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Taking steps down the risk ladder

Cory
April 24, 2017

Co-Founder of @ Financial and @financial Investments Sam McElroy joins me to discuss why he is uneasy about the US markets and what he is looking at to limit risk. Sam shares how he splits up investments into different risk categories and how to satisfy each client’s risk tolerance.

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Discussion
4 Comments
    Apr 24, 2017 24:15 AM

    Sam sounds like a very bright person. I sense that he has some gut feelings about market directions and is trying to decide how much weight he should allow those feelings to effect his investing decisions. I would suggest he read ‘Blink’ by Malcolm Gladwell, a terrific book that suggests its important to pay attention to those gut feelings. Good interview, Cory.

    Apr 24, 2017 24:28 AM

    Cory when you say insiders are net sellers and buybacks are down. What levels are we talking, what % of companies etc etc….would be interesting to understand the context. Thanks

    Apr 24, 2017 24:13 PM

    Interesting discussion on risk tolerance. Thanks guys.