Education

Welcome to the most comprehensive, in-depth educational lectures on trading, investing and portfolio management available anywhere in the world. The educational lectures are on-demand HD video with downloadable PDFs and other supplementary content.

Introduction to Trading & Portfolio Management - Beginners

Launched in 2025 - This lecture series is created around the basic principles of trading and portfolio management but framed to fit smaller portfolios and beginners. This is a foundational lectures series that will provide a foundation to build upon so that participants can operate with a Professional approach to trading going forward.

The Active Trader Program - Intermediate

Launched in 2015, revised in 2022 & 2025 - This lecture series builds on the original Small Account Tactics released in 2015 but is 3x the content with new concepts and frameworks added. This lecture is ideal for those who want to learn to actively trade a repeatable, systematic approach for active trading in the intraday and 1-30 day trading windows.

Foundations of Professional Trading & Portfolio Management - Experienced

Launched in 2024 - This lecture series is a +50 hour lecture series that covers long/short portfolio management. It teaches the top-down process to generate investment ideas using fundamental, thematic and price-action frameworks while also discussing the structuring of investment ideas. Please click below to see the lectures, FAQ and registration options.