Steve Sjuggerud, “This Is Not What The Peak Of A Bull Market Looks Like”

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Steve Sjuggerud, “This Is Not What The Peak Of A Bull Market Looks Like”
By Katrina.Tuliao (https://www.tradergroup.org) [CC BY 2.0], via Wikimedia Commons

Guest: Dr. Steve Sjuggerud. Steve is the editor of True Wealth, an investment advisory specializing in safe, alternative investments overlooked by Wall Street. It’s based on the simple idea that you don’t have to take big risks to make big returns. Steve did his Ph.D. dissertation on international currencies, has traveled to dozens of countries looking at investment ideas, and has run mutual funds, hedge funds, and investment research departments.

Play Quizzes 4

Date Recorded: 4/20/17

Run-Time: 1:17:56

Morningstar Investment Conference: Fund Manager Highlights Personalized Medicine, Energy Security

Clint Carlson Far ViewHedge fund managers go about finding investment ideas in a variety of different ways. Some target stocks with low multiples, while others look for growth names, and still others combine growth and value when looking for ideas. Some active fund managers use themes to look for ideas, and Owen Fitzpatrick of Aristotle Atlantic Partners is Read More

Steve Sjuggerud

Episode Sponsor: Global Financial Data and TheIdeaFarm.com

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Summary: In Episode 49, we welcome Dr. Steve Sjuggerud. The conversation begins with Meb and Steve reminiscing about the origin of their friendship, which dates back some 10 years. This leads the guys into Steve’s background, and how he transitioned from being a broker into being the highly-popular investment newsletter writer he is today.

Meb asks Steve to describe his investing framework. Similar to Meb, Steve likes both value and trend. Specifically, he looks for 3 things: assets that are “cheap,” “hated,” and “in an uptrend.” This methodology applies to all sorts of asset classes.

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Links from the Episode:

10:18 – Value & Momentum Everywhere

15:35 – AAII Sentiment Survey

20:26 – Vic Sperandeo

24:00 – 24:26 – When things go on sale, people run out of the store and T-Bills outperforming stocks

35:00 – WeChat

43:00 – KraneShares

46:00 – A+H Shares 

53:42 – St. Gaudens Gold Coin

58:54 – Larson Brothers Guitars

1:02:00 – Icon

1:10:40 Longboard study on stock returns and J.P Morgan’s study on returns

1:11:50 – Dailywealth

Article by Med Faber, read the transcript here.

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