Wall Street Blind Spots… Old School Investing Still Works…
Release Date: 03/06/2026
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Dan Passarelli joins us to share his best billionaire investing secrets as he takes us on his journey from trading on the Chicago Board Options Exchange floor to becoming an educator. He explains how options have evolved from a niche tool into a widely used strategy for investors seeking to both reduce risk and enhance returns. He emphasizes that while traditional diversification helps manage volatility, options can further “tilt the scale” by generating income and smoothing returns. We explore the common misconception that options are purely speculative, highlighting instead their...
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Investing In Real Estate With AI Science
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War Updates… Patience and Caution
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The War IMPACT on the US Economic Cycle... Not What You Think
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Today we talk the war impact on the US Economic cycle. Global uncertainty is distorting market behavior and the gap between perception and reality, particularly in areas like oil supply, emphasizes that prices, not narratives, are the most reliable signal. We explore rising oil prices, shifting interest rates, and a flattening yield curve, while stressing the importance of adapting investment theses as new information emerges rather than clinging to outdated views. We also talk sector performance, valuation concerns, global energy vulnerabilities, and how different economies are reacting to...
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Marc Walton shares his journey from running traditional businesses in the UK to working in forex trading. His investing work expands across forex, crypto, and global markets, emphasizing the importance of adaptability and recognizing market cycles. We talk how institutional players like Wall Street often manipulate narratives and markets, creating opportunities for informed investors who understand positioning and sentiment. Marc highlights key areas of opportunity he sees today, including gold and silver, rare earth metals, uranium, energy, and select crypto assets. We also explore skepticism...
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War… What is Happening in the Markets
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What is happening in the markets right now? Today we focus on how war, geopolitical uncertainty, and shifting economic conditions are driving unusual market behavior. Markets are increasingly reacting to narratives, sentiment, and positioning rather than clear fundamentals. There is a repeating weekly pattern of short-term gains followed by declines, emphasizing that market reactions are the most reliable signal of truth amid widespread misinformation. Rising oil prices are fueling short-term inflation expectations and inflation may ultimately prove temporary unless conflict persists. We also...
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WAR… And No Market Crash… Is That Bullish or Bearish… Let’s Find Out
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WAR… and no market crash… Are we in a bear market or a bull market? Rapidly shifting narratives, once centered on a soft landing, rate cuts, and strong consumers, have been disrupted by war, oil volatility, and weakening economic data, creating widespread uncertainty and “busted brackets” for investors. Markets are behaving irrationally, often reacting more to expectations and propaganda than clear fundamentals, making prediction unreliable and reinforcing the importance of scenario-based thinking rather than conviction. There will either be a quick end to the conflict that could drive...
info_outlineJose Mayora, author of Wall Street’s Blind Spots, a new book about the realities of value investing in a market dominated by mega-cap growth stocks, explains that true value investing is not about low P/E ratios but about buying businesses at a meaningful discount to intrinsic value.
He emphasizes disciplined, bottom-up research, geographic and sector diversification, and concentrated portfolios to uncover overlooked opportunities. We also explore the psychological challenges of investing through crashes and euphoric markets, the tension between patience and performance when managing other people’s money, and the risks of over-investment.
We discuss...
- Jose Mayora shares his background in investment banking, economics, earning the CFA, and co-founding DeVita Valley Growth Fund with a disciplined value-oriented philosophy.
- The discussion highlights how traditional value strategies have lagged during the dominance of mega-cap tech stocks, particularly the “Magnificent Seven,” over the past decade.
- Mayora emphasizes that avoiding high-multiple stocks purely on valuation optics can cause investors to miss strong businesses compounding at high rates.
- The conversation underscores the importance of remaining impartial and avoiding confirmation bias from sell-side research, headlines, or popular narratives.
- Mayora argues that concentrated portfolios of 10–16 positions are more realistic for true value investing, as finding dozens of genuine bargains in expensive markets is unlikely.
- We examine how broad market crashes create opportunity because markets become indiscriminate, often punishing high-quality companies alongside weaker ones.
- Historical examples like Google during the 2008–2009 crisis illustrate how strong businesses temporarily trade at compelling valuations during downturns.
- The psychological challenge of buying low-quality “junk” stocks for sharper rebounds versus sticking with durable high-quality companies is debated.
- They discuss how long recoveries—such as after the dot-com crash—can test investor patience even when valuations are compelling.
- Mayora explains that maintaining close communication and philosophical alignment with investors helps navigate inevitable periods of underperformance.
- They debate missed opportunities in large-cap tech and the difficulty of staying disciplined when high-momentum stocks dominate returns.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Douglas Heagren | Mergent College Advisors
- Marc Walton | MarcWalton.com
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For more information, visit the show notes at https://moneytreepodcast.com/wall-street-blind-spots-jose-mayora-796