In today’s episode, Rusty and Robyn talk to Ken Sleeper, Co-Founder and Managing Director of Sierra Investment Management.

Ken has been the industry’s go-to expert for advanced risk and portfolio management for decades. Unswayed by hype, Ken is known for making company decisions based on relevant information and remaining firm in his choices. 

Ken talks with Rusty and Robyn about the secret behind Sierra’s decades of success, tactical rules-based investing, and the current market outlook on income, equity, and cryptocurrencies.

"There are almost too many points of view—what we need to have is a cohesive strategy and not react to the latest talking head or the latest point of view. Having a strategy that gets implemented on a daily basis is so important." ~ Ken Sleeper

Main Takeaways 

• Clients come first. The secret to staying on top is knowing what your firm is good at and sticking to it. 
• The three main asset classes at this point are income, equity, and cryptocurrencies. Always think about your level of knowledge about your investment, your risk exposure, and your resources.
• To be a great financial advisor and investor, you have to be tactical. Learn from others’ mistakes and keep your eyes on the market, but don’t make quick decisions because of hype.

Links

• Ken Sleeper
• I Won't Back Down by Tom Petty
• Ocean Park Asset Management
• Sierra Investment Management
• Market Wizards: Interviews with Top Traders by Jack D Schwager
• Manias, Panics, and Crashes: A History of Financial Crises by Charles P. Kindleberger
• Investor's Business Daily
• The Wall Street Journal
• Reddit

Connect with our hosts

• Rusty Vanneman
• Robyn Murray

Subscribe and stay in touch

• Apple Podcasts
• Spotify
• Google Podcasts

1915-OAS-6/28/2021