YouSaid · the spoken record

Charles Rotblut

lines on the record
68
first
2016-05-06
most recent
2016-05-06
sittings or episodes
1
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podcast

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  1. “Yeah, we actually decades out of whack. Yeah, we actually, in our dividend investing portfolio, we actually adjusted the numbers and thought, okay, what if we start out when rates first started being raised back, I guess, 20 years ago? I'm sorry, when rates started peak, they started coming back down from 1982. And we looked at the cape from there. And based on that measure, it's about average. So if you figure, okay, we're in a low interest rate environment, it makes sense. If you really are convinced the Fed's going to raise rates and every four grade.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “You know, I think they're fairly valued when you look at it. Obviously, the big question is, do we get earnings and revenues growth? Some people can point to Cape saying, well, that's out of whack.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “Yeah, and the beauty of it is two things A, you're buying low, selling high, a proven strategy, but you're also giving yourself back that sense of control where, okay, this is going on and here's something I can actually do and I know why I'm doing it. And that alone from an emotional standpoint, I think can help people a lot. It's certainly not the only way, but I like it from a behavioral standpoint.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “You know, I think that's where it ties into weight loss, where they talk about trigger, something that prompts you to eat. And I think people need to be aware what prompts you to trade and setting up barriers. I personally advocate for rebalancing because I think when you are scared or where you're feeling greedy, it gives you a positive emotional outlet taking your portfolio back to your targeted allocation.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “Yeah, you know, I think if you change probably 700 words in that whole book, reprinted in 2000, you would have thought it was about the tech bubble.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “Yeah, absolutely. And, you know, it's just human nature, and we have very short histories. We have volumes of market history. Anyone can pick up security analysis and read about what happened leading up to the Great Depression. But, you know, next.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  7. “Yeah, unfortunately, I think so. We just tend to be greedy by nature. We tend to be risk adverse, and everyone thinks, well, risk aversion means I'm afraid to lose money, but it also means you're afraid of not making money when you see everybody else making money.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  8. “Happened previously, but it's mostly prior to 2000. And so now over the last year, we've had several readings with it being unusually high. And kind of, I want to let things play out to say, do we now see this correlation pop up again? It's not causal, but there's certainly a correlated link between sentiment being very off. And the market's changing direction.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  9. “Yeah, and the other thing that's interesting, and I'm curious to see what's going to happen now because we've seen it a lot over the last 12 months. But when neutral sediments way above its average, that's also been correlated with rising markets.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  10. “It's 87 And we've seen over time when New York Peaks bullish sentiment hits very high levels during bear markets hits very low levels, March 5th, 2009, right at the very bottom of the bear market. Bullish sediment was below 20%. And what's interesting about is everyone focuses on the weekly changes, but it's really when it's way off kilter, when it's just way beyond the averages, that's when you have to pay attention, particularly bullish sentiment. When I've looked at it, eliminated all hindsight, when you see bull sentiment at an unusually low optimistic level”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  11. “Sure. So we started this in 87 and we ask our members a very simple question over the next six months, I feel the market will be up, bullish, unchanged, neutral, down bearish. And we've tried this weekly and we've seen”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  12. “You know, I think it's really panicking and selling at the wrong time, panicking when there's a bear market, panicking when there's a market correction, because when people do it, they just tend to stay out of the market too long and they basically lock in losses and miss out on the chance to recoup those losses.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  13. “You know, I'd like to do that. I think it's always going to be hard because people are always being torn in different directions. There's always going to be services. Do this now to make money. Do that now to make money and just the pure emotions. When I speak, one of the very first slides I show actually has a quote from Charlie Ellis who said, as in driving the secret to success is avoiding the big mistakes. And I tell people, if you want to make a lot of money in the markets, just don't screw up. And if you avoid those behavioral errors that cause you to make a big mistake, that's going to put you light years ahead of the game, but it's easier said than done.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  14. “You know, there really isn't one. I mean, Morningstar and us do overlap. We have some competitive products, but then we have a lot of people from the organizations. I think Christine Benz talks to more of our members than I do. But better investings out there, they do education, though they're more focused on investment clubs. And they have their own stock picking system. We're really the only organization.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  15. “While we care about individual investors, our average member is in the 60s, a fluent college educated, and that's really demographic if you touch a morning star about their consumer division, a look at various investment newsletters. It's all pretty much the same demographic. And I would love to get people in their 20s and 30s involved because we could help them so much at such a young age. But in general, even when I said invest tools in Zachs previously, it always tended to be older men who actually had built wealth over their life for their careers. That tends to be the key demographic for really any individual investor type of newsletter or service.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  16. “Yeah, it is. We don't make any market forecasts. We actually think people overall are better off if they just didn't make any forecasts because the tendencies that have this confidence, oh, I'm saying this with ISIS. I'm saying this with China. Worry about Janet Yellen. And the reality is. Doesn't matter what the market's going to do next week, it really matters when you're 90. Do you still have cash in your account that you can live in? And it's very hard for people to lose sight of that because that doesn't necessarily grab headlines. But as an individual investor, your goal is to really get to your last day and still have at least a dollar in your bank account.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  17. “Yeah, we actually started in the 1970s. We were actually started by Jim Klunen, who was a professor at DePaul, and he's still at the office, saw him on Monday.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source

  18. “Well, I start off by just saying my magazine editor, and that, of course, lets you well, what magazine and who publishes that. So kind of give a long answer. But main job as I am the editor of the AAI journal, which really compels, really, really is a matter of providing information about how do you invest better. So we do a lot of stuff in-house. I reach out to a lot of smart people on Wall Street. But in addition to that, we're focused on investor education. And part of the way we do that is we provide different model portfolios. We have stock superstars report which invests in different types of strategy. So we're diversifying by strategy growth value and not only by industry, a dividend investing portfolio. We're also known for our microcap portfolio, which is run by our chairman, Jim Clunen at Invest in Microcap Stock. So part editorial, part portfolio management, and also just a lot of speaking to people.”

    2016-05-06 · Masters in Business · Interview With Charles Rotblut: Masters in Business (Audio) · IDENTIFIED FROM THE TRANSCRIPT · source