- Looking for a fresh, systematic, quantitative approach to trading the markets in the new year?
- Wayne will demonstrate how isolating the mathematical relationships of assets – and leveraging 20 years of seasonality analysis of their flows – can help allocators like you gain a framework based purely on hard macro data
- Plus, he’ll help guide you to optimal cross-asset positioning through 2027 in stocks, gold, currencies, and Bitcoin
Both high-volume traders and occasional dabblers have an enormous amount of information, technology, and profit opportunities at their fingertips today. But how can you best capitalize on AI-based trading strategies, prediction markets, 0DTE options, single-stock leveraged ETFs, after-hours and over-the-weekend crypto opportunities, and more? Four traders who use these tools with their own capital discuss what belongs in a retail account and what does not. Bring questions.
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.