The Market Call Show

Timely and actionable investment insights for executives, business owners, and family offices, with Louis Llanes, CFA CMT

About the show

Timely and actionable investment insights for executives, business owners, and family offices, with Louis Llanes, CFA CMT.

Episodes

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    Mastering Your Personal Economy | Episode 78

    May 25th, 2023  |  54 mins 28 secs

    Join us for Episode 78 as Louis takes into the complexities of managing your personal economy amidst the noise of the markets and media. He’ll provide valuable insights and practical strategies to help you navigate these challenges effectively.

    In the first segment, explore the crucial distinction between the broader economy and your personal economy. Gain a deeper understanding of the impact of bad news on your financial well-being and discover how to prioritize what truly matters.

    Moving on, he dives into the world of media and noise. Discover important strategies to eliminate noise and evaluate the relevance of information in a chaotic environment.

    Next, Louis discusses the cycle of emotions and how to avoid noise during turbulent times. Gain valuable strategies for dealing with inflation, interest rate challenges, and short-term declines. We draw inspiration from Marcus Aurelius, the Roman Emperor, to help you craft a detailed flight plan for financial success.

    In the final segment, Louis provides a step-by-step blueprint to define your personal economy and map its future. Learn how to identify and prioritize goals, align your actions with your purpose and values, and develop innovative solutions to overcome challenges. We also explore how combining creativity and logistical thinking drives happiness in your financial journey.

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    Conquering Market Flaws | Corey Hoffstein | Episode 77

    May 18th, 2023  |  1 hr 37 mins

    On this episode of the Market Call Show, I delve into the fascinating world of market dynamics and investor behavior with my guest, Corey Hoffstein. We'll explore the impact of structural market shocks and how they have reshaped the financial landscape. From liquidity cascades and return-stacking to the influence of the FED, we uncover the forces driving market fundamentals. We also dive into the ongoing debate between active and passive investors and the rise of target date funds. Discover the intricate relationship between cash flow and capital markets, and the emergence of options as a savings vehicle. Learn about the risks and benefits of volatility targeting strategies and the role of quant methodologies in portfolio management.

    Corey gets personal and shares his journey in the finance industry and his insights into building an ideal portfolio. Don't miss this episode packed with valuable knowledge for navigating today's complex markets.

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    Blueprint to Make Money In Stocks | Episode 76

    May 11th, 2023  |  12 mins 24 secs

    Welcome to today's podcast where we're going to talk about why having a process is important, specifically when it comes to managing an equity portfolio. This episode is for two types of listeners - those who entrust their investment decisions to us and want to understand how we create their portfolios, and those who prefer to make their own investment decisions. Recently, we've been refining our processes and we'd like to give you a high-level overview of what we do behind the scenes when building portfolios. We'll cover three main aspects - screening, assessing opportunities, and portfolio structure.

    In a nutshell, having a process means having a routine and being disciplined. It's crucial to establish guidelines that will help you go through a checklist to ensure that you're investing your capital in areas that have the potential for excess returns. Do your research on stocks that look promising, but also consider all the factors that make a company valuable. Have guidelines on how much you're willing to invest in specific sectors or industries. By having a clear and consistent process, you'll be able to make informed investment decisions that can help you achieve your financial goals.

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    Bull Speed or Yield Curve Ahead | Episode 75

    May 4th, 2023  |  33 mins

    Welcome to The Market Call Show! It's no secret that the current state of the economy and stock market has left many investors feeling confused. But, there are some indications in the charts that show some good news on the horizon.

    In this episode, we'll be discussing opportunities for earning returns in the near term and creating a long-term strategy. We'll be looking beyond negative headlines, such as layoffs, elections, debt, and geopolitical tensions. Instead, we'll be focusing on why it's crucial to think slow, look long-term, and have a diversified portfolio.

    So, if you're interested in learning more about the current state of the market and how to make the most of your investments, then stay tuned. This episode will provide valuable insights to help you navigate the market successfully. Let's dive in!

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    Martin Pring On A Bull Market Outlook | Episode 74

    April 20th, 2023  |  35 mins 44 secs

    It was my honor to welcome Martin Pring as my guest this week on The Market Call Show. Pring is an icon in the industry of technical analysis and has published more than 20 books on the subject. We discuss his background, thoughts on the current state of the market and his appearance at the upcoming CMT 50th Symposium in New York City.

    During our conversation, we discuss:
    Pring’s start from economics to technical analysis.
    His contribution to the industry as a prolific author
    The cautious approach to the current market conditions
    Pring’s upcoming presentation at the CMT 50th Symposium

    We hope you find the discussion informative and insightful.

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    Looking Beyond Market Theories | John Kosar CMT | Episode 73

    April 13th, 2023  |  55 mins 44 secs
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    Investing In A Climate Of Change | Episode 71

    March 29th, 2023  |  21 mins 29 secs
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    Investing Outside The Stock Style Box | Episode 69

    March 9th, 2023  |  11 mins 14 secs
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    The Value of VWAP | Brian Shannon, CMT | Episode 68

    March 2nd, 2023  |  1 hr 8 mins
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    Optimizing Returns | Dr. Wes Gray| Episode 67

    February 23rd, 2023  |  58 mins 31 secs
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    Is the Big Bear Hibernation Over? | Episode 66

    February 16th, 2023  |  15 mins 5 secs
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    Know This Before You Rollover Your Old 401(k) | Episode 65

    February 9th, 2023  |  22 mins 14 secs
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    The Ultimate Retirement Plan | Wade Pfau | Episode 63

    January 26th, 2023  |  1 hr 2 mins