The Investor Mindset with James McFarland,
Senior Portfolio Manager and Head of Trading
at Oak Harvest Financial Group


Dedicated to helping build successful long-term investors. Check out the podcast feed below to listen!

 Investment Management

The Investor Mindset
James McFarland, Senior Portfolio Manager

The Investor Mindset will be a 10 episode series, dedicated to examining the how's, why's and mindset that may help investors enjoy a more successful long-term investing experience. Hosted by James McFarland, Oak Harvest's Senior Portfolio Manager, Head of Trading, and Investment Specialist, each show explores ways of thinking and acting that may play a significant role in achieving better long-term investment outcomes.

Important disclosures:
Content of Oak Harvest podcasts express the views of the speaker and is for informational purposes only.  It is based on information believed to be reliable when created, but any cited data, indicators, statistics, or other sources are not guaranteed.  The views and opinions expressed therein my change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast should be considered as personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Episode 5: Short-Term Past vs. Long-Term Future

Senior Portfolio Manager James McFarland discusses how the media can push investors towards making long-term Future decisions based on short-term Past events, how that can impact portfolios, and a better approach to take.

Episode 04 – Golden Ticket Investing?

Can you find the golden ticket in the stock market? Senior Portfolio Manager James McFarland discusses the pitfalls of what seems to be a common investing approach, talks about a different approach, and answers an important listener question on Episode 4 of The Investor Mindset!

Episode 03 – Telling Stories and Connecting Imaginary Dots

Humans are natural story tellers. But what impact does this have on us as investors? On Episode 3 of The Investor Mindset, Senior Portfolio Manager James McFarland explores how the tendency to create stories can negatively impact investors, and then talks about a different approach we can take!

Episode 02 – DO SOMETHING!!!

When the market drops, the “DO SOMETHING!!” impulse can be very strong. What options do long-term investors have in the face of these emotional impulses? Senior Portfolio Manager James McFarland discusses it on the second episode of The Investor Mindset.

Episode 01 – Investment Fads and Tuning Out the Noise

Welcome to the 1st edition of The Investor Mindset! Senior Portfolio Manager James McFarland introduces the show and then dives into a discussion of investment fads, trends, and the value of tuning out the noise.