What I’ve Learned from 4 Years of Interviewing Market Wizards



AI Summary

Summary: Interview with Don Venbo and Richard

Introduction:

  • Don Venbo, a senior portfolio manager, hosts a special podcast edition for Thanksgiving.
  • Richard, the interviewee, previously interviewed Don in June, following a significant market drop.

Market Reflections:

  • They reflect on past market conditions, including a significant drop after an FOMC meeting and a recent market high.
  • Discussion includes the market’s response to interest rate hikes and the performance of leading stocks.

Personal Interests:

  • Richard’s dog is mentioned as a light-hearted segue into personal questions.
  • Richard shares his background, growing up near Washington D.C., and his childhood interests in soccer and baseball.

Family Influence on Finance:

  • Richard discusses his family’s conservative approach to finance, influenced by his grandfather’s experience during the Great Depression.
  • His family used financial advisors and focused on long-term investments rather than individual stock picking.

Education and Career Path:

  • Richard attended the University of Maryland, majoring in mechanical engineering, following in his family’s footsteps.
  • He became interested in stock trading during college, which eventually led him to pivot from engineering to trading.

Influence of Dr. Wish’s Class:

  • A class with Dr. Wish at Maryland sparked Richard’s interest in the stock market and technical analysis.
  • The class included financial literacy and introduced the CAN SLIM method, which greatly influenced Richard’s trading approach.

Transition to Trading:

  • Richard’s growing interest in trading led him to create YouTube videos and conduct interviews with experienced traders.
  • He discusses the decision to pursue trading full-time and the support he received from his family.

TraderLion and DeepView:

  • Richard joined TraderLion, where he focuses on content creation and interviews.
  • He explains the roles of his colleagues at TraderLion and the development of DeepView, a trading platform.

Trading Psychology:

  • The interview touches on the importance of trading psychology and managing emotions.
  • Richard mentions working with Jared Tendler on a trading psychology masterclass and the insights gained from it.

Reflection on Interviews:

  • Richard reflects on interviews with prominent traders like Jim Ropel, Mark Minervini, and Charles Harris.
  • He shares key takeaways from these interviews, such as the importance of tight areas with low volume and managing risk.

Conclusion:

  • The interview concludes with a discussion on the current market trends and Richard’s approach to managing trades and risk.

(Note: The summary is structured in an outline format, highlighting key topics and insights from the interview without additional commentary or information not present in the original text.)