lowercase CAPITAL - The Weekend Show

In this episode we're discussing overpriced Christmas gifts! An electric car would be a nice gift wouldn't it? After that, I share some exciting news about the new newsletter service being launched by lowercase CAPITAL. Audio Only YouTube https://youtu.be/iKGfTRW7wy4

In this episode we tell the tale of the first week of trading for BITW, the Bitwise 10 Crypto Index Fund. Then we talk about the AMEX announcement regarding FalconX before wrapping up with my thoughts on how to fundamentally value cryptocurrencies. Audio Only YouTube https://youtu.be/wrygF2PDzY8

In this episode I share a discussion I recently had with a new investor where I didn't like my initial response to their question.

Thursday was a difficult market day. Do we have more of that in the near future? I call my shot in this episode as far as what I'm looking for in the stock market for the next month or so. https://youtu.be/HrmaJp94uk4

In this episode I share a recent experience learning about a financial service from social media. The goal here is to raise some awareness regarding how these types of potentially risky services are being discussed by the people selling them. There's nothing wrong with taking risk for an informed investor looking to take those risks, but those risks absolutely need to be clearly disclosed. What prompted me to make this video is the concern that these discussions are occurring without an appropriate level of attention being given to risk. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. https://youtu.be/85Vvx8IDQGg

2020 Q2 recently ended, so in this episode we're discussing the performance history of the equity value directional strategy starting from inception at the start of 2019 Q4 through the end of 2020 Q2. We'll also identify a couple areas in this 9 month period where we could have done better, and hope to improve for the future.

In this episode we'll discuss how someone can manage gross and net exposure in a long only account.

In this video the process of taking a model from Excel to Python is outlined. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. https://youtu.be/dE-zqUPNVYI

I recently delivered a webinar on Financial Portfolio Construction & Management. The discussion focused on the hypothetical situation of a typical investor in the accumulation phase of their life. Mid 30s, single, no kids, no major debts, secure job with above average salary, and focused on saving for retirement. A method called the portfolio pyramid is used to build a strategy for this investor, adressing the overall capital allocation structure, strategy selection, security selection, and risk management. If you missed the webinar you can still view the YouTube video here: https://www.youtube.com/watch?v=0JHBzFC-pTA

What is an investment adviser?

Today we talk about research in the context of a data driven process. We address the impacts of the frequency of the data used as well as averaging data. We also mention backtesting before closing by mentioning a few data sources that could be helpful when building your own data driven models. https://youtu.be/siae0sJiLTw

In this episode the past week of S&P earnings are briefly reviewed before getting into an analysis on a potential oil storage trade. Then we wrap up with an discussion on trading vs investing. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. https://youtu.be/g9s8BUrqx3o

Anthony Nagle, an Investment Adviser Representative with Lowercase Capital, talks about the previous week in the market as well as the week coming up. This material is intended for educational and informational purposes only and does not constitute investment advice. Please consult a financial professional before making any investment decisions. If you would like a free one on one consultation please email info@lowercasecapital.biz. https://youtu.be/fe8B-52E0VY