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.
Date Recorded: 4/20/17
This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery
The first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More
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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.
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
1:11:50 – Dailywealth
Article by Med Faber, read the transcript here.