Photo Credit: courtesy
Doug Goldstein

Traditional investing focuses on individual funds, bonds, and stocks. Top-down investing is actually based on a market overview. But, how does an investor know a trend when they see one?

Callum Thomas is the founder and head of research for Topdown Charts, a company specializing in macroeconomic studies. Callum defines top-down investing and explains how data is the most important tool for a top-down investor. He talks about how geopolitical events, could affect data.

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If you like to stick to the numbers in your financial planning, then tune in to learn more about this analytical investing approach.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and resources mentioned in the show, go to https://goldsteinongelt.com/radio-show

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com
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