Aaannnddd…. welcome to the Lifestyle Trading 101 Podcast. We are  approaching the end of July and have recently been on fire with our trade calls. This doesn’t always happen but we’ve been many many weeks of calling the markets correctly and trading it profitably.

Overview

This past month or two has been incredible and everything from the Brexit crisis or crash, stock market crash, which we’ve predicted ahead of time saying that it could be a buying opportunity. And then, indeed, the market went straight up since then for 2-3 weeks in a row. Over July 4 weekend, the metals exploded to the upside and, since then, for 3 weeks it basically just trended down until we had this Fed day today, as really the best buying opportunity. And we do think there’s more upside to gold and silver. Long-term, we think it’s very good.

Fed Day: Wednesday July 26, 2016 (Photo by Mark Wilson/Getty Images)

Brexit aftermath end of July into July 4 wkend and some more.

Guest Introduction: Peter

Silver Surfer: Today we have a special guest, actually my brother Peter, whose account I’ve actually been trading since the beginning of this year – January 2016. It’s currently end of July going into August and we’ve had some incredible returns. Of course I’ve got to mention the downsides. There were times when we were down quite a bit.

Like many of you, Peter has been following the blog, listening to the podcast, really from an outsider perspective. Not completely understanding exactly what i’m doing. But curious. And so I thought it’d be interesting to get his perspective on perhaps he can ask some of the questions that some of you may have and that can help all of our listeners to better understand what it is that we’re doing here at LifestyleTrading101. And what you can do to make money, $1k every week, which is the goal of our site.

Peter: Yeah, so this is Peter here. I’m SilverSurfer’s brother, followed his investment blog and trades from the very beginning. There is just one thing I want to bring up first before I continue further. And that’s related to what I’m allowed to say and versus what I’m allowed to say.

Legal Disclaimer:

Due to regulations related to the Investment Advisers Act of 1940 – I’m not allowed to talk about my client experience being positive because testimionials/endorsements by definition are selective — usually filtering out the negatives and showing only the positives to the public. Further, my experience is not necessarily indicative that future experience will be similar — that past success would mean future succes s. That’s just not necessarily the case in trading and regulators don’t want want investment advisers to suggest this in any way.

It’s unfortunate because as a small investment fund, there’s no way we can effectively encourage others to check us out if we don’t point to the successes. But on the regulation side — I can understand why the regulators want to protect investors — nothing in trading is a guaranteed success. Failures inevitably come.

As such, there’s a lot I can’t say today. But here’s what I think I can say today:
1) I can talk about my background as a more in-depth introduction
2) I can discuss / ask questions about the investment strategy
3) I can talk about transformation of this success into an investment fund – that once created will be regulated by the Investment Advisers Act of 1940.

That’s about it. I have to avoid my personal client experience so that’s what I’ll do here today.

====Peter: A little bit about me. Besides being the brother here and providing some capital to invest, I’ve been involved in consulting, in investment banking in mergers and acquisitions.So after my years working as an investment banking analyst, I was a teaching assistant at breakingintowallstreet.com, which has a sister blog called mergersandinquisitions.com and these two sites together help train financial analysts to-be to learn financial modeling, understand wall street, and succeed in their careers.So my perspective for this podcast is coming from someone who has the financial background, in finance and wall street.

Investment Strategy Q&A

Peter: So that’s a little about me. Moving onto topic #2, the investment strategy topic. Yes, I really had a hard time understanding what this was from the very beginning. But over time, it kind of cleared out to me. I basically comprehended it to be two strategies involved. One is a conservative strategy that is having these consistent weekly wins with a pretty good percentage hit ratio, more than 75% and, recently, closer to 90% maybe even more.And, a more aggressive strategy that had more risks to it and certainly the funds you helped me manage basically had some great wins and some risky periods, but those are all from the risky trades. From the outsider perspective, some things like “option spreads” I only have preliminary understanding of. When you mention things like “oh, $1K here..” – i don’t really understand that. Is it $1k every week? What’s the tradeoff? What’s the maximum loss you can have there?As I gathered understanding over time, this is usually based on a $20k account, so when you’re talking about $1k weekly wins, you’re actually talking about 5% gains per week. And if that hit ratio continues to be successful 4 times in a row, you’re talking about 20% monthly returns. And, that starts to be come crazy because, seriously, you’re beating S&P and everyone else at a such a large ratio. So I’m looking at this and saying, why don’t we try to scale this thing so we have a larger capital base. Do you think you can actually take your trades at scale and generate 20% on a much much larger base.Silver Surfer: Yes, those are all really really good questions. And for listeners out there, so basically, I’ve been trading Peter’s account with a very very extremely aggressive strategy. And usually the alerts I send out are actually what I consider “conservative”. So when I go through a lot of aggressive trades through Peter’s account and then I find this one opportunity has a really good “risk to return ratio”, that’s when I alert a high probability trade out to my alerts. So I call that our trade of the week. And that trade of the week is usually based on — if we trade futures contract, e-mini SP500 futures contract, that’s basically …[15 min more, download the podcast and listen to the whole thing]

Investment Fund Creation Q&A

[10 more min — Exploring some exciting next steps. Listen to it in the podcast link above! Download it to your mobile phone podcast]If you’d like to learn more about the markets, check us out at www.lifestyletrading101.com – subscribe to our newsletter and sign up for our trade alert service SilverSurferTrades – where we send high probability  trade alerts sent right to your mobile phone that aim to make $1,000 every week using weekly options and futures on the S&P500. It doesn’t always happen, but that’s our goal every week. You can also subscribe to our YouTube channel for free video lessons and trade recaps. Signing off this is SS, Best of luck trading and may the waves be with you. I’ll see you guys in the next episode.

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