Everyone Trades Too Much... And It's Costing Them Everything
Stansberry Investor Hour
Stansberry Research
4.3 • 680 Ratings
🗓️ 5 May 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
In this week's Stansberry Investor Hour, Dan welcomes Jonathan Rose to the show. Jonathan is the editor of Masters in Trading at our corporate affiliate InvestorPlace. He has a presentation where he's showing how he's tracking 20 stocks that have strong, unusual market bets right now. You can view this presentation here.
Jonathan kicks things off by sharing how his livestream show operates and how his Discord community has become a resource for newcomers. He then gives his trading background by explaining how he made 1,000 trades a day for the Chicago Mercantile Exchange and how that launched his career. He also mentions what's new on the market floor due to technology changing the way we invest. Jonathan next states what he looks for in his trades. He says the best traders should be able to explain why they're making a particular trade. For him, valuation is one of the things he looks for. And he likes to search for groups of five stocks that can rise together even if one is lagging. (0:00)
Next, Jonathan discusses owning multiple ideas and having "relative trading" between stocks. He also believes that stocks aren't "expensive" or "inexpensive" in isolation – rather, they can be high or low, correlating to similar stocks. One of the things that Jonathan does when looking for new trades is following "unusual options activity" set by the biggest traders. It suggests that they know something about companies that most folks don't, and paying attention tends to pay off. And Jonathan cautions against making too many trades. (13:26)
Finally, Jonathan advises treating trading like any other business and earn the right to buy more shares or place bigger trades. If you track your portfolio's performance and see that it's strong, it's fine to add risk. But if your portfolio is pulling back, you should be controlling your risk instead. Jonathan then shares four tickers and will explain why he's looking at them in his upcoming presentation. And he wants investors to understand that everything in the financial world is a derivative of something else and that you should find a way to express your opinion in whichever area you choose to invest in. (29:00)
Transcript
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| 0:00.0 | Our guest today is a rare bird. We hardly ever get these folks on the show, and they look at the world totally differently than the average investor or trader that we have on the show. |
| 0:10.5 | Our guest is Jonathan Rose. Earlier in his career, he made a thousand trades a day on the Chicago Mercantile Exchange. |
| 0:19.1 | He's got that in his back pocket. And today, these days, he shares |
| 0:23.9 | trades on a daily basis with live viewers. It's awesome. And he's going to tell us all about that. |
| 0:30.7 | Get your pens and pencils out because not only is he going to drop deep market wisdom, |
| 0:35.6 | he's got at least four ticker symbols to share today, |
| 0:38.8 | and you want to write those down and look into them for yourself. So let's do it. Let's talk |
| 0:43.6 | with our guest, Jonathan Rose. Let's do it right now. |
| 0:53.2 | Jonathan, welcome to the show. |
| 0:54.7 | Glad you could be here. |
| 0:57.1 | Thank you for having me. |
| 0:59.0 | You bet. |
| 1:00.7 | The first reason that we're having you, and one of my favorite reasons is because what you do each day is the functional opposite of what I've been doing for 30 years. So, you know, |
| 1:15.8 | it's, you're doing something completely different. And rather than me explaining that what I mean |
| 1:21.7 | to the listeners, you and I talk before we hit the record button, I would rather you explain what you do |
| 1:27.4 | each and every day. |
| 1:28.5 | Just the simple fact that you do it every day |
| 1:30.5 | kind of blows me away a little bit, I have to say. |
| 1:34.0 | I appreciate that I didn't really know what I was getting into. |
| 1:37.3 | And I said, yeah, that sounds like a great idea. |
| 1:39.6 | But every single day, part of my routine |
| 1:44.1 | is that we do an 11 o'clock a.m. Eastern time live show. |
... |
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