Modern Investing Techniques

AI-Powered Market Intelligence

Weekdays ~12 min

Modern Investing Techniques is a daily investing podcast using AI analysis and modern tools to identify opportunities, track simulated trades, and teach strategies that aim to outperform index fund returns. Focused on Canadian and US markets.

For active investors who want to go beyond buy-and-hold — using AI, modern platforms, and data-driven strategies.

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Latest Episode

How the Practice Investment Model Works

Monday: Pick

AI analysis selects one investment for a simulated weekly hold. Buy at Monday's market open. $1,000 per trade.

Tue-Thu: Track

Daily updates on position progress. If the thesis is working, why. If not, what we're watching. Rare Flash Trades for exceptional catalysts.

Friday: Evaluate

Close at Friday's close. Report P&L vs NASDAQ. Extract the lesson. Wins and losses analyzed with equal rigour.

Learn & Improve

Every trade outcome feeds back into the system. Lesson rules are auto-extracted and obeyed by future episodes. The show gets smarter over time.

All trades are simulated — no real money. This is a learning exercise. Not financial advice. View investing resources →

Performance vs NASDAQ Composite

Every Practice Investment from the show is tracked here. Simulated trades only — no real money. Benchmark: NASDAQ Composite (^IXIC). Updated daily after each episode. Read episode write-ups →

NASDAQ ^IXIC

24,892

YTD +7.13%

Portfolio YTD

-0.44%

Since inception -0.44%

Alpha vs NASDAQ

-7.57% YTD

Since inception -11.69%

Win rate

46%

5W / 5L / 1BE

All mock trades (12)

Date	Ep	Ticker	Sector	Strategy	Entry	Exit	P&L %	NASDAQ %	Alpha %	Lesson
2026-05-01	Ep32	LYB	other	Portfolio realignment play on completed asset sale	—	—	—	—	—	—
2026-04-30	Ep31	BTC	other	Macro rotation play on cross-asset signals	$33.67	$33.81	+0.42%	+0.00%	+0.42%	—
2026-04-29	Ep30	EXE	other	Valuation discipline on lowest sector multiple combined with scale advantages from recent merger	$99.13	$100.99	+1.88%	+0.00%	+1.88%	—
2026-04-24	Ep27	TECK	precious_metals	Sector rotation into mining on positive earnings reaction amid commodity supply disruptions	$60.20	$58.43	-2.94%	+0.00%	-2.94%	—
2026-04-20	Ep23	CLDX	other	Analyst upgrade play on successful Phase 3 results and accelerated enrollment	$35.79	$34.38	-3.94%	+0.00%	-3.94%	—
2026-04-14	Ep19	TMUS	tech	Relative value rotation into US telecom after analyst reassessment highlights superior risk/reward versus European peer.	$195.92	$197.12	+0.61%	+1.96%	-1.35%	—
2026-04-10	Ep17	SSRM	precious_metals	Balance-sheet-recapitalization play on $1.5 billion cash infusion combined with recent insider buying.	$32.52	$31.15	-4.21%	+0.00%	-4.21%	—
2026-04-07	Ep14	SSNLF	other	Earnings-surprise momentum play on AI memory chip demand	$65.21	$65.21	+0.00%	—	—	—
2026-04-06	Ep13	C	other	Valuation-driven core banking play ahead of Investor Day with attractive multiples relative to sector.	$115.80	$124.92	+7.88%	—	—	—
2026-04-01	Ep10	TSLA	other	Contrarian fade of negative analyst sentiment following recent price weakness, betting on eventual relief-driven rebound.	$365.86	$360.59	-1.44%	—	—	—
2026-03-27	Ep7	WDC	other	Fundamental growth play on cloud-driven revenue and margin expansion amid memory-sector volatility.	$282.43	$294.97	+4.44%	—	—	—
2026-03-26	Ep5	SOFI	other	Contrarian mean-reversion play on elevated short interest against a fundamentally improving digital banking franchise.	$17.16	$15.87	-7.49%	—	—	—

Performance by sector — which approaches are generating alpha

Sector	Trades	Win %	Avg P&L	Total P&L
precious metals	3	0%	+2.41%	$+7.23
tech	2	0%	+3.06%	$+6.12
consumer	1	0%	-14.40%	$-14.40
other	4	0%	-4.12%	$-16.48

How this show improves itself (10 active rules — each one was written by a past episode and is obeyed by future episodes)

LL-013 [content, Ep32, 2026-05-01] — Capturing a modest gain on the BTC flash trade validated the use of cross-asset signals for opportunistic entries, but the underperformance relative to the NASDAQ underscores the difficulty of beating broad indices on single-day volatile assets. The key adjustment is strengthening confirmation criteria to ensure the signal has substance beyond initial movement
Rule: Always verify price data from multiple providers before entering a flash trade on volatile assets like crypto
LL-012 [content, Ep30, 2026-04-29] — Despite the publicly confirmed positive catalyst, CLDX moved against us because expectations had already been priced in and sector momentum was absent. This reinforces the process gap we keep encountering with binary events and the critical need for multi-source verification to judge true alpha versus the NASDAQ
Rule: Always verify data availability from multiple providers before declaring a weekly hold closed
LL-011 [content, Ep29, 2026-04-28] — Even with a publicly confirmed positive catalyst, the position moved against us because expectations had already been priced in and sector momentum was absent. This reinforces the process gap we keep encountering with binary events and the critical need for multi-source verification to judge true alpha versus the NASDAQ
Rule: Always verify data availability from multiple providers before declaring a weekly hold closed
LL-010 [content, Ep28, 2026-04-27] — Despite the publicly confirmed positive catalyst, CLDX moved against us because expectations had already been priced in and sector momentum was absent. This reinforces the process gap we keep encountering with binary events
Rule: Always verify data availability from multiple providers before declaring a weekly hold closed
LL-009 [content, Ep27, 2026-04-24] — Even with a publicly confirmed binary catalyst, the position moved against us, likely because expectations were already elevated and broader sector momentum was lacking. This reinforces the critical process gap in data verification
Rule: Always verify data availability from multiple providers before declaring a weekly hold closed
LL-008 [content, Ep26, 2026-04-23] — Despite the positive clinical catalyst the position moved against us, underscoring that binary events can still produce losses when expectations are already elevated. This reinforces the need to verify pricing and liquidity data from multiple providers to accurately judge whether any simulated trade is generating alpha versus the NASDAQ Composite
Rule: Always verify data availability from multiple providers before declaring a weekly hold closed
LL-007 [content, Ep25, 2026-04-22] — Even when a binary catalyst such as accelerated enrollment is publicly confirmed, the market can still price in expectations ahead of the announcement and rotate out on the news, especially when broader sector momentum is absent. This reinforces the need to verify real-time order flow and liquidity before declaring any catalyst-driven trade closed
Rule: Verify data availability from multiple providers before declaring a weekly hold closed
LL-006 [content, Ep23, 2026-04-20] — The absence of reliable pricing data for LUCID blocked accurate tracking of whether the robotaxi thesis outperformed the NASDAQ, exposing a gap in execution
Rule: Verify data availability from multiple providers before declaring a weekly hold closed
LL-001 [content, Ep21, 2026-04-17] — The bid-ask-spread / order-flow-slippage lesson was taught in 6 of 8 recent episodes with nearly identical framing. Listeners tuned out after the third repeat.
Rule: Never re-teach bid_ask_spread or order_flow_slippage within their 45-day cooldown. If the only interesting mechanic today is a stale one, pick a different mechanic — freshness beats any single lesson.
LL-002 [risk, Ep21, 2026-04-17] — The last 10 picks skewed 35% toward precious metals (Fortuna, SSR, West Red Lake) with zero flag raised on air. A real portfolio would have rebalanced.
Rule: Cap any single sector at 30% of the trailing 10-trade window. When the sector-concentration warning fires, the Practice Investment MUST pick a different sector that episode.

SIMULATED trades for educational purposes only. No real money is involved. This is NOT financial advice.

Recent Episodes

Ep 32: Clorox cuts profit forecast on weak demand while oil prices hold gains amid Iran tensions and yen intervention.

Fri, May 01, 2026

Ep 31: Oil topped $126 on Iran tensions yet equities stayed mixed, signaling the war is accelerating the shift to renewables.

Thu, Apr 30, 2026

Ep 30: Big Tech earnings and Powell’s final FOMC tomorrow loom as stagflation concerns weigh on private credit and energy supply chains.

Wed, Apr 29, 2026

Ep 29: Oil tops $110 on stalled Iran talks while clean power eyes records despite policy risks — two signals demanding disciplined positioning.

Tue, Apr 28, 2026

Ep 28: Stalled Iran talks lift oil $2.50 while global shares gain — value strategies offer Canadian investors a practical edge right now.

Mon, Apr 27, 2026

Ep 27: Fed faces stagflation trap as Hormuz closure removes 20% of global oil supply, with no painless policy option available.

Fri, Apr 24, 2026

Ep 26: Canada Growth Fund acquires 22% of Nouveau Monde Graphite, triggering investor interest in Canadian critical minerals.

Thu, Apr 23, 2026

Ep 25: Adobe is staking roughly 25% of its market value on AI complementing rather than destroying its SaaS business model.

Wed, Apr 22, 2026

Ep 24: J.P. Morgan lifts S&P 500 target to 7,600 on AI earnings strength and potential Iran ceasefire.

Tue, Apr 21, 2026

Ep 23: Narrow earnings revisions are powering S&P records while commercial vacancies drop for the first time since 2020.

Mon, Apr 20, 2026

Ep 22: Hopes of an Israel-Lebanon ceasefire are supporting stocks near record highs while oil stays below $100, but insider moves and diversification gaps offer clearer portfolio actions today.

Fri, Apr 17, 2026

Ep 21: S&P 500 hits fresh record highs while TSMC raises full-year outlook on unrelenting AI demand.

Thu, Apr 16, 2026

View All Episodes

About Modern Investing Techniques

Hosted by Patrick in Vancouver. Each episode covers market analysis, a strategy spotlight, AI-selected practice trades with real performance tracking, and tools to sharpen your investing edge.

Resources & Further Reading

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Key Concepts

Are the trades real?

No — all Practice Investment picks are simulated. We track them as if we invested $1,000 per trade using real market open/close prices, but no actual money is involved. This is purely educational. The podcast is not financial advice. Always do your own research before investing real money.

What is a TFSA?

A Tax-Free Savings Account is a Canadian registered account where all investment gains — dividends, interest, and capital gains — are completely tax-free. In 2026, the annual contribution limit is $7,000, with cumulative room of $102,000 if you've been eligible since 2009. It's the most powerful wealth-building tool for most Canadians because you never pay tax on withdrawals.

What is an ETF?

An Exchange-Traded Fund is a basket of investments (stocks, bonds, etc.) that trades on a stock exchange like a single stock. ETFs like VFV (S&P 500), XEQT (global equities), or VGRO (balanced growth) let you diversify across hundreds of companies with a single purchase. They typically have much lower fees than mutual funds — often 0.05-0.25% per year vs 2%+ for mutual funds.

What does 'outperform index funds' mean?

Index funds like the S&P 500 (which returned ~10% annually over the last century) are the benchmark. 'Outperforming' means earning higher returns through active strategies — momentum trading, sector rotation, value picks, or options. Most active managers fail to beat the index over 10+ years, which is why we track our simulated trades honestly. The goal is education: understanding WHY strategies work or fail.

Is this show financial advice?

No. Modern Investing Techniques is for educational and entertainment purposes only. We discuss strategies, analyze markets, and track simulated trades to help you learn — but we are not licensed financial advisors. Your financial situation is unique. Before making investment decisions, consider consulting a fee-only financial planner, especially for tax-advantaged account strategies (TFSA/RRSP/FHSA).

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