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
How to Get in Position Before the Next AI Megadeal
In today’s Friday Digest takeover, Luke explains why Silicon Valley’s biggest AI players may soon find it faster to buy...
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The AI Trade Isn’t Slowing
Alphabet blows past earnings… capex jumps to $205 billion… why the “Lag 7” story is wrong… Louis Navellier’s’ “best market...
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An AI Just Hacked a Company on Its Own
A Prisoner’s Dilemma with a Chinese accent… another Messy Middle story… OpenAI’s AI hacks Hugging Face… reader feedback about yesterday’s...
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AI Investors Must Keep This Threat in Mind
A governor’s data-center about-face… welcome to the “Messy Middle”… a sixth Prisoner’s Dilemma?… Luke’s 2028 countdown and how we’ll track...
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