(00:01:36) - Katie's Background

(00:03:05) - Connecticut as an investment hub

(00:04:26) - Early influences and family background

(00:06:10) - Studying finance and international business

(00:07:42) - Women on Wall St

(00:13:44) - Technical Analysis is not widely adopted in the Investment space

(00:17:01) - Focusing on Equities

(00:18:12) - The use case for Technical Analysis in institutions

(00:20:37) - Do Macro factors blend with Technical views?

(00:23:32) - Technical Analysis is perception of data, not the data itself

(00:24:42) - Starting an investment business

(00:27:34) - How Katie built a retail investment investor following

(00:30:15) - The catalyst for entering portfolio management

(00:32:40) - Leap of faith in launching an Active ETF

(00:35:02) - The case for a sector rotation investment strategy

(00:38:00) - Technical indicators that Katie uses to form a view

(00:40:07) - Quantifying Maco factors

(00:42:29) - Advice for Emerging Managers

(00:45:05) - Biggest inspirations in the Investment industry

Introduction

My guest today is Katie Stockton.

Katie is Founder and Managing Partner of Fairlead Strategies, an independent research firm and investment advisor focused on technical analysis. Katie has spent more than 20 years on Wall Street providing technical research and advice to institutional investors.

She is the portfolio manager for the Fairlead Tactical Sector ETF and is a contributor for CNBC and other financial news networks.

Join me as we discuss:

• How and why Katie got into technical analysis
• The types of technical indicators that Katie uses
• Launching a business as a female founder

Important Links

Fairlead Strategies - https://www.fairleadstrategies.com/

#InvestmentManagerPodcast

(00:00:00) – Early life and investing in Nigeria

(00:06:54) – Learning about investing

(00:08:39) – Thesis for studying Global Outperformers

(00:13:51) – Value, Growth or not that simple?

(00:16:41) – The story of Sony

(00:20:07) – Small Caps

(00:22:26) – Geographic tailwinds

(00:29:38) – How important is Qualitative analysis?

(00:35:53) – Overcoming hurdles to start an Asset Management firm

(00:38:03) – Origin of the name Jenga

(00:39:43) – Unsung investment heroes

Introduction

My guest on today’s show is Dede Eyesan.

Dede is the founder and CEO of Jenga Investment Partners, a Global Investment Company leading the next generation of investors. He is also the author of ‘Global Outperformers’ a study of the top performing global listed companies returning more than 1,000% in 10 years.

Join me as we discuss:

• Early investing in Nigeria
• How to look for 10 baggers over the next decade
• Relatively unsung investment heroes, one of which has a surprising story about overcoming seemingly insurmountable hurdles

Important Links

Jenga Investment Partners - https://www.jengaip.com/

#InvestmentManagerPodcast

My guest on today’s show is Michael Gayed.

Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs.

For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities.

Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation.

Join me as we discuss

• The value of a ‘risk on/risk off’ approach
• Why 2022 has been history making,
• And why just because there’s new information that could be factored into a model, it doesn’t necessarily mean it’s repeatable.