Jeff graduated from the University of North Carolina in 1998 and earned his MBA from Emory University in 2005. He’s worked in the investment industry since 2013—first as an analyst, then Editor in Chief at Palm Beach Research Group, then later as VP of Research at Cambria Investment Management.
Jeff began investing in 1999, right at the height of the Dot-Com boom. The rapid rise gave him plenty of false confidence, and the subsequent crash wiped out both his small account and his early bravado. But the experience became foundational. It taught him that successful investing begins with caution, not gambling.
Over time, Jeff’s study of market history revealed the other side of the equation: too much caution can be just as harmful as too little. You can have the right thesis, but if you never invest enough to make that conviction matter, your portfolio won’t meaningfully change.
Today, Jeff’s entire approach focuses on finding the right balance between risk and reward—pairing a disciplined, capital-first foundation (“return of capital is more important than return on capital”) with targeted, high-conviction investments in the megatrends reshaping global economies and financial markets.
In addition to his role as editor and curator of Investing Insider, Jeff also serves as Editor of the InvestorPlace Digest, where he helps readers understand the markets, spot the trends that matter most, and capitalize on the stories shaping their portfolios.
Jeff’s Latest Content
NVIDIA Proved the AI Boom Is Far From Over
In today’s Market 360, I’ll explain why the “peak AI” crowd still has this story wrong, why NVIDIA remains one...
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OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how...
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This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a...
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AI Broke the Digital Economy – And Almost Nobody Has Noticed
AI is driving a shift from software to physical assets. Infrastructure, energy, and materials stocks may be the next winners.
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