ETFatlas: Mastering the Craft of Investing cover art

ETFatlas: Mastering the Craft of Investing

ETFatlas: Mastering the Craft of Investing

By: Jack Lempart
Listen for free

About this listen

 Welcome to ETFatlas, where investing meets intelligence. Through expert interviews and actionable insights, we're charting the course for your investment success. Join us as we master the craft of investing together.

Powered by ETFatlas.com
ETFatlas.com Economics Personal Finance
Episodes
  • Navigating Uncertainty: Diversification and Market Trends (Jerry Parker)

    Navigating Uncertainty: Diversification and Market Trends (Jerry Parker)
    Sep 4 2025
    Episode Agenda
    • Introduction to Jerry Parker: Journey from accounting to Turtle Trader and trend following pioneer
    • Key principles and psychological challenges of trend following taught by Richard Dennis and Bill Eckhardt
    • Evolution of market selection and diversification in modern systematic trading
    • Role of ETFs in democratizing access to managed futures and trend following strategies for retail investors
    • Classic trend following vs. passive investing, including portfolio construction, performance and key learning moments from Parker’s career
    Episode Summary

    In this episode of the ETFatlas podcast, host Jack Lampart welcomes legendary trend follower Jerry Parker to discuss his remarkable journey from accounting to becoming a renowned trading expert. Jerry shares insights from the famous Turtle Experiment, reflecting on the disciplined, rules-based strategy that shaped his career and many others in systematic trading. The conversation explores the core principles of trend following, the importance of taking small losses and letting profits run, and how psychological discipline remains crucial for long-term success. Jerry details the evolution of trend following, its application across hundreds of markets, and the growing accessibility of these strategies through ETFs and mutual funds. He addresses misconceptions about trend following, highlights its diversification benefits, and contrasts passive investing with systematic, active approaches. Throughout, Jerry emphasizes education, transparency, and the need to prioritize process over short-term results. The episode is packed with practical advice for retail and institutional investors alike, making the case for including trend following in every portfolio.

    powered by ETFatlas.com
    Show More Show Less
    1 hr and 13 mins
  • Travel, Family, and FIRE: The Lifestyle of an Early Retiree (Karsten Jeske)

    Travel, Family, and FIRE: The Lifestyle of an Early Retiree (Karsten Jeske)
    Aug 11 2025
    Agenda:
    • Karsten Jeske’s road to FIRE – professional background (economist, Fed, BNY Mellon), move from Germany to the U.S., and motivations for early retirement.
    • FIRE pillars and planning – first steps, debunking myths, the 4% rule and its adjustments, sequence-of-returns risk, and the impact of market valuations (CAPE).
    • Investment strategy – stock/bond allocation, views on gold, alternative assets, small-cap value, and global index investing.
    • Options as an income source – selling short-term S&P 500 put/call options to generate extra cash flow in retirement and mitigate sequence risk.
    • Life after retirement – daily routine, travel, projects (blog, SWR tools, possible book), and future plans.

    In this episode we interview Karsten Jeske, known in the FIRE community as "Big Ern" from EarlyRetirementNow.com.

    Karsten shares his background as an economist, his experience working at the Federal Reserve and in asset management, and what led him to pursue financial independence and early retirement. He explains the origins and nuances of the "4% rule" and the importance of customizing withdrawal strategies based on individual needs and market conditions.

    The discussion covers sequence of returns risk, optimal asset allocations, and how valuation metrics like the CAPE ratio impact retirement success. Karsten talks about his option-selling strategy for added portfolio income and its role in mitigating sequence risk.

    The episode busts myths about FIRE being only for high earners and addresses common misconceptions about frugality.

    Karsten describes the advantages of his Safe Withdrawal Rate Toolkit and how listeners can use it to plan retirements more accurately.

    Daily life in early retirement, including travel, family, and volunteering, are also highlighted. He reflects on how his views have evolved since leaving full-time work and the importance of adaptability and diversification. Listeners gain practical advice for starting and sustaining a FIRE journey—rooted in data, realism, and flexibility.

    powered by ETFatlas.com
    Show More Show Less
    1 hr and 39 mins
  • The Science of Outperformance: Dual Momentum Explained

    The Science of Outperformance: Dual Momentum Explained
    Jul 3 2025
    Agenda
    ✅ Gary Antonacci’s investment journey and the origins of momentum investing
    ✅ Understanding absolute vs. relative momentum and why they matter
    ✅ The dual momentum strategy: mechanics, benefits, and real-world results
    ✅ Common pitfalls and behavioral challenges in rule-based investing
    ✅ Practical advice for investors looking to implement momentum strategies

    In today’s episode, we’re thrilled to sit down with Gary Antonacci, a true pioneer in the field of momentum investing and the mind behind the acclaimed Dual Momentum strategy. With over four decades of experience and an MBA from Harvard, Gary has seen it all—from the depths of bear markets to the excitement of bull runs.

    We kick things off by exploring Gary’s own investment journey, including how he weathered turbulent markets and why he became fascinated with momentum as a market phenomenon. Gary breaks down the difference between absolute and relative momentum, explaining how each plays a crucial role in building robust, adaptive portfolios. You’ll learn how the Dual Momentum approach combines these two forces, allowing investors to capitalize on strong trends while managing risk and avoiding the biggest market drawdowns.

    But it’s not just theory—Gary shares practical insights into how these strategies have performed historically, including their resilience during volatile periods and their ability to outperform traditional buy-and-hold methods. We also discuss the psychological hurdles investors face, why so many struggle to stick with rule-based strategies, and how to avoid the most common behavioral traps.

    Whether you’re new to momentum investing or looking to refine your approach, Gary’s advice is both actionable and inspiring. He highlights the importance of diversification, sticking with your chosen models, and always keeping an open mind to new research and techniques. By the end of this episode, you’ll have a clear understanding of what makes Dual Momentum so powerful—and how you can start applying these principles to your own investment journey. Get ready to rethink what’s possible in your portfolio!

    powered by ETFatlas.com
    Show More Show Less
    49 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.