Knowing When to Sell with Keith Kaplan
Stansberry Investor Hour
Stansberry Research
4.4 • 677 Ratings
🗓️ 30 September 2021
⏱️ 69 minutes
🧾️ Download transcript
Summary
When you see endless stories of greed and speculation in the market...
And you feel in your heart something is wrong...
But stocks continue to rise higher and higher...
What's an investor to do?
This week Dan sits down with Tradesmith CEO, Keith Kaplan, to help answer this difficult conundrum...
Before Keith came to Tradesmith, he worked as a software architect for many years...
But despite a great profession, a steady income, and a good head on his shoulders, he struggled with his investments...
During his quest to improve, he was stunned and frustrated with the general lack of available tools and financial literacy most investors have...
Now, he's using his 25 years of experience as a veteran software architect to change that, by providing sophisticated but easy-to-use tools for the everyday retail investor.
During their conversation, Keith talks about some of the mistakes he made early in his investing career, and how his new software aims to eliminate those emotional errors.
He even shows Dan how Tradesmith's software can reduce the risk in your portfolio by simple allocation...
But whether you use Tradesmith – or another system for your "buy" and "sell" signals – Keith and Dan both agree the most important thing is to have a plan and stick to it.
If you're concerned about the possibility of an oncoming bear market, but are still holding stocks, this is a conversation you do not want to miss...
Transcript
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| 0:00.0 | Broadcasting from the Investor Hour Studios and all around the world, you're listening to the Stansberry Investor Hour. |
| 0:11.5 | Tune in each Thursday on iTunes, Google Play, and everywhere you find podcasts for the latest episodes of the Stansberry Investor Hour. |
| 0:20.0 | Sign up for the free show archive at InvestorHour.com. |
| 0:23.9 | Here's your host, Dan Ferris. |
| 0:26.5 | Hello and welcome to the Stansberry Investor Hour. |
| 0:29.1 | I'm your host, Dan Ferris. |
| 0:30.7 | I'm also the editor of Extreme Value published |
| 0:33.4 | by Stansberry Research. |
| 0:35.6 | Today we'll talk with my friend Keith Kaplan from Trade Stops. |
| 0:39.7 | He's the one guy in the world who knows when to sell. |
| 0:42.9 | I always say nobody knows when to sell. |
| 0:44.8 | Keith knows when to sell. |
| 0:46.3 | In the mailbag today, listener Jim called our listener feedback line and left a question |
| 0:50.9 | about defined benefit pension plans. |
| 0:53.6 | Great question. I'll give my thoughts on it. |
| 0:56.4 | And remember, the mailbag is a conversation. So do like Jim did and talk to me. |
| 1:01.1 | Leave a message on our listener. Feedback line 800, 381-2357. Hear your voice on the show. |
| 1:07.9 | For my opening rant this week, I just want to talk about my two-part mission |
| 1:11.9 | for the remainder of my career. For the rest of my career, I'm going to be focused on doing two |
| 1:16.8 | things, and one of them is pretty urgent, in my opinion. That and more right now on the |
| 1:23.1 | Stansberry Investor Hour. I've been at this investment advisory game for 24 years. |
| 1:32.1 | Been writing newsletters and doing podcasts and presentations and speaking in conferences. |
... |
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