Meet Our Chief Strategy Officer

Joe Markman

Chief Strategy Officer

Serving as Chief Strategy Officer is Jon’s son, Joe, an accomplished entrepreneur who specializes in on-line marketing and systematic management. Joe started his first successful business in high school after learning to turn his passion for scuba diving into a shoreline restoration service in Seattle. For the next six years, he hired dozens of divers every spring and trained them to remove invasive species of plants to improve lakeside waterfronts and the health of the region’s underwater ecology.

Working out of a warehouse in the industrial Georgetown section of the city, Joe developed unique ways to market his services to a wealthy and demanding clientele via radio and social media advertising.

Joe sold his company to a firm associated with a national waste-management company after moving to Austin, Texas, and now brings his considerable organization and marketing skills to Markman Capital Insight.

A graduate of the University of Colorado’s Leeds School of Business, he is responsible for the MCI customer experience as well as sales, operations and staff management. In his spare time, Joe can be found smoking meats in his backyard, working out with his wife (a fitness competitor and start-up operations specialist), playing with his two kids or practicing archery.

One system. Four levels of conviction.

Start with the foundation. Add the growth engine. Then trade the leaders with the pros. Every publication reports its results, winners and losers alike, every month.

Compound & Conquer

Own the 3% of Stocks That Actually Create Market Wealth

$97/year or $30/quarter or $10/month
  • Monthly Compound & Conquer Report with 2-3 high-conviction stock ideas and clear buy ranges, so you always know where new money goes first.
  • Full 70-stock “3%” universe of dominant, cash-rich compounders, with eight years of real-world performance and plain-English theses.
  • Concise daily end-of-market journal, so you know what moved, what mattered, and whether you should act, in under five minutes.
  • Simple 3% ETF portfolio that lets you get invested immediately while you gradually build concentrated positions in individual winners.
  • Built for self-reliant investors with $50K+ to deploy who want above-average, long-term returns through focused ownership, not day-trading.
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Digital Creators & Consumers

The Digital Transformation: Investing in the Architects of Tomorrow

$1,200/year or $330/quarter or $120/month
  • Twice a week fresh tech analysis.
  • Directly own a portfolio of 12-15 companies building the digital transformation, the biggest business story of our lifetimes.
  • Every position comes with its thesis, its buy level and its sell level.
  • Recommended as 20% of your portfolio.
  • Bonus: Know about the companies creating the infrastructure for the AI revolution.
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Digital Leverage

Amplify Your Earnings

$2,300/year or $633/quarter or $230/month
  • Leveraged ETFs and options of large tech stocks, for shorter holding periods and income for now.
  • Up to 20 high-potential trade alerts per month, hand-picked, AI-optimized trades targeting short-term, high-impact gains.
  • The goal: 120% a year. Year one: delivered.*
  • Trade right alongside our experts, every step of the way.
  • 3-6 positions held at any given time.
  • Market commentary and weekly strategy sessions, so you understand exactly where the biggest opportunities are.
  • A path to 40-80% gains per trade.* We target short-term moves with clear entry and exit points.
Try or Buy Learn more ❯

Markman Quarterly

A Premium Investment Research Service

Included in The BOMB. $8,000 a year on its own.
  • Our quarterly report supplies comprehensive, high-level investment research with clear macro and market outlooks.
  • Data-Backed Market Sentiment Reports
  • Stock Market Valuation and Risk Assessments
  • Actionable price levels on key indexes and sectors so you know where professional money is watching, entering, and exiting.
  • The “Stocks We Love” List: A rigorously curated selection of top-tier businesses riding powerful secular trends like digital transformation, AI, reshoring, and energy security.
  • Unlike daily noise-driven commentary, Markman Quarterly emphasizes discipline, patience, and aligning your portfolio with long-term secular shifts that transcend short-term volatility.
Get it with The BOMB Learn more ❯

The BOMB

Every Markman publication for one price

$5,000/year or $1,375/quarter or $500/month
  • The Perfect Portfolio.
  • Build wealth for later and income for now.
  • We call that the Big Ole Markman Bundle, or The BOMB for short.
  • All of our services, plus Markman Quarterly, for one price.
  • Value: Markman Quarterly alone is $8,000 a year. The BOMB is $5,000 a year and includes it.
  • Bonus: Members-only “Ask Me Anything” section, a $10,000 annual value, free.
  • Bonus: Access to anything we launch first.
  • Bonus: “Reminiscences of a Stock Operator – Annotated Edition” — free gift.
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Includes Markman Quarterly

*Results are in no way guaranteed. Past results are no guarantee of future returns, and all accounts may not achieve comparable results. Recommendations are leveraged and speculative, so only use risk capital, money you can afford to lose. All results show ex-commissions and fees. Options trading involves the risk of substantial loss. Markman Capital Insight publishes independent research; nothing on this site is personalized investment advice.

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Markman Capital Insight

Independent insight for self‑reliant investors

Five to ten minutes a day. What changed, what it means, and what to watch next. No hype.

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Independent researchNo brokerageNo conflicts

What you will find here

Markman Capital Insight publishes independent investment research for self-reliant investors. These articles cover market outlooks, the technology shifts behind Digital Leverage, the quarterly institutional review in the Markman Quarterly, and plain-English investor education. Each piece takes five to ten minutes, with sources linked so you can check the work.

First articles are on the way

We are publishing the first insights now. Browse the topics below, or get the free weekly 3% Letter.

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Six areas of coverage, each with its own focus.

Market Outlook

The week in markets, in plain English. Bulls versus bears, and what matters.

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Digital Leverage

The technology shifts that build fortunes, and where leverage comes from.

Read the pillar page →

Markman Quarterly

Themes, calls and lessons each quarter, from the institutional report.

About the Quarterly →

Investor Education

Evergreen guides that explain how investing works, with examples.

See free resources →

Company News

Announcements and updates from Markman Capital Insight.

About us →

Start here

Three places to begin if you are new.

1

What is Digital Leverage

The core idea behind the research, in one page.

2

How to read the Markman Quarterly

What each section means and how to use it.

3

Secrets Of The Wealthy Few

The free download on spotting companies that deliver shareholder value.

The 3% Letter. Free, every Friday.

Three minutes. Three decades of research. The week in markets, and the top-3% companies worth your attention next.

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Disclaimer : Results are in no way guaranteed. Past results are no guarantee of future returns. All accounts may not achieve comparable results. Recommendations are leveraged and speculative, so only use risk capital, i.e. money you can afford to lose. All results show ex-commissions and fees. Options trading involves the risk of substantial loss. Markman Capital Insight publishes independent research; nothing on this site is personalized investment advice.

© Copyright 2026 Markman Capital Insight, LLC

© Copyright 2026 Markman Capital Insight, LLC