Navigating the Stock Market: Strategies for Long-Term Investing Success

In this powerhouse episode of Inspired Money, four acclaimed investment experts—Mike Taylor, Mariko Gordon, Chris W, and David Stein—share decades of insights on navigating today’s complex markets. With real-life lessons from Black Monday to hedge fund pivots and human-centered portfolio design, this conversation offers a rare blend of market wisdom and practical guidance for investors at every level.

🕒 Timestamps 🕒
00:00 - Opening Story: Inspired by Peter Lynch
00:50 - Navigating Today’s Complex Market
01:51 - Episode Overview: Long-Term Investing Strategies
02:16 - Introducing the Investment Expert Panel
04:35 - David Stein: Institutional Experience to Individual Insight
05:44 - Mariko Gordon: Small Cap Pioneer & Advocate
06:29 - Mike Taylor: Hedge Fund Veteran, Pink ETF Mission
07:33 - Chris W: Research-Driven Investment Perspective
09:00 - Segment 1: Value vs Growth vs Dividend Investing
10:11 - David: Asset Allocation & ETFs
12:28 - Mariko: Investing vs Gambling
15:17 - Mike: Strategy Evolution in Hedge Funds
18:44 - Chris: Embracing Mistakes and Long-Term Thinking
28:07 - Segment 2: Fundamentals vs Technicals
29:18 - Mariko: Shifting from Stock Picker to Portfolio Planner
33:16 - David: Understanding Market Drivers
35:06 - Mike: Momentum Dominates Modern Markets
36:57 - Chris: Challenges of Beating the S&P 500
43:05 - Mike: Macro Kinetics and Emerging Markets
45:12 - Segment 3: Diversification and Portfolio Strategy
46:26 - Chris: Tactical Allocation Over Static Models
49:01 - Mariko: Rebalancing with Tax & Emotions in Mind
52:01 - Mike: Personal Book vs ETF Strategy
55:58 - David: Individual Investors Should Think Like Institutions
58:23 - Segment 4: Behavioral Finance & Emotional Control
59:32 - Mike: Emotional Reversal & Book Flipping
1:04:01 - David: Managing Portfolio Check Frequency
1:05:54 - Chris: Headline Avoidance and Calm
1:07:38 - Economic Crisis Concerns & Debt Debates
1:19:44 - Segment 5: Market Cycles and Adaptive Investing
1:23:06 - Mariko: Learning from Black Monday and Complexity
1:26:10 - David: Diversification Beyond the S&P
1:28:44 - Mariko: Community and Human-Centered Resilience
1:30:38 - Chris: MEV System for Investment Decisions
1:34:02 - Mike: Demographic Trends and Hard Assets
1:36:03 - Closing Thoughts and Takeaways
1:38:01 - Panelist Sign-Offs and Final Plugs

🌟 Meet Our Esteemed Guests 🌟

Mike Taylor is the Lead Portfolio Manager of the Simplify Health Care ETF (PINK), the first 100% pro bono ETF with all net profits benefiting the Susan G. Komen Foundation. With over two decades of experience managing long/short healthcare equity portfolios at firms like Citadel, Millennium, and Diamondback Capital, Mike is widely recognized for running one of Wall Street’s top-performing healthcare hedge funds.
https://simplify.us

Mariko Gordon, CFA, CFP® is the CEO of Uzume LLC, where she provides financial planning and consulting services to individuals and families. She previously founded and built Daruma Capital Management into a $2.5 billion firm with a distinctive, non-traditional approach to investing. With over 30 years of experience as a small-cap stock picker, she now helps clients navigate personal finance, entrepreneurship, and life transitions, drawing from her deep expertise in business, investing, and her multicultural heritage.
https://marikogordon.com
https://uzumellc.com

Chris W, Managing Partner and Director of Research at Runnymede Capital Management, previously held roles as a research analyst and Assistant Portfolio Manager at TIAA-CREF. With over two decades of experience, Chris is known for Runnymede's unwavering integrity and distinguished track record in safeguarding clients' assets during turbulent financial times.
https://runnymede.com

David Stein is the founder of Money for the Rest of Us and a former institutional investment strategist who managed billions in assets as Chief Portfolio Strategist at FEG Investment Advisors. He now educates individuals through his top-ranked podcast, best-selling book, and investment tools platform Asset Camp, helping investors build resilient portfolios with confidence and clarity.
https://moneyfortherestofus.com
https://assetcamp.com

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🎥🌍📢 Co-Creating Podcasting Experiences!
Creative Collaborative Media Design
Visit: https://eaglesvision.co.za/

Episode Credits:
Host: Andy W
Animation and Design: Chad Lawrence
Executive Producer / Showrunner / Live Stream Editor: Bradley Jon Eaglefeather

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