Heading into the COVID-19 pandemic, Caleb Franzen was working a corporate banking job that felt like a dead end. “It felt like I was just being moved around from one boiling pot of water to the next.”
Additionally, he had traded during college and what worked in the market didn’t jive with what he had learned in college. “Never once did I use anything in my banking job that I learned in college.”
He needed a perspective change. And it came during a transformative trip to Colorado that changed the course of his life. It was there when he was reminded that travel was a top priority for him and that he needed to have the ability to work from anywhere and have his own schedule.
So he left the corporate world and started his own research practice.
But it wasn’t going to be easy. Caleb needed to get his voice heard. He needed to find a way to create value for people without asking for anything in return.
It was at this point that Caleb decided to make a concerted effort to leverage social media – particularly Twitter/X. He knew that there were many people in his field sharing great content, but there was only one Caleb Franzen in the world and he needed to make the most of it.
His only plan was: “I’m going to arrive and figure it out.”
This also became his plan as he then embarked on a world tour that was only supposed to last three months but is now stretching into its 15th month with no signs of stopping.
His guiding beliefs through it all have been: “Have belief in yourself and just go figure it out. Everything’s going to be ok.”
Learn about Caleb’s fascinating travels, how it has informed his trading, and how he’s built a respectable name for himself in a crowded field.
We talk to a lot of traders. Not just on this podcast, but across everything we do. And one thing that is common to most of them is some level of stress which must be routinely navigated. And it’s often a real struggle.
From an early age, David Hale had hustle in his DNA. At just 10 years old, he was sneaking into casinos to play slot machines. By 11, he was betting on horse races. And before long, he was hunting for arbitrage opportunities in baseball card values.
It’s hard to believe Denise Shull is a product of parents and grandparents who believed in “buy and hold” and wouldn’t even know how to sell a share of stock if asked to.
“I would not give a fig for the simplicity on this side of complexity, but I would give my life for the simplicity on the other side of complexity.” ~ Oliver Wendell Holmes
Reinventing your career after 20 years is no small feat. Now, imagine trying to do that by becoming an active trader. That’s exactly what Andrew Moss is doing—but he isn’t going in blind.
Among the many things that stood out during our conversation with David Lundgren, it was this quote: “I want to find a way to listen, and learn, and get a little bit better every day.”
