Episode: 2

All About Execution

Painting the Tape – Episode 2: All About Execution

Hosts: Stowe, Leo, AJ

[00:00] Introduction & Banter

  • Meet the hosts and catch up on life updates, including AJ’s vacation and trading week reflections.

[03:20] Episode Theme Introduction

  • The hosts introduce the main topic: execution in trading, and set the stage for a deep dive.

[07:10] Personal Trading Journeys

  • Each host shares their early trading experiences, mistakes, and how their approach evolved.

[11:34] The POSA Framework Explained

  • Introduction and breakdown of the POSA execution framework:

    • Put On risk: [13:24]

    • Observe: [16:35]

    • Scale: [21:55]

    • Add for momentum: [32:10]

  • Discussion of order flow, discipline, and adapting the framework to personal style.

[38:30] The Myth of “Safe” and “Unsafe” Trading Days

  • Rant segment: The hosts challenge the idea of “safe” vs. “unsafe” days, discuss risk management, and the importance of finding your own edge.

[52:51] Trade Reviews

  • Leo and AJ review recent trades, including both a winning and a losing example, with detailed context and lessons learned.

[1:04:00] Closing Thoughts & Listener Call to Action

  • The hosts wrap up with final thoughts, invite listener feedback, and encourage trade review submissions.