UA-170695639-1 #137 Radio Show Investing Series: Using Trends to minimizing losses and compound - The Veterinarian Success Podcast

Episode 137

Published on:

5th Jun 2022

#137 Radio Show Investing Series: Using Trends to minimizing losses and compound

In this episode, I dive into a style of investing called Trend Following or Momentum. Designed to minimize portfolio drawdowns. Being rules-based, investing removes emotions from decision-making. Investing broadly across asset classes and geography provides investors with more opportunities to see returns. The research supports the approach to lower risk and potentially enhance long-term returns. There are loads of data from research that provides strong out-of-sample evidence that there is consistent, long-term evidence that trends have been pervasive features of global stock, bond, commodity, and currency markets. If you want to learn about something a bit more unconventional, you are in the right place. Below are some of the best pieces I've read on the topic.

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About the Podcast

The Veterinarian Success Podcast
Welcome to the Veterinarian Success Podcast where you go in-depth with a veterinarian specific financial planner Isaiah Douglass, MBA, CFP® to hear stories, opinions, and leading information about the world of veterinarian medicine from industry professionals. The podcast covers topics relating to the clinical, business, financial, and personal side of to help encourage, promote, and advocate for a healthy and happy standard of care for veterinarians, their families, their staff, and their businesses.

About your host

Profile picture for Isaiah Douglass, MBA, CFP®, CEPA

Isaiah Douglass, MBA, CFP®, CEPA

I am a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only advisor. I left a large national firm to found a solo financial planning firm in 2018 to pursue a planning approach dedicated to identifying ways to grow the net worth of veterinarians and dentists. In the summer of 2020, I merged with another financial advisor and became a partner in Vincere Wealth Management.

To check out Vincere Wealth Management ➡