Equity investing is about the way things are, not the way things should be

Rob Isbitts runs Sungarden Investment Publishing and today discusses why the easy money era is over (1:35). Navigating market risk with offense and defense (4:00). Building a 40-name portfolio and the strategy behind it (6:05). Using options as a retail investor (24:20).Show Notes:Dow: Where Long-Term And Short-Term Investing Collide60/40 Investing: A Forward-Looking Analysis3M: Perfect Example Of Why Stock Ratings Are OverratedPortfolio Construction, Options And Covered Call ETF VulnerabilityEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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Seeking Alpha's deep dive stock analysis and topical takes on the market with top analysts and industry experts.Transcripts: seekingalpha.com/author/investing-experts-podcast