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.