"Timeless Advice from Thomas Samuelson." Interview on Smart Money Circle with Adam Sarhan

Aug 9, 2023 12:56:35 PM

"Timeless Advice from Thomas Samuelson." Smart Money Circle Podcast Interview with Vineyard Global Advisors Chief Investment Officer Tom Samuelson, CFA, CMT

From investment philosophy to life lessons about valuation and market trends, Tom Samuelson joined Adam Sarhan on Smart Money Circle to share his unique perspective and professional experiences.

Tom's knowledge and expertise building risk-managed investment strategies offers valuable insights for investors. By grasping the math of volatility, focusing on valuation, and utilizing fundamental and quantitative analysis within a risk-managed framework, investors can better position themselves for long-term success in navigating unpredictable markets.


Tom Samuelson's Journey from the Energy Sector to Vineyard Global Advisors' Chief Investment Officer

From his early days in the energy sector to becoming Chief Investment Officer at Vineyard Global Advisors, Tom has developed and refined his investment philosophy and approach over time, focusing on risk management techniques that offer investors peace of mind through steadier returns over time and a lower highs, higher lows philosophy.

How a Multi-Layered, Risk-Managed Investment Approach Flexes Against Changing Market Backdrops

Vineyard Global Advisors' investment strategy involves quantitative analysis, carefully considered sector weightings, hedging and flexible equity exposures, and a combination of fundamental and technical disciplines. Tom emphasizes the importance of understanding the market's discounting mechanism and anticipating trends early. In addition, rating market backdrops from max bear to max bull enables VGA strategies to adjust to shifting market conditions to protect equity exposure and allow greater market participation when backdrops are favorable. 

Why Paying Close Attention to Risk and Valuations is Essential

Investors tend to jump on burgeoning trends like artificial intelligence, which carries tremendous growth potential over the next several years. Yet, investors should pay close attention to risk and valuations to avoid overvalued assets and bubbles. Drawing parallels to the Internet era, Tom advises investors to remain cautious and adaptable. 

Evolving Strategies that Move at the Speed of Markets

As markets move faster due to algorithmic trading and central bank interventions, the need for flexibility and refining risk models to align with evolving market conditions becomes essential. 

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Host: Adam Sarhan, Smart Money Circle

Guest: Tom Samuelson, CIO of Vineyard Global Advisors

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