Courses

John Carter is author of Mastering the Trade, founder of Simpler Trading, and a long-time trading educator with more than a quarter-century of experience in the industry. A specialist in trading futures and options, he will dive deep into options trading setups and strategies that have proven to be the most consistently successful in market conditions similar to those we’re facing today.

Plus, John will…

• Discuss setups that often produce larger-than-expected market moves
• Review more conservative, income-type trades
• Explain how to benefit from ongoing inflation—and offer tips for building a trade watch list
• Detail how his “Squeeze Indicator” works and why the tool can help enhance your returns
• Unpack the reasons why volatility can be your best friend, why options are the best trading vehicle on the planet right now, why down markets are better than up markets, and how to make successful trades on your phone while you’re at work

Finally, John will review setups that can be taken the next trading day. It’s hard-hitting, powerful, and ACTIONABLE trading help from one of the industry’s longesttenured educators—and it’s waiting for you in Sarasota.

The greatest investors understand that superior returns are not created by constantly trading. They’re created by making better decisions and having the emotional discipline to stick with them.

In this comprehensive class led by Robert Daugherty, founder of Endowment Assurance Corporation, you’ll explore the psychology behind successful long-term investing and why some investors consistently compound wealth while others repeatedly buy high, sell low, chase performance, and allow fear, greed, ego, and impatience to destroy otherwise good decisions. Drawing on the principles behind Generational

Compounders, he’ll teach you…

• How founders and family-owned businesses think differently from the typical market participant
• What can happen to your investment returns if you learn to think more like an owner and less like a trader
• How to recognize your own emotional patterns, understand the psychological forces that influence investment decisions, and develop a framework for separating temporary market volatility from permanent changes in value
• Why the best owner-operators often ignore the market’s short-term scorecard and how you can adopt the same mindset
• The behavioral advantages of investing in founder-led and family-controlled companies—including patience, alignment of incentives, concentrated decisionmaking, culture, stewardship, and long-term capital allocation

Ultimately, this is a class about using psychology as an investment advantage. You’ll leave with a practical framework for building a portfolio designed not merely to generate returns, but to compound wealth across decades.

As the founder of Michael Lee Strategy, Michael Lee has been one of the industry’s earliest, most-accurate experts on the AI and tech industries. Several of the stocks he identified for past MoneyShow attendees went on to rack up large profits. Now, he will share his latest insights and recommendations on how to profit from the AI boom with YOU in Sarasota.

Specifically, he will…

• Start with the basics and then transition to the complex details of the largest technology trend in history
• Walk you step-by-step through how the technology works—and which stocks participate in the various links of the AI supply chain
• Cover everything from semiconductor and software companies to hyperscalers and AI infrastructure providers
• Share his favorite profit strategies and recommendations for the coming year…and answer any and all questions you can throw at him

You’ll won’t just walk away with a clearer understanding of the AI industry. You’ll get timely and actionable portfolio recommendations—from one of the nation’s foremost experts on AI technology and the companies that power it.

Gramza Capital Management president Dan Gramza has served as an international trading educator and consultant for decades. In fact, he has presented courses to traders from over 37 exchanges, 450 institutions, four regulators, and 35 countries. Now, in this deep-dive course, he will teach you how he defines four major fundamental categories that provide powerful insights into market price action—expected fundamentals, anticipation fundamentals, reality fundamentals, and shock fundamentals.

Then he will…

• Explore how these four fundamental categories typically create a particular market response—and how to trade the outcome
• Show you how correctly reading these fundamental clues can provide you with a guideline to your trading strategy implementation
• Teach you the step-by-step methodology of his Behavioral Japanese Candle Analysis, a proprietary strategy for trading
• Apply his unique way of trading to six sectors and 22 current live markets, exploring what’s happening in those markets now and where they’re going next.

Whether you’re new to trading—or have years of experience—Dan’s exclusive course will provide you with new tools and opportunities to improve your results. Be sure to bring your most pressing trading questions, too, because Dan will spend plenty of time answering them to your complete satisfaction.

Tammy Marshall is an accomplished trader and trading educator whose methodology is so actionable and unique, she’s been dubbed the “Fibonacci Princess.” In this hands-on course, she will teach you everything you need to know about Fibonacci analysis – and how it can help to control and manage your trading risk. Specifically, she will use her skills to help you learn….

• Why Fibonacci analysis should be an important part of your trading plan
• How to use Fibonacci levels to set up trades and define your risk
• How Fibonacci can also help identify entries, stops, and targets
• How to draw your own Fibonacci levels
• What real-life setups you can identify in virtually any market environment

No serious trader should pass up this opportunity to learn from an expert practitioner — one who uses Fibonacci analysis each and every trading day.

For investors transitioning to retirement, generating a reliable income stream from a taxable account requires a structured approach. Now, endowment advisor and chief economic strategist Wayne McDonell of TRADARS Analytics will detail how to apply institutional portfolio frameworks to private accounts. The long-time forex/futures trader, former venture capitalist, and founder of a powerful AI-driven analytics platform will also…

• Walk you through the three operational stages of building your personal endowment
• Explain why you have to 1) Compound the baseline Net Asset Value (NAV) for long-term preservation, 2)
• Structure systematic income distributions to fund retirement lifestyles, and 3) Execute tax-efficient strategies aimed at prioritizing long-term capital gains over higher short-term ordinary income tax rates
• Review methods for managing volatility while positioning capital for sustainable, tax-aware retirement cash flows without relying on institutional tax exemptions

Many investors are looking for greater income from their portfolios. This course will ensure yours delivers what you need, when you need it to enjoy a more comfortable retirement.