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 Collide 60/40 Investing: A Forward-Looking Analysis 3M: Perfect Example Of Why Stock Ratings Are Overrated Portfolio Construction, Options And Covered Call ETF Vulnerability Episode transcripts For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions