Discovering Demand and Balance Arbitrage: EU 98 with Roger Khoury
I’ve got a very special guest today.
He is the founder and CEO of investingfortoday.com.
Over the past 10 years, He has enabled his clients to outperform by having a level of insight and analysis that provides 80 to 90% accuracy, so that his clients have clarity, control, competence, and certainty in their investment decisions.
His clients had a meaningful and life-changing result.
His name is Roger Khoury.
Find out here how he discovered the demand and balance arbitrage.
Most of us are wired and naturally geared towards looking for opportunities that will give us an edge and make us more money. [8:07]
Look for opportunities that are not likely to lose money. [9:39]
Shift our focus away from the price of things and start to focus on the demand where the demand is. [17:21]
Do something where you can have full control and don't have to gamble. [38:03]
Focus on the process that delivers reliable, repeatable, consistent results that can compound and deliver what you are looking for. [41:34]
… and much more!
EU 98 audio
[00:00:00] Roger Khoury:
We can’t rely on things. We don’t have any control over. So I wanted something I can control. I could reliably repeat with consistency and have confidence doing it. So I’m not being driven by fear and greed, which are destructive forces.
This is experts unleashed, revealing how professionals and entrepreneurs transform experience into Gama while positively impacting the world for years, Joel, or way has helped entrepreneurs develop and launch their expert based business.
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Let’s get started.
[00:00:59] Joel Erway:
Hey, what’s going on, everybody. Joel Erway here and welcome to another very special episode of experts unleashed, and I am super excited. Because today I’ve got a very, very special guest for you here today. Roger Khoury from investingfortoday.com. Now Roger is the founder and CEO of investingfortoday.com.
And over the past 10 years, Roger has enabled his clients to outperform the. By having a level of insight and analysis that provides 80 to 90% accuracy so that his clients have clarity control, competence and certainty in their investment decisions. Now that level of accuracy can allow his clients to compound their accounts over a three to five year period that provides meaningful and life changing results.
Roger, I’m excited to chat with you here today. Welcome to the show.
[00:01:47] Roger Khoury: Thank you for having me for happy to be here.
[00:01:48] Joel Erway:
Now, Roger, I’m going to play the role of the MC and the co-host here as the ho as the host, I should say. And like my role is to basically just I’ve been in the investing game for a while, right?
So I’ve studied the markets. I’ve done options trading. I’ve done buy and hold. I’ve done mutual funds. Like you name it. I’ve probably done it. Right. But the one thing that I really love. You and about your values and about your missions. When it comes to investing is what we said earlier is confidence, clarity, and certainty.
And so I’m excited to dive in because especially in today’s day and age, you know, There’s none of that in the marketplace. I mean, where we are in you know, in the summer of 20, 22. And like, if you look at the stock market, it’s just, it’s, it’s up, it’s down, it’s way down. And then we get a little bit of a recovery.
And so we’re in a very, very uneasy time right now. So I would love for us to kick this off. And I’m curious to hear really like your background of like how you discovered this and how you ended up at this place right now. Of focusing on your values of competence and certainty and clarity and control.
So tell us a little bit about how you, you got into this.
[00:02:58] Roger Khoury:
So actually I started I got excited about the whole trading for a living trading, from home trading from anywhere, just a laptop and the internet connection. And back in 19 96, that was when the whole trade for a living kind of revolution took off.
And I got excited, started kind of investing in the best possible education I could put my hands on. And what was interesting was over time, you know, I kept finding myself. You know, following rules, being disciplined, doing my part, but then whatever I was working with, whatever I learned, whatever training tools, systems that was provided education, it would work for a while.
And all of a sudden it would start to work inconsistently or poorly or not at all. And I’d find myself going after what, you know, the next new thing. And what’s working now in version 2.0, and that really, and it becomes very addictive, especially for someone who like, if people who have success in their lives, They come to the markets to figure, okay, I just need to get myself educated and I’ll be successful here.
And so it’s very difficult for you to engage in something like this. And be met with some inconsistency and inability to have a reliable, repeatable process that you can sustain long term and have a consistent outcome they can take to the bank. Right? So you’re, you’re always starting and stopping and, and, and going after the next new thing.
And so I did that for 14 years and I find out most people, I, I get people that come to me after 2025 and some 30 years. Still not consistent. Well, so for me, it was 14 years and over $300,000 and just educational costs over that period of time that I put to teach myself that doesn’t even include the losses that I took that saw me very valuable and painful lessons.
But one day I really thought that I finally found something that can give me some consistency and some certainty. And yet again, it broke my heart that I just, I snapped and almost punched my monitor. Okay. I was going to break my computer and I, and I said, you know, okay, just held myself.
And I, I was like, there’s no way I can, I got to get, get out of here. And I literally, I went to the beach. And there’s a, there’s a place called silver strand beach in Ventura county, California, that I love because it’s not a, it’s not a very touristy place, so it’s not very busy, but it’s a popular, surfing point.
You can, and it’s nice. And it’s paved. You can sit on the bench and you can actually just watch the ocean, listen to the ocean waves, calm down. and I think that day I was just, I was wanting to just. Distract myself and calm myself down and get myself, get my mind off things. And I noticed that there was these 17 surfers that were out in the ocean and, but there was two out of the 17 that were off to the left and I thought, Hmm.
And I was, as I was watching, I figured because they weren’t really surfing very much. But the 15th kind of they’ll huddle close together, kept taking wave after wave know, crashing and burning, getting some good rides, just trying persevering, striving. And these two would like barely take anyways. And I thought, okay, those, those got to be some amateurs, probably beginners learning from the 15 that are, are probably regulars.
And as I was kind of watching and observing and going through my thoughts, thinking, looking and about an hour and hour and a half into it, I noticed a very interesting pattern. The two guys were off to the left. They never seemed to have a bad ride. Every time they took a, a surf, they had a really nice sweet ride and it, it was just great.
They weren’t crashing and burning and it hit me. I was like, wait a second. Those are the professionals. And the 15 were the ones that are kind of amateur and just still working at this because those guys seem to be thriving, not striving I was like, and it, and I had this like lightning strike moment, you know, it was, it was an epiphany and I had figured.
That those guys had some way to filter out what waves were not likely to give them a bad ride and they’d only take those. So they weren’t very active, but when they were, it was golden, it was sweet. And I could not wait to get back home. I rushed back almost got a speeding ticket and, and that literally was my pivot point, because then I realized everything that I’d been doing.
You know? Yeah. I learned a lot. It seemed great, but it wasn’t really serving me because it wasn’t giving the consistency that I needed. And so I threw everything out that I thought I knew about the markets and I came at it with a whole different approach. How do I figure out? What is not likely to
lose me money versus looking for these opportunities that can make me money and they look good on the surface.
And then they allow of them disappoint me. And, and they caused me to struggle and fail and get struck when holding on to large drawdowns and you know, all these things. And so I started focusing on opportunities that were not likely to lose money. But I was still struggling and all of a sudden, I, I don’t think it was like even a week later.
[00:07:51] Joel Erway:
I’m sorry. I want to jump in. You said you shifted your focus on things that weren’t going to lose you money. Explain that again. I just wanted to make sure I highlighted that.
[00:07:59] Roger Khoury:
Yeah, it’s a very interesting thing. Most of us are very wired and very naturally are geared towards looking for opportunities that can, you know, give us an edge, make us more money.
It’s a good deal. It’s a, you know, so we’re always focused on things that can take us from where we are to where we want to be. We want to go higher. We want to level up well, it’s very natural. But it’s actually counterproductive because interestingly, when we do that, it’s no different than if you are, you know, wanting to get someplace in your car.
And you’re so focused on getting through the intersection. You see, it’s about to turn red, but you’re, you know, you’re going to just make it. So you’re pretty confident that by the time you get through the intersection, it’ll still be yellow. I’ll be fine. Well, that focus. What I want to get out of this narrows, your field of vision, and you’re no longer really paying attention to, as you get closer to the intersection, you’re not going to notice the fact that there’s a truck coming, that they’re not the way they’re coming at their light.
They’re not stopping for their red light. They’re going to hit you. They’re going to run through the, they’re going to run a red light and T-bone you, and that’s going to have an accident or a life altering event, you know? Or maybe you missed a police officer that’s that that’s on the other side that you could have seen if you weren’t so focused on just getting to the intersection.
Now you got a ticket. So it’s a sour experience either way. And so I realized what if I was focused on not so much getting to the intersection, but making sure that nothing’s going to impede my ability to get through the intersection and get to where I want to go safely get to my destination. So I switched from looking for opportunities to make money to.
Let’s look at for opportunities that are not likely to lose money. And that changed everything for me, that was the starting point that fed kind of the next I’d say serendipitous event that occurred to me about a week later.
[00:09:43] Joel Erway:
Awesome. So instead of focusing on the big wins and the big opportunities, which right, we all know that’s the gambling mentality, which if you want to gamble with your life savings, your retirement or whatever, I mean, that’s go for it.
But like, you know, the downside is obviously far out. Ways the, the upside. So your shift went from no longer focusing on those big wins with big opportunities to now let’s focus on avoiding those setbacks, avoiding those disasters and avoiding those penalties that will, that will set us back.
[00:10:15] Roger Khoury:
Because otherwise you’re not going to get consistency. See, I think it’s, it’s more important to focus on a reliable, repeatable process that is going to. Thrive and survive anything for the, as long as you want to be involved, rather than getting these big hits, you know, you know, people constantly ask, you know, what do you think is good now there?
And I know what they’re thinking about. They’re thinking about put some money now, six months, 12 months a year or two from now, it’s going to make me a lot of money. That’s very speculative. And that’s very traditional, normal thinking and this buy and hold idea. Warren buffet days, even Warren buffet says I can’t replicate the success I had because that was in a unique time in our country and in the evolution of industry and all this stuff, it it’s just, it’s not that way.
So buy and hold really has become more speculative than it is conservative. And we think, well, we justify it by saying, well, markets always rise. Inflation’s always increasing. Sure. But what they’re not thinking about is the timing. What if, when I want to pull out or when I need to access my cash. What if the market has taken a 20, 30, 40, 50% dive, what if it’s gone into a bear market?
Do you know the knee? K. Has not yet recovered for its. It’s like it, it had a high and it’s been going down. It’s been in a bear market. It’s never come back to its old highs again. So what if it just doesn’t recover? We’ve been very fortunate. We’ve been spoiled here, but that, that we can’t rely on things.
We don’t have any control over. So I wanted something I can control. I could reliably repeat with consistency and have confidence doing it. So I’m not being driven by fear and greed, which are destructive forces. Right? The main element that I was struggling with. It’s uncertainty over. What’s most likely going to happen next once I enter a position, so I needed a way to overcome that where I knew before I committed my capital, what I can expect and be confident I’m going to hit my goal.
So I’m not sitting there struggling with stress and fear, and that’s a miserable way to make any kind of money. Right. Mm-hmm so what happened a week later? Did you know that there’s a surf report? I never knew there was a surf report. I’d never paid attention to it. And here I live in Southern California at the time.
And I just maybe because I’m, I’m not a surfer, but because I, those surfers were in my mind, you know, recently the guy says this today’s surf report. I’m like surf report. So all of a sudden is shipped to my attention and lucky me because that day the anchorman was triggering the weatherman and saying.
That’s so amazing. I always thought it was just like, you know, you look at the, you know, weather and see if it’s a good day for surfing. And there was so much more it’s like, no, no, no professional surfer worth assault would do that. They look at the surf report, see the, see the, the wind, the, the, the, the surf and all this.
I mean, I was like, he went through all this stuff. I was like, wait a second. And he be, when he got triggered, he started explaining all the environmental factors that go into forecasting very actively, what you can expect for surf today and all, you know, all that goes into that. And I was like, wait a second.
And they do that daily. And one of the things that he said that was profound was like, you know, you could look at the surf report over the next two or three days, but you know, you’re going to get the most accurate report the day over the day before. Right. Because you’re closer in time. The further you are away from a forecast, the less accurate it’s going to be.
And I thought, oh, What a profound shift. I was like, wait a second. So I began taking that and I said, what are the environmental factors that are affecting price movement? What causes all price in any market? Okay. Whether it’s crypto or equities or, or commodities or currencies, it doesn’t matter. Right?
What makes move demand? Well, wait a second. What are the forces of supply and demand? What what’s, what is that? It turns out most well, everyone that I know, including the professionals focus on either fundamental analysis. And any of the subsets that kind of are related to spider analysis. Yep. And or sometimes they, they do one or the other, but sometimes they do both.
They’ll use technical analysis in all of its various forms, right? Like Elliot wave G FCI and using all the technical indicators we can see on a, on a price chart and all these things. But there’s six other major forces of demand. You have geopolitical forces, you have volatility, your market sentiment, you have liquidity levels, which includes volume order flow, trade flow, and all these things that banks and smart money use.
And so people have these strategies for order flow. That’s just one more factor. You still. Five other factors. You’ve got what I call prime pools of liquidity, which are these squishy errors between in a price zone where only a, an institution or a broker or market maker will know. There’s kind of an elasticity that level of support let’s say, or resistance for those who understand support and resistance.
That they can manipulate the market with their weight, where they can throw an order in and run people’s stops. So people have a stop loss they’ll hunt, their stops. They’ll get a better price average knowing that the overall weight of the market’s going to carry things back up in, in their direction. So people who are left behind their computers are going, ah, I just it’s they feel very personally persecuted.
Right? I got triggered and the went, the market went without me. Well, once you know where that is, now you can take that into account. You’re no longer a victim of these. Sudden whip saws and these style hunts, you can actually be very confident going and knowing, you know, what, I can ride that coattail. And I’m on, on the other side of where the market can be manipulated.
And as long as there’s enough reward, at least equal or more reward than what I’d have to risk. And I know I have an 80% probability or better I’m golden. I that’s a no that’s a low to no stress position. So I started working that out and as I figured, all that out, I started to look at how do I combine these together?
So it’s not so overwhelming and complex and complicated every time I want to do analysis. And so the idea is I’ve got this input here and it tells me that I’ve got something, some data that I’ve got to deal with. Here’s what I want. Here’s what I have to deal with. How do I bridge the gap? And so. I think, you know what, let me use this rubber band.
Cause I think this really makes the best sense. So when you see visually, let’s say here on my fist, I’ve got, this is rep this represents demand and this other side represents price. Well, since demand is always a leading indicator, right? It’s always where demand. If it’s increasing or growing. What happens?
Price goes up when demand is contracting, it’s decreasing, it shrinks price goes down. So price really is a lagging indicator. Now, when you use fundamental analysis or technical analysis or price focus, it’s, it’s the price of things. Well, price is a lagging indicator to demand. So, and then we use these technical indicator.
That are lagging indicators, because they’re derived from price. That’s a lagging indicator on top of a lagging indicator. And so you’re inherently at a disadvantaged. So if we can shift our focus away from the price of things and start to focus on the demand where the demand is, and we have a way, which is the process I ended up developing, which is how to analyze demand in real time.
Because if I know where demand is, I know where price is going, what it’s going to do next right now, the, the, the part of that. Is understanding that price has also this elasticity. So a lot of people focus on the opportunity of, oh, I see prices at a good area where it should snap back and go to this other area, you know?
So they, so they get in longer short, you know, but they’re not thinking about there’s other factors that they have to know about that may cause price to move continually away from where the demand is at. And so what we talked about demand and bounce arbitrage is understanding. Where there’s a significant imbalance where it’s so stretched out price is so stretched out that statistically, the odds are not in favor of it.
Continuing to move away from demand. It’s going to have to snap back and catch up to demand. Those are what represent very low risk, very high probability opportunities for profit. So we’re arbitration or taking advantage of the difference between that significant inbound from where prices to where the actual demand.
[00:18:25] Joel Erway:
Now, Roger, I want to jump in here real quick. Yeah. This is fascinating stuff. I want to so before we really dive deeper into your methodology and your system of demand and balance arbitrage, like I want to kind of close the gap and close the loop of like, you know, when you first discovered this, right?
You, I mean, you, you put in years and hundreds of thousands of dollars into training, you know, leading up to you, discovering demand, imbalance, arbitrage, like, but paint a picture of like, The stark difference of like what those results were when you shifted to this methodology. So people just understand where you came from and you know, what happened before and what happened after you discovered this?
So like, what were those results? And I know, obviously we can’t guarantee anybody’s going to replicate these results, but I want them to see what happened to you so they can, you know, understand that consistency, certainty and clarity is king. So what did that look like for.
[00:19:14] Roger Khoury:
Well, I went from having a stress filled.
I didn’t know. Okay. I see a good opportunity. I’m not sure. Now when I get into it, I have to commit to it. I say I like it. So I get in, but I don’t know whether it’s going to work out or not. I have to wait and see what happens. That’s very stressful and I can get. Tricked right. I can get a sensor. Maybe it’s not going to work out.
Maybe I should move my, my, my stop. Maybe I should exit. Maybe I should. And this arguing and, and, and second guessing is really self-destructive and there’s no way to have any control over that. So I went from having inconsistency from a, from total subjectivity a lack of clarity to having a level of certainty where all of a sudden, I have a, a level of control over both my experience.
So I wasn’t stressed along the way. I was actually enjoying all of a sudden what I was doing, because I had a very high level of confidence that I knew that I had an 80 to 90% level of accuracy that I knew that my decision now, before I had to commit, I actually knew whether this. Good looking opportunity was actually going to work out or not before I was committed to it.
And I only engaged in those where I knew I had an 80 to 90% probably of hitting my target and I never took more than 2% or less really of my capital in terms of my downside risk. So I never held onto large draw downs. These large downturns, I never took big risks. No longer needed to because I had that clarity.
So all of a sudden I had control over my performance outcomes, as well as my experience. I had consistency rather than a hit or MIS experience that rollercoaster was gone. I had just a steady incline. And I, you know, nothing’s a hundred percent, but you don’t need it to be when you’re right. 80, 90% of the time you have a very, you actually, you know, what’s interesting.
Joel is the risk reward. Says this, this is what everyone lives by. If you want higher returns, you have to be willing to take higher risk. And if you don’t want a lot of risk, you want less risk, then you have to be willing to accept lower returns. You’re not going to do as well. Well, having a grasp on demand in real time, what’s it doing versus where price is at and approaching the market that way suddenly it flips the risk score, predominance head, where now I can reduce dramatically and limit.
My downside risk without limiting or restricting my upside potential that changes everything and do it with consistency and with confidence. And I have a level of control. So that’s really the contrast I went from hit or miss. Having consistency, confidence and control. No more uncertainty about what I was going to expect before and after, because even after you get into a position, the market can sometimes have something dynamically come in.
Well, you would see, you know, demand is up here and price is down here. So I know I’ve got a very strong probability for price to come up and, and hit my target. But if as price is coming up, it’s halfway up and going. We’re doing good. We’re doing good. All of a sudden demand starts to shift down and shift below.
Well, demand always moves first. And then price moves after se that lag because price is lagging. That gives me enough time to take defensive action and go, wait a second. I’m not going to hit my target. Something is shifted in real time. I can see that and I can exit what essentially is going to end up becoming a fail trade while I’m in profit.
Before it turns into a loss. Do you know how the psychological impact of that to know that I’ve just walked away with a profit on what ended up being a failed trade? It’s amazing, you know, it just it’s a whole different way of approaching the maket.
[00:22:39] Joel Erway:
Let’s go deeper now into demand and balance arbitrage.
Right. So because that was, that was interesting. So you’re profiting from failed trades. Is that correct?
[00:22:47] Roger Khoury:
Yeah, because you no longer have to guess. Oh it seems to be struggling. Maybe it’s going to recover. Maybe it’s going to bounce back. You don’t have to have any of that. You actually know. Because you can see physically, you can, in real time, you’re seeing the physical demand shift, you know, just like in the way that I’ve done it is I I’ve, I’ve taken all those outputs and I, and I combine them into like sort of like, you know, how complicated all the complications of what it.
What makes your car work? All you have to look at is, you know, am I running hot? You look at your oil gauge, you know, in that kind of where it should be the temperature of your car and then your fuel gauge. And you’re, you can go and have a very confident experience that you’re going to go from where you are to where you want to be right now.
And it’s as objective as sitting in your car and knowing that my target is I want to have, I want to take a 250 mile road trip and I sit down and my car shows, I only have a quarter tank of gas. Well, anyone who has any experience will tell you a quarter of tank of gas will not give you 250 miles. That is objective data.
There’s nothing that’s subjective about that. It tells me I need to stop and refuel. I don’t have to drive off with stress. Wondering one of my cars is going to appear out and, and, and stall all of a sudden, because it ran out of gas. I know it’s a, it’s visually that intuitive and that simple. So though these, all these, you know, factors seem like, it seems like it’s a lot, but actually I can do my analysis.
In a minute, literally. Okay. And I know I can because it’s visually intuitive and I see what the market is doing, where the demand is. And so if demand Tesla several weeks ago was up at a thousand dollars, but we could see visually that the fuel what’s fueling the market, the demand, all the buyers, all the sellers combined, the interest, the demand in the market was had shifted down to the 700.
So you had plenty of time while the market was up at retesting, the previous highs around a thousand, you knew you were going to get a 30% correction. You didn’t have to second guess that you could see visually demands down here, prices up here. That’s not sustainable. It’s going to have to snap back. And so now we have a way to also, for those of us who are not just focused on generating cash flow and building an account, but actually who also have some long term retirement money, even they can access this model to help them avoid these double digit corrections and, and sudden crashes that can’t happen.
Unless the environment is conducive. I mean, Joel, think about it. You and I can’t walk under a clear blue sky and have it start raining on us. We would see clouds rolling in getting darker. The, the temperature would change. The pressure would change. All these things are identifiable. And they take time to build and because they’re identifiable and they take time to build it makes them forecastable.
So we’re no longer sitting here being victimized by some surprise, sudden event, we can know what to expect. And I, and I’ll, I’ll take it 1, 1, 1 little further to give you an example, Chipotle Mexican grill a few years ago had that E coli breakout. People were dying, eating their food. That’s not anything you could predict.
Right. And the market that stock crashed from 700 to like 500, 400 something. Right. Well, We don’t have to predict and know that there’s going to be an ecoli breakout to when that market’s going to crash the environment. If you do the analysis, you’ll see the analysis was showing a demand before the ecoli breakout happened, had shifted down to the five hundreds, but people were still kind of excited about Chipotle Mexican grill and Alec was that trigger of the E coli breakout, and very sly.
It crashed to the five hundreds. Right? You would see that demand shift. I think it was like six to eight weeks prior. So you don’t need to wait for a trigger to know, Hey, I have to take defensive action or I have to lighten my load or I can profit from it in short.
[00:26:22] Joel Erway:
Well, so Roger, let me ask you this then.
So there’s a couple things that I want to talk about. So number one, number one, I want to ask you, you know, is this a cash flow strategy or is this a long term strategy? Like, does this work for both or how do they play into demand imbalance arbitrage?
[00:26:38] Roger Khoury:
So once you know that you can actually see demand in real time.
Now you can go down on a, on a one minute chart and take advantage of the cycles and where the price cycles as are going because of the hundreds of thousands of interactions of, of, of buyers and sellers each day. There’s always this natural. Cyclical move between demand and price are always moving.
Price are always trying to catch up to demand. And so you see these cycles on a one minute, you see it on a daily, on a monthly, so you can use the same analysis to manage your longer portfolio as you can cash flowing and generating building wealth. And if you want to take 10, 15 hours a week while the first thing in the morning, early in the morning, or at night, or during the day, whatever you want to do and replicate a full-time income because of the consistency that allows you to compound your account, something meaningful.
You’ve got that control. If you want to protect your long term retirement fund, you can call your, if you have a money manager taking care of that, you’ve got your brokerage account. You can call a money manager and say, Hey, take me in cash. You know, and avoid the 30% correction when it bottoms, get back in and write it as a gain rather than a financial hole you’re trying to fill, you know, make up for, right.
Isn’t that much more efficient. You have more control you don’t you’re not stressed. You’re not thrown and tossed by the wins of, you know, the economy. You actually have a level of control. Cause why? Cause you’re seeing demand in real time as you. Shift expand, increase, decrease. You can make your actions and it turns out Joel.
80 to 90% of the time. It’s actually, you’re getting these kinds of opportunities, not these kinds of opportunities. So you actually, though, there’s a lot of good opportunity in the market. Why get engaged in something that’s going to stress you out and have hit, or miss 50, 60% or 70% chance. That’s hard on your psychology.
That’s where you need trade psychology, but you don’t need trade psychology when you know you’re going to be right. Eight, nine times out of 10. So we actually say no, because we’re looking for opportunities that are not likely to lose money. We say no to these opportu. And that’s 80, 90% of the opportunities we see and only 10 to 20% of the time.
We’ll see these ones go, ah, very low risk for it to continue to go further away from demand. I’ll take these ones and then I’m right. And have these easy peaceful profits. That have a very high problem of working out and not stressing me out along the way.
[00:28:46] Joel Erway:
Roger. That’s what you got to call the system. You got to call the peaceful profit system.
Like that’s . That is, that is what like, I’m like, oh, you said peaceful profits like that. No stress, you know, smooth sailing. You know, I, I really like this because you, you painted a picture of of something really, really clear, like you said earlier, it’s like driving a. It’s like, how far do you want to go?
You want to go around the corner or do you want to go drive to Vegas on a 400 mile road trip? Right? No matter which way you want to go, like, you’ve got your two core gauges, you’ve got your fuel gauge and then you’ve got, you know, the engine temperature, right. It’s like as long as you’ve for the most part, like as long as you look at those two gauges, 90% of the time you’re okay.
Sure. Every now and then like, okay, your brake pads might need to be replaced. Like that’s not to say that there’s other maintenance that has to happen, but. you look at your, like your daily gauges that are going to guide you, you know, keep you on the straight and narrow. Right. I, I thought that was a really, really crystal clear picture of, of, of the analogy.
[00:29:44] Roger Khoury:
Well, lemme ask you this question. Yeah. What if you had a full tank of gas to take your 2050 mile drive and you, as you’re starting to drive, all of a sudden your temperature gauge shows your cars start overheat. That’s a failed trade, right? Something’s I’ve got enough fuel. There’s something’s wrong here.
If I don’t pull over, I may not get to my destination. My car might, might seize, right. If my engine’s overheating. So that’s where I go while on my head, let me pull in a gas station, you know, before I have a really bad experience. And so that’s where I don’t have to second guess that that’s objective data pull over, right.
Or your, or your brake pads are making a weird noise. Don’t wait till it, you know, choose into your, you know, your, you know, your PA your, what do you call that? The. The rotors. Yeah. Right. So my analysis helps you understand. What’s the environment that I’m in. Cause I can forecast. I, I can see, okay. The market’s going to go from a to B, but I can see that it’s stormy now.
And that’s the, these where they’re not stretched out. I can. So do I really want to go run my errs in the middle of a storm? Shouldn’t let the storm pass because my chances for getting into an accident increase dramatically. Right? So why take more risk? And by the way, there’s a, there’s some, some wisdom to this too.
I always tell people, never do anything under pressure when you’re under pressure, no matter what, how well, you know, something, you know how to drive a car for years, but if you’re under pressure and you’re late to an important appointment, you will drive that car more aggressively. You’ll drive it differently.
Now your chances to get in an accident and get a ticket, possibly your life altering event, start to increase. Why put yourself through that? So if, if the market and the analysis tells you. This is a, you know, kind of a stormy time, doesn’t matter that you can forecast where the market’s going, what you have to endure along the way is going to put your under pressure.
And you’re likely going to veer off the process that tells you what you should do. You’re going to have trouble. So no, we’re going to say no to those as well. Does that make sense? It does. So it’s not about like, you know, get getting rich quick. It’s about consistency. It’s not about getting in the market all the time because we know where demand is.
No, there’s a, there’s a wisdom to it. It’s about having consistency. What you don’t want is the mindset of a, of an, a grown adult to come in this. And all of a sudden they slip into the mindset of like, what, what it would feel like to a 16 year old who just got their driver’s license. And dad just bought them a two and half million lamb.
Not a smart or wise combination there . Okay. We don’t want to do that to ourselves as Wells. Cause we will revert to that mindset in those circumstances. So, so there was some, some philosophy and wisdom to this and I teach that to, to my clients. Yeah.
[00:32:10] Joel Erway:
It’s fascinating, man. I mean, it’s, you know, it makes a whole lot of sense, you know, it.
Looking at demand instead of looking at price like price is the lagging indicator. And unless you really understand that, I mean, it’s, it’s very easy, it’s easy to get emotionally attached to, you know, the charts and emotionally attached to your investments. And so I love your approach of demand, imbalance, arbitrage, how you spot the opportunities and, and avoid the snap backs.
Right? Yeah. So if I were kind of like starting over or if I were, you know, in the market to. Change, you know, the way I wanted to go, go invest and go trade. Like, this is definitely something that I am extremely interested in. And so your website, Roger is investingfortoday.com. Right? So we’ll drop a link down below and we’ll make sure that people go check it out and, and, and go learn about your system and go learn about your methodologies or work with you directly because you have a really good guarantee, like a really interesting and unique guarantee.
Explain what your guarantee is real.
[00:33:07] Roger Khoury:
So, if you wanted to learn how to be a pilot, you go to pilot school, you don’t go into pilot school with any doubt or concern. I might not be able to fly airplanes when I, when I’m done and I’ve graduated, right? You don’t say I’m going to try it and see if it works for me and hope that it’ll work out, that I can fly airplanes.
You go in knowing that there’s a very proven process, that if you go through the training that they teach you in flight school and you go through everything, they tell you to do that you’re going to graduate. You’re going to be able to have a very stable. Successful career flying airplanes and navigating through any kind of weather and knowing also what weather you should stay grounded and not fly in.
Right. So with my process, there’s no trying and hoping. And because of that, I know I’ve seen now I’ve developed it in 2010. I started people started asking me, would you be able to teach what you do? I never intended to teach this actually until. Started asking me, it was like a lady at church once and asked me, I would be willing to mentor her son, the ripple effect that came out of that was so amazing people, more and more people started asking.
And so I, I took it more seriously. I enjoyed it. But since 2011 I started teaching it formally. And since then, I’ve just watched the consistency of people being able to replicate the consistency, the op. Performance the control, the confidence, the transform lines that come out of that. So I know that if you’re willing to do what I ask you to do, you’re teachable.
You’re not going to come in with your own ideas and put your own spin on it, but just do what I’ve asked you to do. What’s proven it’s impossible for you to fail so I can guarantee person success. I can get you they’ll come to me and they’ll, they will, they’ll be able to be consistent. In a sustainable long term perspective.
They’re not going to, there’s no version two point. Oh, you know, since I’ve developed this in 2010, I’ve never fixed it. I’ve never updated it. I’ve never tweaked it. I’ve never modified it. It’s the same thing because it’s based on principles that are always there, demand will always lead price. So it it’s like it’s as constant as gravity.
So I guarantee people’s success if they’ll just do what I ask them to do. And, and that’s why I go through a whole evaluation where I get to know a person upfront, personally, it’s my life’s work as my reputation, when they look me up and do their due diligence. I’ll see, I don’t have negative complaints or negative reviews because.
I make sure it’s a good fit for the person and a good fit for me and make sure that they’re not coming to me with pressure or circumstances that will put them in that mindset of a 16 year old with a brand new Lamborghini who just got their driver’s license. Because there are grown adults who can very well afford my fees and whatnot and but It’s not a good fit.
I’m not, I’m not willing to take someone and enable them to self destruct, knowing that they have something that’s going to pressure them. They’re not going to be able to do what I ask them to do. Does that make sense?
[00:35:33] Joel Erway:
Yes. A hundred percent. I love the qualification.
[00:35:36] Roger Khoury:
yeah, it, you don’t try and do you come and you know, you’re going to get the results.
[00:35:40] Joel Erway:
Exactly. So the website again is investing for today. Dotcom, go check out Roger and his training, his education, and, and hopefully you’ve gotten a little bit of a taste of just, you know, His knowledge and expertise and, and, and breadth of knowledge in in this space. And so, where I want to pivot to right now is I want to go part two of our interview, and this is called the expert resilience section.
And so this is all about you know, I I’ve asked a handful of people, these questions, cause I I’m fascinated with mindset, right? And so this is all about how entrepreneurs are leading the future in mind, mastery and meaning. And so Roger. I want to ask you a handful of questions around, around this topic because it’s, it’s fascinating to me.
So the first question that I’ve got for you is as follows to be as successful as you are, you’ve probably had to bounce back from a low moment. So can you take a minute to share with us a down moment in your life and how you practice resilience when that happened?
[00:36:32] Roger Khoury:
So actually I had been a, a business consultant for most of my, my adult life.
And that’s really what paved the way and, and funded. my massive learning curve over the years. And I’d built up quite a nice business and, and and I had took, I took on a partner and eventually that partner embezzled money and, and did some really horrible things. And Blew up my life and ripped 15 years of my life right out from under my feet.
And I, I had been in some I was investing in some commodities and things overseas and, and so. That’s pretty the details, but, but it was very stressful to keep managing that and, and the people weren’t reliable and relying on other people and things that were out of my control were very frustrating to me.
And my brother said is, you know, you’re killing yourself. You know, why don’t you, you know, that’s so frustrating that you keep leaning on, you know, you’re depending on other people. And it is, you know, you, you’re trying to now rebuild your life literally from, from almost from scratch. But. Why don’t you do something where you can have full control and you don’t have to gamble with, with, you know, depending on someone to agree with you work with you, stay honest, stay loyal, faithful to you.
You don’t, no one’s going to compete with you. Why don’t you go back and find a way to be consistent with your trading? I know you love that. You’ve been, you’ve been at that. Why don’t you focus on that a hundred percent and stop trying this or that, and really, you know, and you’re you know, I know that you, you believe in God, you have faith.
Why don’t you pray for him to help you? And I was. Such a simple thing. , you know, I’ve always been kind of driven by my own mind and what I can do and what I, if I put my mind to it, I, you know, but I’ve actually never prayed about help me give me guidance and illuminate my path and, and and just, and then focus a hundred percent on it.
Now that I’m just in the situation. And I did that, and that was. What led me to thinking that I had something got really angry, balled over and went to the, went to the beach and saw those surfers that changed. So you can see that there was actually kind of a very providential unfolding that happened, but that, that, and so this now then gave me the ultimate control, by the way, I’m going to tell you something really interesting about that.
Once you have control and confidence and you no longer have to worry about. Anything competing with you or changing your ability to have what you want. You, you develop a level of peace about your future, that and a security where once you get to a place where like, this is my, my, my sweet spot, your ambition, and drive to need more kind of also goes away and you start to really enjoy the extra free time and you start to enjoy your life.
And I really try. Part that to my clients and say, don’t, don’t come to want to trade for a living. Honestly, use the process and the consistency of it to, to get you to full-time investing where you can first replicate your income. Once you’ve done that, take the abundance. The growth continued growth into investing in things that are passive yielding investments.
So you never need to trade you. You never need to be in the market. There because you want it it’s an enhancement or you just want to maintain something. So you’re never under pressure. We want to have no pressure when we engage with something financial. Cause it it’s, it charges our emotions.
[00:39:39] Joel Erway:
Yeah. Hundred percent sure does.
And it, you never want to take on that gambling mentality. Why not? When you’re investing with your future investing with your, your , you know, your nest egg exactly. All right. So second question. If you had to pick one, what one mindset would you say has meant the most to you? And can you share an example of how that works?
[00:39:59] Roger Khoury:
So really a lot of people are very goal oriented and so they think about, I want to make this, I want to earn this. I want to have this. I have learned this is so counterintuitive and I’m, I’m going to get a lot of people really angry with me here. Vision boards, dream big, go after your dreams. I have found in consistency, a pattern in everyone’s life that I’ve I’ve ever seen and touched and counseled me mentored.
It actually achieves the exact opposite. It distracts you from what you really need to be focused on. If I have a a goal to make X percent per week or per month with my, with my activities, I’m going to naturally put blinders on and I’m going to put pressure on and it’s not going to serve me. It’s, it’s actually self sabotaging instead of focusing on performance or percentage or dollars.
I learned the hard way that you need to focus on the process that delivers reliable, repeatable, consistent results that can compound and deliver what you’re looking for. So I tell everyone don’t focus on what you need to make focus instead on being a good steward of the process. And if your goal is to apply the process as faithfully and as properly as you can, you’ll find that the results were not only meet.
And at accomplish your goals, they will exceed your needs and your goals because it’s the process that delivers results. Not going after my goals. It’s the process that delivers those. Does that make sense?
[00:41:37] Joel Erway:
A hundred percent. I love it, man. It’s always about the process. That’s like one of the secrets to life, like success in life in, in in so many things is enjoy the process.
Enjoy the, the journey there. Versus focusing on the destination, focusing on, you know, the best outcome. All right. Third question. What is something that you or your company does that you are really good at? And do you have any examples? Do you have a story to explain that?
[00:42:02] Roger Khoury:
Absolutely. So when people come in, I say, Don’t look for opportunities.
Now you’re going to get, feel a sense of empowerment. You’re going to feel a sense of confidence. I’m forecasting the market accurately, just because the market’s forecastable doesn’t make it. Tradeable it, it doesn’t make it something that you want to engage in. Remember we talked about 89% of the time. It’s too stormy.
You don’t want to be in that pressure. That’s going to cause you to take your, your, your eyes off the objectivity of the dating. You start to rationalize behaviors and actions that don’t serve you. You want to stay calm. Away from pressure. So we want to kind of get the 10, 20% that actually are giving, going to give us peaceful low to no stress experience for profits.
So let’s not, we want to shift our focus away from opportunities that are likely to make us money, but use the process to anybody, to focus on identifying objectively. And clearly the opportunities are not likely to lose money. So. Every client that’s come and done that and didn’t try to put their spin on or whatever.
They were very faithful to. The process has gone from not only inconsistency hit or miss, but that consistency allowed them to outperform their, their hopes and desires before they meet me. So they’ll come to me and say, well, I would really, it would be great if I could earn this kind of return on average over the year on my, on my brokerage account, you know, There’s not a single person who hasn’t dramatically beat their hopes and, and desires when they focus on the process and looking for opportunities that are not likely to lose money, that gives them a tremendous amount of control and stability that people want.
They want that certainty. And when they do that, they thrive. Yeah. And they’re blown away when look back’s like, wow, I I’ll get guys routinely that have been in this for 20 years. Looking for jumping from system to system to strategy, to technology. It never. Does it last, there’s always something, oh, version two, one.
Oh, here’s what’s working now. They need something that’s one and done and it’ll never fail them. It’s going to be its constant as gravity. And so when they come to me, they, they have this experience of, I know I’m doing this, but is this, is this real? Is, is there another shoe that’s going to drop? Well, this stop.
And it takes them a few months to realize this is my new norm. There’s there’s this is not going to stop. This is how it is. And then get kind of really relaxed and it becomes. Really form of relaxation for them. For many of them, they tell me it’s like doing a, a crossword puzzle. I’m not stressed when I use I’m enjoying this.
This is amazing. So I would say it’s that shift, not, not looking for opportunities to make money, but looking for opportunities that are not likely lose money and having a process that delivers that with consistency.
[00:44:34] Joel Erway:
Love it, man. All right, man. So the final question Roger is what is your, why? What gets you out of bed every day to strive for excellence?
[00:44:42] Roger Khoury:
So when I had originally accomplished my own goals and all of a sudden had all this free time into my hands, I thought I was going to go out and just socialize and have a good time and enjoy life. An interesting event happened, my dad’s health took a turn for the worst, and I started spending 10 to 12 to 14 hours a day, seven days a week near next to my dad’s bedside was very committed to not letting him feel depressed.
And because he kinda lost his will to live. And it was a very difficult time and it was miserable for us, our life’s family upside down. But I used that time rather. Myself, but to, to just be there and support my, my, and that, that was that ordeal went on for like five and a half years, by the way. So that was a very difficult and dark time in my life.
When people started asking, would you be, want to teach me? I had a handful of hours a week that I could kind of share and kind of get away and get, get a little bit of time and just kinda my little bubble. And it was one of the healthiest, most productive things, because it was a bright part in my life because being with an elderly parent Taking care of them and health difficulties.
It’s a, it’s a, it just sucks. The life out of you. You know, it’s depressing, it’s hard. And when I would see these transformed lives and what it meant for their families, and I get the ripple effect, they get the gratitude and the love it, it was so uplifting. I think it just saved me and enabled me to get through that period for five and a half years.
And, and when people are willing to value you and all of a sudden you’re. Okay. I’ve I’ve accomplished this, but then here, no one ever says like no to more money, you know, especially when it comes in a fun way and a, in a fulfilling way and a rewarding way. I, I started kinda like, wow, this is just providing like almost, and I it’s interesting, because I never had.
A comfort with taking money from people you know, because when you accomplish something for yourself, it feels like, you know, you’re a little bit too proud to need to accept, but, but I had to learn. I said, okay, well, you know what? I figured out a fee structure where here’s the value I’m providing and, and, and if whatever you do with this.
I’m not going to feel like you took advantage of me. I don’t feel exploited. I figured out this is kind of a, a, you know, going to make me feel good about what I’m providing for you, giving you my life’s work, but there’s profit obviously in that. And so I thought, well, what if I get to get percentage of that?
Figure out what. Does it cost me on average, over a 12 month period, to support someone to go from note from nothing to being profitable and building their account, being able to actually make that the best investment they’ve made over a 12 month period. So I figured out my hardcore costs over a 12 month period, and I said, I want you to carry your own weight, just carry, just cover the cost that I would have to incur between my time, my overhead, my resource number, provide you to, to, to give this to you.
And then only when you’ve profited after you’ve actually doubled your money on your investment to actually learn this and be profitable, then I’d like to share in your profit only when you’re profiting. I get to profit. I. 10% until we hit my, my cap, my tuition, and then whatever you make after that, it’s all yours.
Mm-hmm . And that gives me an incentive to my emotions and everything. Anytime they come to me, I have an incentive. I, I want to be there. I’m excited. And now I’ve, I have equity in that person’s success. And I think it’s much more intellectually honest. And so that’s been such an awesome experience and the love that I’ve gotten, I get wives that will call.
1218 months. I go, I can’t believe what you’ve done with my husband. Nevermind. It’s just performance, but he’s more patient now, too. This process has enabled him to be kind of present when he is with us, rather than being with us in his mind somewhere else. He’s just, he’s more patient. I mean, it changes people.
There’s personal growth that comes out of this too. So that’s very personally gratifying. So for me, my why my, the most fun time. Is actually being able to interact with people and touching their lives and, and just seeing what comes out of that and, and that response. And, and actually we’ve got a client and his wife visiting us for a week here spending time together.
And of course you and I had had scheduled this before they decided to come over here. So but it’s, but you’ll enjoy relationship with people that their clients, but they become your friends and become, you know, some of them become like family to us and, and that’s really. Something that I thrive on.
And that’s my biggest reason.
[00:48:38] Joel Erway:
Yeah. I love it, man. That is is very inspirational to just get the ins the insights from people like you, experts like you to, to see what drives them and what makes them tick and, and You know, I love the, the equity investing with, with, with your clients because it makes sense, you know, your results are based on their results.
And I think it’s, it’s, it’s mutually beneficial and it’s very fair. And so I’ve enjoyed connecting with you here today. Roger, you are you are an extremely bright and extremely driven and extremely. You know humble, you know, entrepreneur and that’s who we have on, on, on experts unleashed. And so if you’re interested in working directly with Roger or learning more about his programs and his education head over to investingfortoday.com Roger, it’s been a blast, man.
[00:49:24] Roger Khoury:
Sure. Great. Being here. Thank you for having me.
[00:49:26] Joel Erway: Yes. It’s been a blast. And so we’ll see you all on the next episode. Take care.
[00:49:33] OUTRO: Thanks for listening to this episode of experts unleashed. If you’re looking for new and innovative ways to design and execute your plan to become a six or seven figure expert without the massive team apply now at theperfectexpert.com.