Episode

Ep. 373 Charles Harris On How To Handle Concentrated Positions With Conviction

Podcast
Investing With IBD
Published
May 20, 2026
Duration seconds
3296
Processing state
not_requested
Canonical source
https://investing-with-ibd.simplecast.com/episodes/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction-uzlOVr0w
Audio
https://dowjones.simplecastaudio.com/112561f5-bd22-464e-8e44-9d7f3503ed80/episodes/ac185551-6b9c-4b7c-982d-888bd7404a03/audio/128/default.mp3?aid=rss_feed&awCollectionId=112561f5-bd22-464e-8e44-9d7f3503ed80&awEpisodeId=ac185551-6b9c-4b7c-982d-888bd7404a03&feed=WvMU0sL6
JSON
/v1/public/podcasts/investing-with-ibd-935515/episodes/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction
Markdown
/podcast/investing-with-ibd-935515/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction.md

Actions

  • POST https://stenobird.com/v1/public/podcasts/investing-with-ibd-935515/episodes/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction/transcription-requests
    Idempotently request low-priority transcript generation for this episode.
  • GET https://stenobird.com/podcast/investing-with-ibd-935515/ep-373-charles-harris-on-how-to-handle-concentrated-positions-with-conviction.md
    Read the agent-friendly Markdown representation of this episode resource.

Summary

Stay in the game. Conviction can help traders manage concentrated positions, but requires one key characteristic to survive high-stakes plays. Charles Harris, portfolio manager at O’Neil Global Advisors discusses how to protect yourself, manage drawdowns and live to fight for another trading day.