--- title: "\"Timeless Advice from Thomas Samuelson.\" Interview on Smart Money Circle with Adam Sarhan" description: Vineyard Global Advisors' CIO Tom Samuelson shared his insights and risk-managed investment philosophy with Adam Sarhan on his Smart Money Circle Podcast. image: https://blog.vineyardglobaladvisors.com/hubfs/ft-img-tom-samuelson-interview-on-smart-money-circle-podcast.jpg --- [![Vineyard Global Advisors](https://blog.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_transparent.png?width=250&height=87&name=Vineyard_GlobalAdvisors_logo_transparent.png "Vineyard Global Advisors")](https://www.vineyardglobaladvisors.com/) - [Home](https://www.vineyardglobaladvisors.com) - [Our Firm](https://www.vineyardglobaladvisors.com/our-firm) - [Philosophy](https://www.vineyardglobaladvisors.com/our-philosophy) - Strategies - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies) - Equity Alpha - [Quantitative Value](https://www.vineyardglobaladvisors.com/quantitative-value) - [Quantitative Growth](https://www.vineyardglobaladvisors.com/quantitative-growth) - [Sector Rotation](https://www.vineyardglobaladvisors.com/sector-rotation) - [Style Flex](https://www.vineyardglobaladvisors.com/style-flex) - [Optimized Equity Alpha](https://www.vineyardglobaladvisors.com/optimized-equity-alpha) - [Enhanced S&P 500](https://www.vineyardglobaladvisors.com/enhanced-500) - Income - [Russell 3000 Enhanced Dividend](https://www.vineyardglobaladvisors.com/russell-3000) - [Dynamic Yield](https://www.vineyardglobaladvisors.com/dynamic-yield) - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-income) - [Global Fixed Income](https://www.vineyardglobaladvisors.com/global-fixed-income) - Asset Allocation - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series) - [Allocation Plus Series](https://www.vineyardglobaladvisors.com/allocation-plus-series) - [ETF Advantage Series](https://www.vineyardglobaladvisors.com/etf-advantage-series) - Insights - [Market Commentary](https://blog.vineyardglobaladvisors.com/commentary) - [Quarterly Webinars](https://blog.vineyardglobaladvisors.com/commentary/tag/webinars) - [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news) - [Blog](https://blog.vineyardglobaladvisors.com/blog) - [For Advisors](https://www.vineyardglobaladvisors.com/wealth-advisors) - Contact - [Contact Us](https://www.vineyardglobaladvisors.com/contact-us) - [Request for Proposal](https://www.vineyardglobaladvisors.com/request-for-proposal) ![VGA_Hero](https://blog.vineyardglobaladvisors.com/hubfs/VGA_Hero.jpg) [Media](https://blog.vineyardglobaladvisors.com/blog/tag/media) | [In The News](https://blog.vineyardglobaladvisors.com/blog/tag/in-the-news) | 2 min read # "Timeless Advice from Thomas Samuelson." Interview on Smart Money Circle with Adam Sarhan Written by [VGA Investment Team](https://blog.vineyardglobaladvisors.com/blog/author/vga-investment-team) Aug 9, 2023 1:56:35 PM ![Tom2](https://blog.vineyardglobaladvisors.com/hs-fs/hubfs/Tom2.jpg?width=227&height=227&name=Tom2.jpg) ## "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](https://podcasts.apple.com/us/podcast/timeless-advice-from-thomas-samuelson-cfa-cmt-cio-of/id1482324120?i=1000622307598) 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. * [Enjoy other podcasts from Smart Money Circle...](https://podcasters.spotify.com/pod/show/smartmoneycircle/episodes/Timeless-Advice-From-Thomas-Samuelson--CFA--CMT--CIO--Of-Vineyard-Global-Advisors-Over-500M-AUM-e27c3e7) Host: [Adam Sarhan,](https://www.linkedin.com/in/adamsarhan/) [Smart Money Circle](https://podcasts.apple.com/us/podcast/timeless-advice-from-thomas-samuelson-cfa-cmt-cio-of/id1482324120?i=1000622307598) Guest: [Tom Samuelson, CIO of Vineyar](https://www.vineyardglobaladvisors.com/our-firm/thomas-samuelson)[d Global Advisors](https://www.vineyardglobaladvisors.com/our-firm/thomas-samuelson) [![View Our Strategies](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/0f0d02a1-ab92-4994-b098-68cb6f2bae33.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/0f0d02a1-ab92-4994-b098-68cb6f2bae33) [![Contact Us Today](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/542864bc-0da7-4a08-9f27-df9bac129224.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/542864bc-0da7-4a08-9f27-df9bac129224) Investment advisory services are provided through Integrated Advisors Network, LLC (“Integrated”) a registered investment advisor. Registration does not imply a certain level of skill or training. Vineyard Global Advisors, LLC is a practice group of Integrated. The opinions expressed herein are those of Vineyard Global Advisors and are subject to change without notice. This material is not financial advice or an offer to sell any product. Forward-looking statements cannot be guaranteed. This document may contain certain information that constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “expect,” “will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable terminology. No assurance, representation, or warranty is made by any person that any of Vineyard’s assumptions, expectations, objectives, and/or goals will be achieved. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future. Vineyard Global Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. *Investment advisory services offered through Integrated Advisors Network, LLC (“Integrated), a registered investment advisor. Vineyard Global Advisors is a DBA of Integrated.* Investors cannot invest directly in an index. There is no guarantee that the investment objectives will be achieved. Moreover, past performance is not a guarantee or indicator of future results. Does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Integrated is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Business is only transacted in states in which it is property registered or is excluded or exempted from registration. A copy of Integrated's and VGA's current written disclosure brochure filed with the SEC which discusses among other things, business practices, services and fees, is available through the SEC's website at: [www.adviserinfo.sec.gov](https://adviserinfo.sec.gov/?utm_campaign=advisor%20blog%20notices&utm_source=hs_email&utm_medium=email&_hsenc=p2anqtz-_vpysuhnv4rc3vj_dwz7lfh1rhhvpg9b9prvrlvy2m14u-a7zh16kobozkhnzfjzjma367) Previous [← "I’m a Financial Advisor: Here Are the 7 Smartest Money Risks To Take." -Interview with Tom Samuelson in Go Banking Rates](https://blog.vineyardglobaladvisors.com/blog/seven-smartest-money-moves) Next ["Talking Technicals." Interview with Kendall Dilley on Money Life with Chuck Jaffe →](https://blog.vineyardglobaladvisors.com/blog/kendall-dilley-money-life-with-chuck-jaffe) ## You May Also Like These Perspectives on Media [![ft-img-new-bull-market-1](https://blog.vineyardglobaladvisors.com/hubfs/ft-img-new-bull-market-1.jpg)](https://blog.vineyardglobaladvisors.com/blog/money-life-with-chuck-jaffe-kendall-dilley-11-22-24) [Media](https://blog.vineyardglobaladvisors.com/blog/tag/media) ### [Kendall Dilley, CFA, CMT on Money Life with Chuck Jaffe](https://blog.vineyardglobaladvisors.com/blog/money-life-with-chuck-jaffe-kendall-dilley-11-22-24) Dec 4, 2024 8:50:35 AM | 1 min read [![ft-img-seven-best-commodity-stocks-to-own](https://blog.vineyardglobaladvisors.com/hubfs/ft-img-seven-best-commodity-stocks-to-own.jpg)](https://blog.vineyardglobaladvisors.com/blog/tom-samuelson-on-morning-live-trade-october-16th) [Media](https://blog.vineyardglobaladvisors.com/blog/tag/media) ### ["Amazingly Resilient" Markets Before U.S. Election - Tom Samuelson, CFA, CMT, on Schwab Network's Morning Trade Live.](https://blog.vineyardglobaladvisors.com/blog/tom-samuelson-on-morning-live-trade-october-16th) Oct 17, 2024 8:51:22 AM | 1 min read [![video-thumbnail-the-winemaking-analogy](https://blog.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-the-winemaking-analogy.jpg)](https://blog.vineyardglobaladvisors.com/blog/harvesting-success-the-philosophy-of-vga) [Media](https://blog.vineyardglobaladvisors.com/blog/tag/media) ### [Harvesting Success: The Philosophy of Vineyard Global Advisors](https://blog.vineyardglobaladvisors.com/blog/harvesting-success-the-philosophy-of-vga) Dec 6, 2023 2:42:58 PM | 2 min read ### Subscribe to Vineyard Commentary ![Vineyard_GlobalAdvisors_logo_white](https://blog.vineyardglobaladvisors.com/hs-fs/hubfs/Vineyard_GlobalAdvisors_logo_white.png?width=200&name=Vineyard_GlobalAdvisors_logo_white.png) 9800 Mt. 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[Call To Action 01](http://crawfordinvestment-8881895.hs-sites.com/) [Call To Action 02](http://crawfordinvestment-8881895.hs-sites.com/) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://blog.vineyardglobaladvisors.com/media-transcripts/183508235686/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://19651629.fs1.hubspotusercontent-na2.net/hubfs/19651629/11.22.24_Kendall%20Dilley.mp4", "dateModified" : "2025-10-31T16:25:45.432Z", "duration" : "PT7M47S", "height" : 1082, "name" : "11.22.24_Kendall Dilley", "thumbnailUrl" : "https://19651629.fs1.hubspotusercontent-na1.net/hubfs/19651629/11.22.24_Kendall%20Dilley.mp4/medium.jpg?t=1761927945432", "uploadDate" : "2024-12-04T15:47:44.024Z", "width" : 1502 } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://blog.vineyardglobaladvisors.com/media-transcripts/148048321559/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://19651629.fs1.hubspotusercontent-na2.net/hubfs/19651629/Video/vga-the-winemaking-analogy.mp4", "dateModified" : "2025-10-31T16:20:29.472Z", "duration" : "PT2M14S", "height" : 2160, "name" : "vga-the-winemaking-analogy", "thumbnailUrl" : "https://19651629.fs1.hubspotusercontent-na1.net/hubfs/19651629/Video/vga-the-winemaking-analogy.mp4/medium.jpg?t=1761927629472", "uploadDate" : "2023-12-01T01:20:21.904Z", "width" : 3840 } ```