Popular Speaking Topics

The Mindful Investor and the Mindless Investor

"You are what you do, not what you say you'll do." In this session, we'll apply this quote from psychologist Carl Jung to our investing process. The mindless investor blindly chases performance, struggles to manage overwhelming amounts of information, and falls victim to whatever eye candy pops up on their screens. The mindful investor is thoughtful and intentional about how they spend their time, how they prioritize their efforts, and how they use technical analysis tools to minimize behavioral biases. You'll leave this discussion with specific tools and techniques to improve your mindset, upgrade your market awareness, and work smarter not harder!

Seven Questions to Ask Before Every Trade

Pilots are taught to use a checklist for every process performed in the cockpit, allowing them to minimize emotional reactions and focus on the evidence.  Investors should use the same approach to improve consistency and inject more discipline into the investment process!  In this session, Dave will share his own technical analysis checklist and use current market examples to demonstrate how investors can maximize returns, minimize behavioral biases, and better manage downside risk.

Better Routines Mean Better Decisions

What’s the first market-related item you look at every day?  How and when do you consume financial media?  How do you deal with the firehose of information available to market participants?  Mindful investors follow a disciplined process to gather information and develop an investment thesis.  In this behind-the-scenes session, Dave will walk attendees through his daily, weekly, and monthly chart routines to demonstrate how you can improve your understanding of asset rotation and identify investment candidates by sticking to a disciplined process of market analysis.  You will leave with actionable ideas to upgrade your process and invest with intention.