion, listeners gain practical insights into leveraging technology to enhance trading and investing strategies. Tune in for a deep dive into the power of technology in financial 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) Joined by special guest Kate Stalter, they dive into the intricacies of becoming a more successful and open-minded trader and investor. Sign up now for a Free special live event later this week for even more insight here: https://tl275.isrefer.com/go/tst-etf-mar24/sb/ In this episode, recorded on a Sunday for full disclosure, they dissect the current market landscape and explore the latest and greatest sectors to invest in. From the late-stage expansion phase to the nuances of sector rotation, Serge and Kate offer valuable insights and actionable strategies to navigate the dynamic world of investing. Don't miss out on their special session next week, where they'll delve deeper into sector and group rotation, uncovering hidden opportunities and strategies to optimize your portfolio. Whether you're a seasoned investor or just starting out, this episode is packed with invaluable knowledge to help you stay ahead of the curve and achieve your financial goals.

"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 are treated to an insightful analysis of recent market dynamics and sector rotation trends. Berger delves into the shifting landscape of capital flows, highlighting where money has been moving over the past few months and what this could signify for the future. With a keen eye on sectors like energy, Berger discusses the implications of money flowing into specific industries and its correlation with factors such as inflation and geopolitical events. As he navigates through various charts and technical indicators, Berger provides a comprehensive overview of sector and group rotation within the equity market, offering valuable insights for investors looking to stay ahead of the curve. From discussions on the dominance of tech stocks to potential triggers for market corrections, Berger's podcast episode delivers timely analysis and actionable perspectives for navigating today's dynamic investment landscape. Tune in to The Steady Wealth Podcast for essential insights into the ever-evolving world of finance.

"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, host Serge Berger delves into the intriguing realm of energy stocks. Berger dissects various aspects of the sector, highlighting its performance metrics and the reasons why it remains a compelling investment avenue. He underscores the resilience and stability exhibited by energy stocks, particularly in economic downturns, emphasizing the significance of larger companies like ExxonMobil. Berger also explores the global demand for energy, citing it as a driving force behind the sector's steady growth. Additionally, he discusses diversification benefits, income opportunities through dividends, and the sector's potential for capital appreciation. Berger's comprehensive analysis extends to geopolitical influences, structural demand trends, and strategic opportunities for investors. Throughout the episode, Berger provides valuable insights backed by data and expert perspectives, offering listeners a thorough understanding of the energy sector's dynamics and its implications for investment portfolios.

"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 are treated to an insightful analysis of the current market dynamics as the S&P 500 hits a historic milestone of 5,000. Berger delves into intermarket analysis, examining relationships between various asset classes to glean clues about the equity market's future trajectory. Highlighting the concentration of equity markets both in the US and Europe, he emphasizes the importance of understanding interconnectedness in global markets. Through a detailed examination of correlations between equities, currencies, and commodities like copper, Berger provides valuable insights for both traders and investors, emphasizing the significance of risk management in navigating market volatility.

"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, host Serge Berger delves into the current state of equities and whether we've hit the market's peak. Last week saw a flurry of activity with earnings reports flooding in, including from tech giants like Apple, Microsoft, Amazon, and Meta. The Fed's stance and mixed economic data added to the uncertainty. Serge analyzes the market's behavior, pointing out the dominance of a few key stocks driving indices higher. He discusses the potential challenges ahead, including the significance of the S&P 500 hitting the 5,000 mark and the historically weak seasonality of February. With insights on bond yields, dollar strength, and sector performance, Serge offers a nuanced view on navigating the current market landscape and emphasizes the importance of risk management in uncertain times. Tune in for a comprehensive analysis and actionable strategies in this thought-provoking episode.