CB3 Financial

Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)

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Episodes

Tuesday Jul 16, 2024

This is my interview with Tom Basso, Part Two of Two, on his new book: "The All-Weather Trader." In a never-before-heard interview, Tom describes his 18-month research on writing "The All-Weather Trader." His fifty years of trading are thoroughly explored in this second 60-minute interview.
You can watch this interview on YouTube at:
https://www.youtube.com/watch?v=BmH99SZrmo8

Tuesday Jul 16, 2024

Tom Basso on his new book: "The All-Weather Trader." In a never-before-heard interview, Tom describes his 18-month research on writing "The All-Weather Trader." His fifty years of trading are thoroughly explored in this 90-minute interview.
A second interview with the two of us is scheduled for early May. That interview will cover chapters 12 to the end of the book.
You can watch this interview on YouTube at:
https://www.youtube.com/watch?v=p1gMZERt92o

Monday Jul 15, 2024

Charles Brown of CB3 Financial interviews Julius De Kempenaer, the inventor of Relative Rotation Graphs, a.k.a. RRGs.
Julius talks about the history of the indicator and how Registered Investment Advisors across the world are using their tool to help their clients make money.
You can watch this interview on YouTube at:
https://www.youtube.com/watch?v=r8lZz6Y4PNI

Monday Jul 15, 2024

We are all stunned and horrified at the attempted assassination of former President Donald Trump. As your portfolio manager, here are my thoughts just prior to the US Markets open on Monday, July 15th.

Saturday Jul 13, 2024

Karan is a senior member of the product team driving innovation at Toggle AI. Toggle is an AI-powered investing copilot that revolutionizes financial decision-making by combining the ease of natural language with institutional-grade analytics.
You can watch this interview on YouTube at:
https://youtu.be/LPknrRHpYmc?si=wQsc7yF3c4ZB4Ym8

Friday Jul 12, 2024

The internet, our e-mail accounts, and all our electronic devices that are connected to the internet can be great blessings in our lives. But, what happens when these same tools are perpetrated by cyber criminals intent on doing harm to us, stealing money from us, or impersonating our identity. Enter the Cyber Solution Engineers who create and maintain products to help us keep our internet identities protected. Join Charles and John Fatten, Solutions Engineer with SentinelOne Corporation, as they converse on the many aspects of Cyber security and how each of us can better protect ourselves against those who would harm us in the connected cyberspace world in which we all live.
You can watch this interview on the CB3 LIVE YouTube Channel at:
https://www.youtube.com/watch?v=Mo8N3cx5TG4

Friday Jul 12, 2024

Do you ever wonder why your portfolio performance might vary from what I state as the benchmark at CB3 Financial?
This seldom happens except and this is a big exception, except in the first year.
This exception you might guess is called first year variance. I’ll explain it all on this this important podcast for those of you that are clients who have just begun with this and not been with us yet a full year.

Monday Jul 08, 2024

What happened in the first week of July in the markets? Several influences set the stage for the rest of the month. Tune in as Charles readies you for the monthly CB3LIVE! this Thursday night at 7 pm CDT!

Thursday Jul 04, 2024

July 4th, also known as Independence Day, commemorates the adoption of the Declaration of Independence by the Continental Congress on July 4, 1776. This pivotal moment marked the formal separation of the American colonies from Great Britain, laying the foundation for the United States as an independent nation. Pause with Charles for a couple minuted to reflect on our 248th birthday as a nation!

Thursday Jul 04, 2024

The American flag, adopted June 14, 1777, by the Continental Congress, was designed to represent our new union of the thirteen original states. The thirteen stripes symbolize the original colonies, while the stars represent the states in the union. The colors of the flag—red for valor and bravery, white for purity and innocence, and blue for vigilance, perseverance, and justice—are also symbolic. Pause with Charles for a moment on July 4th as he reflects on our beloved American Flag.

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