Trading Takes

In this episode of Trading Takes, Sam sits down with Jason Tange, one of the founders of AskEdgar. With a passion for data-driven edge, Jason breaks down how traders can gain an edge using public filings like 10-Ks, 10-Qs, and risk disclosures, especially for small cap stocks. He also shares the philosophy behind AskEdgar, blending AI with deep domain expertise.

Ready to level up your trading mindset and execution? Sam hosts veteran trader Emil Cuzman of Investors Underground in this deep-dive episode of Trading Takes. Emil breaks down his systematic approach to both small caps and large caps, highlighting the key principles that keep him profitable year after year: risk management, structured entries, and disciplined exits. Whether you're a day trader or swing trader, this episode is packed with timeless insights that will sharpen your edge.

In this episode of Trading Takes, hosts Sam and Chris are joined by Pradeep Bonde, better known as Stockbee – one of the most insightful minds in trading education. Pradeep dives deep into market breadth, momentum bursts, episodic pivots, and how traders can build sustainable careers by marrying process with creativity. Learn why "Are breakouts likely to work today?" is the single most important question to ask each morning, how to track volume thresholds and institutional behavior, and how to avoid edge erosion by developing new setups before you need to. This conversation is a masterclass in long-term trading success, packed with mental models, tactical strategies, and wisdom from decades of experience.

In this episode of Trading Takes, Sam sits down with Ted Zhang and Connor Bates from Revere Asset Management to break down how they called the top in semiconductors, shorted the market using ETFs like SOXS and FNGD, and avoided the traps many traders fell into this year. From Nvidia's topping formation to how to use stage analysis to stay aligned with market trends, this is one of the most tactical and actionable breakdowns you'll hear this year. They also share their risk management framework, trend gauge philosophy, and why “sitting on your hands” is not only okay—but often necessary.

In this episode of Trading Takes, Sam sits down with trading veterans Russell Valenti and Scott Manzo — two experienced traders with over 60 years of combined experience to discuss how traders can navigate the most volatile markets of our time. From the dot-com bubble to the 2008 financial crisis, COVID chaos, and today's high-volatility conditions, Russell and Scott share their most hard-earned trading lessons, discuss the mindset needed to survive, and offer actionable tips for traders trying to stay afloat in today's market. This episode dives into risk management, emotional resilience, strategic thinking, and more!

In this episode of Trading Takes, host Sam is joined by proprietary firm trader Brice Foose of Seven Points Capital, independent trader Eddie Griesedieck, and IU moderator Nick Kasnett for an honest conversation about their trading journeys, mistakes, and successes. Discover how these traders navigated tough drawdowns, learned to wire out daily profits, and overcame devastating losses. From beginner's luck and blown accounts to mastering discipline and consistency, this roundtable provides powerful insights to transform your trading mindset and approach.

In this episode of Trading Takes, Sam sits down with Kyle Williams and David "Laptop Legend" Hanlin to break down one of the most overlooked yet critical parts of trading: reviewing your trades. Kyle and David share how elite traders analyze past trades, identify mistakes, and refine their setups to stay consistently profitable. They also discuss the best tools, journaling strategies, and pitfalls to avoid in the trade review process.

In this episode of Trading Takes, Sam sits down with Jeff Holden, trader and recruiter at SMB Capital, to dive deep into trade execution, risk management, and trader development. Jeff shares insights from coaching seven and eight-figure traders, discussing how top professionals approach trading setups, risk, and market psychology. Whether you're a beginner or experienced trader, this episode aims to give you a behind-the-scenes look at how professional traders operate and ways you might level up your trading.

In this episode of Trading Takes, host Sam sits down with Yvan Byeajee, a seasoned trader, fund manager, and trading psychology expert. Yvan shares hard-earned lessons on emotional control, risk management, and embracing uncertainty—the key factor that separates winning traders from those who struggle. Yvan explains how most traders approach the market with the wrong mindset, why emotional discipline is more important than any technical strategy, and how traders can build resilience to navigate both losses and success. If you want to develop true mental toughness in trading, this is a must-watch episode.

In this special episode of Trading Takes, Sam travels to Miami to sit down with trading legend Lance Breitstein. Sam and Lance discuss Lance's new course, Magnum Opus, and the mindset behind long-term trading success. Lance shares elite trading lessons from his time managing Trillium's prop desk, offers insights about retail trading, highlighting key lessons in mentorship, managing risk, and sizing up effectively. Lance reveals how traders can avoid common pitfalls, develop intentional daily habits, and overcome setbacks to create sustainable growth. Whether you're a beginner or an experienced trader, this episode is filled with elite advice and strategies to help you win at trading over the long run.

In this episode of Trading Takes, Sam sits down with top trader Ariel Hernandez to discuss important market trends and strategies for traders to capitalize on the hot market in 2025. Ariel shares his expert approach to sector rotation, risk management, and identifying emerging opportunities before they take off. Swing trader and day traders alike will gain valuable insights into navigating market cycles, spotting high-conviction setups, and staying ahead of the competition.

In this episode of Trading Takes, Sam kicks off 2025 with an electrifying conversation featuring two trading powerhouses: Jack Kellogg (@Jackaroo_Trades) and Cody (@oddstocktrader). Known for their incredible trading insights and jaw-dropping results, Jack and Cody dive deep into their strategies, lessons, and the mindset that propelled them to success in one of the hottest market cycles we've seen. Jack shares his journey from taking an IRA from $10K to over $1M, while Cody discusses overall vision that allowed him to double one of his accounts. Together, they unpack the nuances of risk-on environments, the power of momentum trading, and how they leverage tools like alerts to stay ahead.  If you're looking to understand how top traders think, adapt, and thrive in fast-moving markets, this episode is packed with invaluable lessons and actionable takeaways!

In this episode of Trading Takes, Sam interviews the legendary Tim Sykes, one of the most influential figures in the trading world. Known for turning penny stocks into profits and mentoring a new generation of millionaire traders, Tim shares insights into his journey, strategies, and the mindset required to thrive in volatile markets. Discover how Tim evolved from trading ‘trash' stocks to becoming a leading educator in the trading space. Learn his thoughts on short squeezes, the psychology of trading, and why studying the nuances is the key to long-term success. If you're looking for actionable advice, insights into trading habits, or inspiration to level up your trading game, this episode is packed with value!

In this episode of Trading Takes, Sam interviews Herv (@HervTrades) and Bo (@bofomomo), two highly skilled traders known for their hyperscalping expertise. Herv and Bo share their journey from discovering trading through online communities to mastering the art of scalping and achieving remarkable consistency. Together, they reveal how their unique trading style—executing hundreds of trades a day—leverages momentum, tape reading, and precision to capitalize on market opportunities. Learn how they adapt to market cycles, manage risk, and use rapid repetitions to hone their edge in real-time. If you've ever wondered what it takes to thrive as a hyperscalper or want to understand the mindset and strategies behind their success, this episode is packed with value!

In this special episode, Chris Lanzilotti hosts an all-star panel of seasoned traders, including Nathan Michaud, Stan Ivanov, Gregg Sciabica, and Pradeep Bonde (Stockbee), during the Traders4ACause 2024 conference in Las Vegas. He explores the hero's journey as experienced by traders. From setting out on the path to trading to fighting adversity and employing resilience along the way, the panel gives advice for finding ways to succeed in trading.

In this special episode, Roland Wolf joins Chris Lanzilotti to discuss his approach to profiting from the bull side of small cap stocks. He shares his unique perspective on why he chooses to trade them, how he uses a short-biased perspective for his price targets, how he utilizes press releases, and more.

In this episode of Trading Takes, Sam interviews Ariel (@RealSimpleAriel) a successful 8-figure trader who has made over $10 million in the stock market. Ariel shares his journey from day trading to swing trading and reveals the strategies that have led to his success.

In this special must-watch episode of Trading Takes, Chris Lanzilotti and Stan Ivanov sit down with legendary trader Tim Grittani to uncover the secrets behind his trading success. Tim shares his personal approach to training a trader from scratch, offering insights on how to develop consistency, create profitable systems, and master the art of risk management. From understanding market dynamics to designing winning strategies, this episode is packed with invaluable tips for traders at any level. Plus, Tim reviews real-time charts and discusses both long and short setups. Don't miss this chance to learn from one of the best in the business!

In this episode, Connor Bates and Ted Zhang of Revere Asset Management join the Trading Takes team to discuss a range of trading topics from managing others' capital to position sizing for large portfolios, situational awareness and bear market trading, and much more.

In this episode, Evan and Chris Schunk join Sam from the Trading Takes team to discuss a range of trading topics, from systems trading to trading style to reviewing key trades, what it was like for the brothers to cross seven figures in trading profits on the same day, and more.

In this episode, Steve Place & Andrew Giovinazzi join Chris Lanzilotti from the Trading Takes team to discuss a range of trading topics spanning how options market impacts the equity markets, index and stock selection, position sizing, situational awareness and risk management, and more.

In this episode, the Trading Takes team connects with Adnan, Moshe, and Thiz to discuss a range of trading topics related to the recent hot small cap summer of 2024. From range of moves to volume, numbers of runners to longevity and news catalysts and much more. If you are interested in small cap momentum stocks, then you don't want to miss this episode.

In this episode, Pradeep Bonde joins Chris and Judah from the Trading Takes team to discuss a range of trading topics across news-based catalysts, episodic pivots to procedural memory and much more. Pradeep Bonde, aka Stockbee, has mentored some of the best traders in the world. In this episode, we go deep into every component of Pradeep's strategy - from position sizing to trade setups to entry and exit strategies and more. 

In this episode, Sam from the Trading Takes team hosts a panel spanning trader and IU member Stan Ivanov, high performance psychologist Créde Sheehy-Kelly and trading coach Kim Ann Curtin (the Wall Street Coach) for a deep discussion about trading psychology and coaching on the topics including pressure, self-sabotage, and much more!

In this episode, Sam is joined by Dawson Hanzlick, Tim (Taco Money) Le, and Anthony Nieto to discuss a range of trading topics including how to balance a busy personal life with trading, growing their trading networks, to trading perspectives that drive them mad and much more.

Lobo Tiggre joins Chris and Stan to discuss a range of trading topics from speculation to due diligence to sector manias, tales of conducting field research and more. Lobo Tiggre has traveled the world researching stocks. In this episode, he discusses his research process, how he identifies trade opportunities, and how to effectively take positions in speculative trades.

In this episode, Alex Bustos joins the Trading Takes team to discuss a range of trading topics, from the allure of trading to overcoming failure to reach success to multiple income streams, trading communities, and more. We cover all that and more in this episode of Trading Takes.

In this episode, Ed Barry joins the Trading Takes team to discuss a range of trading topics from recapping the 25K to 100K challenge to branching out into swing trading to prioritizing trading with family, blending styles, and more.

In this episode, Scott Manzo joins the Trading Takes team to discuss a range of trading topics from his first memory of trading to getting specific with edge, his mean reversion style, trading volume, a lighthearted story about drinking with Sam, and more.

In this episode, Kunal Desai joins the Trading Takes team to discuss a range of trading topics from categorizing trades to market cycles to thoughts on 24/7 trading. Kunal Desai is a trader with decades of experience. He shares some of the practices that helped him achieve success in the markets for such a long time. We discuss how traders can focus on the right information, thrive in different market cycles, and set themselves up to make a run in trading.

In this episode, Russell Valenti joins the Trading Takes team to discuss a range of trading topics from trading the Dot-com bubble to the longest he's gone without trading, maintaining a positive attitude, having a spouse that trades and more.

In this episode, we look back at the past Trading Takes guests and discuss the key themes and lessons from each conversation. We've had conversations with some of the best traders in the world. Watch this episode to learn their best insights, advice, and strategies. We discuss everything from trade/life balance to specific trading strategies that top traders use to stay at the top of the game.

In this episode, Ricky Analog joins the Trading Takes team to discuss a range of trading topics from switching time zones to setting expectations for new traders to risk management, discipline, and more. Learn what it's really like to day trade for a living. What is the journey like? How do you deal with the stress? How do you find balance? How do you continue to refine your craft? We cover all that and more in this episode of Trading Takes.

In this episode, Emil Cuzman joins the Trading Takes team to discuss a range of trading topics from exercise and fitness to trade sizing and recent market events. We dive deep into the concepts, strategies, and behaviors that have allowed Emil to sustain such a long career. We discuss the importance of managing risk, the best hours of the day to trade, the importance of screen time, and much more.

In this episode, Nick Kasnett (Nkaz) joins the trading takes team to discuss all things trading. We discuss trading personalities and how everyone got where they are today. We go over our worst losses, career-defining trading lessons, strategies for risk management, and much more.

In this episode, Gregg Sciabica (@lx21) joins the Trading Takes team to discuss his trading career and what it takes to make it in trading. Gregg started trading in 1999 with the goal of finding a systematic approach to trading. He has since evolved his style to combine both systematic and discretionary elements. Gregg is one of the few traders who has made a multi-decade career out of trading and found massive success. In this episode, we discuss what it REALLY takes to become a successful trader. What sets successful traders apart? How can new traders find an edge? What does it take to scale a strategy to 7-8 figures and beyond? How has the market changed over the past 25 years? Get those answers and more in this episode!

In this episode, members of Clover Trading (Kyle Williams, Mike 'Huddie' Hudson, Dom Mastromatteo) join the Trading Takes team for a group discussion about how they generated millions of dollars in trading profits. We dive deep into what it takes to generate millions in trading profits, including the strategies and setups that still work today. We also discuss the impact of money. How does it feel to finally hit that million dollar mark? How do traders celebrate big wins and react to big losses? Get those answers in more in this special episode of Trading Takes.

Anthony Pompliano joins the Trading Takes team to discuss entrepreneurship, his process for learning new skills, the future of Bitcoin, and much more. Anthony Pompliano is an entrepreneur, investor, and host of The Pomp Podcast. In this episode, we discuss the life of an entrepreneur, the process of finding your passion, and how to become an "expert" at anything.  We dive into changes in the crypto market over the past decade, the impact of the Bitcoin ETFs, and the future of Bitcoin.

In this episode, Phil Goedeker joins the Trading Takes team to discuss how the market has changed over the years and how he has evolved his trading style accordingly. Phil started trading in college when he turned $5,000 into $1 million. He has since sustained a 20-year trading career. While Phil started out as a short-biased trader, he has recently changed his style to focus more on long trades, swing trading, and options trading.  Learn how he has adapted to the markets over the years and how he approaches trading today.

In this episode, Brian Lee joins the trading takes team to discuss the process of building effective trading systems. We dive deep into the components of an effective trading system, the role of risk management, and how traders can develop a personalized system that sets them up for success.

In this episode, Brian Shannon joins the Trading Takes team to discuss technical analysis, SMCI, and other recent market events and timeless trading concepts.  We go over some chart recaps, discuss the best (and worst) technical indicators, and discuss what is working in the current market.

In this episode, Sang Lucci joins the Trading Takes team to discuss successes and failures in trading. In this episode, we answer the questions: Why do traders take big losses? How do traders recover from big losses? What other life factors impact trading performance? We then dive into options trading strategies, changes in the options markets, aha moments in trading, and more.

In this episode, Jack Kellogg joins the Trading Takes team to discuss the role of trading in a fulfilling life. Jack recently shifted his approach to trading after making over $12 million in trading profits. In this episode, we answer the questions: Is "hustle culture" good? Are sacrifices necessary to make it as a trader? When is it good to give 110% to trading, and when is it bad? We then dive into how traders can be smarter about how they make money through a better approach to trading and investing outside of the markets. 

In this episode of Trading Takes, we are joined by Cody (@OddStockTrader) for an exciting conversation about trading. We discuss the role of "gut feelings" in trading. When is a trader's intuition valuable and when should it be avoided? We dive deep into market trends, discussing how traders can identify, research, and capitalize on the latest trends in the market.

In this episode, Stan Ivanov joins the Trading Takes team to discuss recent market events and timeless trading concepts.  We discuss recent news stories, including the impact of Ozempic news on stocks, the history of the MJ sector, strong trends in the uranium markets, Spirit Airlines, and more. We then dive into some of the "aha" moments that stood out in our trading careers. We discuss simple rules that make a lot of sense and small lessons that have big impacts. The team then shares their takes on whether or not the market is rigged. What is a "rigged" market? Is the market actually rigged? And does it matter?

Welcome to the first episode of the Trading Takes podcast. This week, we discuss the Bitcoin ETF, Boeing issues, Nvidia's Breakout, 2023 market trends, and predictions for 2024.