An intimate Boardroom experience with Craig Tapping
Positioning for the innovation bull cycle: top-down timing and stock selection
From story to process
You’ve heard Craig talk through the cycle on Academy calls. You’ve worked through the method in the course.
This is where you apply it to your own thinking.
Map the cycle yourself. Test which sectors should lead. Work out what a core-satellite structure could look like for a long-term portfolio, then screen for relative strength using the same charts, worksheets and checklists Craig uses. You’ll have direct access to Craig throughout the afternoon, with David and Jamie in the room alongside him.
And you’ll do it in a room with people who are serious about building a long-term portfolio with a real process behind it.
You’ll leave with a secular positioning framework, a repeatable top-down process and a working view of where the market sits, so the next decision you make in your portfolio starts from structure, not a hunch.
Together, we’ll explore:
- The secular innovation backdrop across AI, robotics, clean energy and biotech
- Which sectors and commodities sit at the centre of the cycle
- How a longer-term portfolio can be structured using a core-satellite approach blending growth, defensive and income exposure
- How to locate the economic cycle and identify which phase the market is in
- How to map which sectors should lead, then confirm the rotation in the data
- How to screen for stocks showing genuine relative strength
- Applying it all to the current market with Craig’s cycle worksheet, phase identification matrix and stock-selection checklist
This session is for you if:
- You’re making long-term investment decisions and want a clearer structure behind them
- You understand the basics and want a more disciplined approach to economic cycles, sector rotation and stock selection
- You have a view on the innovation cycle and want a process to test it against
- You want to do your own research with confidence, not rely on stock tips
What the day looks like:
Your day begins at 11:30am with an intimate three-course lunch with Craig and our educators David Bird (ASX Trader) and Jamie Bell, plus the MtM team. From 2pm to 6pm, you’ll join a deliberately small group to work directly with Craig, with David and Jamie in the room throughout.
Then we’ll finish the day with networking drinks and nibbles from 6pm to connect and unwind.
Bring your laptop. Bring your charts. Bring your questions.
The story is everywhere. The process is yours to build.
The story is everywhere. The process is yours to build.
One afternoon with Craig Tapping to step back from the noise, see the cycle from the top down and walk away with a process you can come back to. Places are strictly limited.
