{"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":"How I Tilt My Portfolio With Factors","slug":"how-i-tilt-my-portfolio-with-factors","published_at":"2025-08-27T13:30:00+00:00","page_url":"https://stenobird.com/podcast/stock-spotlight-7027390/how-i-tilt-my-portfolio-with-factors","show_page_url":"https://stenobird.com/podcast/stock-spotlight-7027390","url":"https://podcasters.spotify.com/pod/show/mf369/episodes/How-I-Tilt-My-Portfolio-With-Factors-e375db1","audio_url":"https://anchor.fm/s/fa8f9bac/podcast/play/107180833/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-7-21%2F583475a1-c4e3-ddd5-100a-06111b95ee20.mp3","summary":"On this episode of Stock Spotlight, Michael pulls back the curtain on how he personally invests with factors. Instead of spotlighting one company, he explains how he layers factor ETFs on top of his core index exposure - building what he calls a 3-layer cake portfolio: S&P 500 base, factor tilts for extra flavor, stock picks on top for fun. You’ll learn about the major factors (size, value, momentum and more), why they’ve delivered long-term premiums and how Michael blends them into his own portfolio construction. He also covers the hard part: the patience and discipline it takes to stick with factors when they underperform for years at a time. ---------------------------------------------------------------- 00:00 Intro 00:45 What is Factor Investing 03:00 The 8 Factors Explained 13:57 What I Actually Own 17:52 Why Factor Investing Is Harder Than It Sounds 19:42 Practical Takeaways 23:47 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: https://twitter.com/invest091 Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.","meta_description":"On this episode of Stock Spotlight, Michael pulls back the curtain on how he personally invests with factors. Instead of spotlighting one company, he expl…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1465,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/stock-spotlight-7027390/episodes/how-i-tilt-my-portfolio-with-factors/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/how-i-tilt-my-portfolio-with-factors.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}