Season 72, Episode 857: The Investor Series with Aleck Arena featuring Jordan Cvetanovski: It's a Cycle

"Every man takes the limits of his own field of vision for the limits of the world." - Arthur Schopenhauer

Continuing our series on investing on The Culture Matters Podcast, we are welcoming back the founder of Arena Securities, Aleck Arena, to co-host the show with our very own Jay Doran and they are sitting down with Jordan Cvetanovski who is the Chairman, CIO, and Portfolio Manager with Pella Funds Management.  During this conversation, these three gents are discussing Jordan's philosophies around investing, his journey from studying engineering and economics to the world of high-level investing, and some of the things he and his colleagues look at when making their investments.  We're bringing you another true masterclass in the world of high finance on this episode of The Culture Matters Podcast.

Disclaimer: The information contained in this episode is not personal financial product advice and has been prepared without taking into account the objectives, financial situation, or needs of any particular person. Culture Matters does not hold an Australian Financial Services License and is not authorised to provide general or personal financial product advice. Before making any investment decision, you should consult a licensed financial adviser. Past performance is not indicative of future performance.

Chapters

• 0:00 Intro
• 10:05 In order to make money, you have to be away from the crowd
• 20:37 It was important to be on the ground in order to learn
• 30:36 The market isn't focused on the right stuff at the moment
• 40:44 Go back to basics
• 52:01 50% of your decisions come from analyzing the cycle