Tag: Small Cap Stocks

How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

How You Can Build Better Returns in an Uncertain Economy with Zachary Levenick (Ep. 77)

In today’s financial world, headlines shift by the hour, and uncertainty feels like the new norm. 

But what if this volatile environment is actually full of opportunity?

In this insightful episode, Robert Curtiss speaks with Zachary Levenick, a seasoned hedge fund executive turned family office investor, about why today’s market isn’t just chaotic, it’s promising. From his global experience managing funds in New York, London, and Latin America, Zach shares his perspective on why volatility may actually signal better potential returns, if you know where to look.

They explore everything from small-cap inefficiencies and underpriced opportunities to the dangers of chasing overvalued giants. Plus, Zach shares why he’s cautious on private credit and where the democratization of alternatives is heading next.

What to expect in this episode:

  • Why wide outcome ranges can unlock better returns
  • What most investors miss about market cycles and timing
  • Where public and private market inefficiencies are hiding
  • How individual investors can access institutional-quality alternatives
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Zachary Levenick:

About Our Guest:

Before joining THG, Mr. Levenick was a Principal of Taconic Capital Partners, LP (“Taconic”), a multi-billion dollar New York-based private investment firm. Mr. Levenick co-managed the firm’s London-based European operations and was Portfolio Manager for European Equities investing, where focus areas included consumer products, retail, and general industries. He also established and oversaw Taconic’s public and private investment efforts in Brazil, Mexico, Chile, and Argentina, where focus areas included education and logistics. While at Taconic, Mr. Levenick also developed extensive experience in special situations and cross-asset class investing. Mr. Levenick spent 18 years at Taconic, after joining the firm in 2002 as a research associate. Before his career at Taconic, Mr. Levenick worked at J.P. Morgan in investment banking.

Mr. Levenick is a former Director of Barnes and Noble Education (NYSE: BNED).

Mr. Levenick graduated from Harvard College magna cum laude with a degree in History and Literature (Medieval).  He resides with his family in Southern California.  They support a number of educational, outdoor, and local philanthropies in the US and UK.

Financial Trends to Watch in 2025 with Miles Clark (Ep.66)

Financial Trends to Watch in 2025 with Miles Clark (Ep.66)

What does the future hold for the stock market in 2025? 

Robert Curtiss chats with Miles Clark, a research analyst from Nasdaq Dorsey Wright, known for their expertise in technical analysis and momentum-based trading. Dive into the emerging financial themes of 2025 as Miles offers a glimpse into the factors impacting the market landscape, emphasizing the art of reading the ‘Weight of the Evidence’ and what that data means moving into the next quarter.

Rob and Miles discuss:

  • The significance of momentum and how winners often keep winning
  • The evolving role of small caps and the concerns about participation drying up
  • The influence of a stronger U.S. dollar on international equities and commodities
  • The importance of staying objective and focusing on long-term goals amidst market noise

Resources:

Connect with Miles Clark:

Connect with Robert Curtiss:

About Our Guest:

Miles Clark currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction.

Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials, and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicators and research projects and the creation of weekly media distributed to prospective clients.