{"podcast":{"title":"Stock Spotlight","slug":"stock-spotlight-7027390","podcast_index_feed_id":7027390,"rss_url":"https://anchor.fm/s/fa8f9bac/podcast/rss","website_url":"https://linktr.ee/stockspotlight","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/41937155/41937155-1775053977515-c9510ae3d084f.jpg","author":"Michael","episode_count":34,"summary":"Stock Spotlight is a podcast dedicated to highlighting intriguing investment opportunities. In each episode, host Michael shines a light on promising stocks that have earned a 'watch' or 'pass' rating on his 33-question research checklist. Listeners can expect a thorough exploration of selected companies, covering their business models, financial performance and market positioning. As the show evolves, Michael will also delve into broader investing topics.","last_synced_at":"2026-07-17T00:21:02.104207+00:00","page_url":"https://stenobird.com/podcast/stock-spotlight-7027390"},"episode":{"title":"Building a Portfolio You Can Actually Stick With","slug":"building-a-portfolio-you-can-actually-stick-with","published_at":"2026-06-17T13:30:00+00:00","page_url":"https://stenobird.com/podcast/stock-spotlight-7027390/building-a-portfolio-you-can-actually-stick-with","show_page_url":"https://stenobird.com/podcast/stock-spotlight-7027390","url":"https://podcasters.spotify.com/pod/show/mf369/episodes/Building-a-Portfolio-You-Can-Actually-Stick-With-e3km3kt","audio_url":"https://anchor.fm/s/fa8f9bac/podcast/play/121359453/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-11%2F2a42c297-cf5e-d4aa-1fde-a9b9c720550f.mp3","summary":"In this episode of Stock Spotlight, I’m joined by Blake Fischer, an independent investment advisor and fellow investor, to discuss how to build a portfolio you can actually stick with through different market environments. We explore the evolution from stock picking to portfolio construction, why diversification may be making a comeback after a decade dominated by U.S. mega-cap growth and how investors should think about assets like bonds, gold, international equities and managed futures. We also dive into the often-overlooked role of investor psychology. Blake shares insights from working with clients across different stages of life, explaining why the “optimal” portfolio on paper is often very different from the portfolio someone can realistically hold through market volatility. Whether you're a new investor sitting on excess cash, a stock picker looking to improve diversification, or someone thinking more seriously about long-term wealth preservation, this conversation offers practical frameworks for building a portfolio that balances return potential with peace of mind. ---------------------------------------------------------------- 00:00 Intro 02:29 Blake's Investing Background 11:29 Why Diversification Matters Again 15:24 What "All Weather" Actually Means 19:39 Traditional Diversifiers 41:12 Managed Futures & Trend Following 46:30 Portfolio Construction Philosophy 49:20 Closing Thoughts 56:10 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: @invest091 Follow Blake on X: @DDBlakeFischer Listen on YouTube: https://www.youtube.com/@stockspotlightpodcast Subscribe to the newsletter: https://stockspotlightpodcast.…","meta_description":"In this episode of Stock Spotlight, I’m joined by Blake Fischer, an independent investment advisor and fellow investor, to discuss how to build a portfoli…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3423,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/stock-spotlight-7027390/episodes/building-a-portfolio-you-can-actually-stick-with/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/stock-spotlight-7027390/building-a-portfolio-you-can-actually-stick-with.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}