In the 77th episode of the Market Misbehavior podcast, Dave Keller sits down with Jerry Robinson (FollowTheMoney.com) to explore his journey from day trading to swing trading to position trading—and the mindset shifts required along the way. Jerry shares how he “follows the money” with weekly trend models, the 40-week/200-day moving average, RSI, stochastics, and candlesticks, plus why he trades around long-term core positions he knows well. The conversation dives into diversification (stocks, gold, Bitcoin, real estate, businesses), his PACE framework (Precious metals, Agriculture, Commodities, Energy), and how mindfulness and turning down the media noise can improve decisions. They also touch on valuations, the AI narrative, liquidity, and staying disciplined through pullbacks. Recorded 11/5/25.

You can learn more about Jerry's work at https://followthemoney.com/.

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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.