The Disciplined Investor: Recent Episodes
Andrew Horowitz - Host
Gold and silver ripping.
Jobs numbers telling different many stories.
A good lesson from crowded trades – Let’s not Tip The Boat…
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.
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Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (SNDK), (MSFT), (BABA), (BIDU), (GLD), (LULU), (SBUX), CMG), (NKE), (JD), (KWEB)
Saying Goodbye to JCD.
The first test of the Fed Chair – with a miserable outcome.
Some eye popping moves.
An update on the meniscus repair.
And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst
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Christopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks, credit markets, housing finance, and financial regulation. Chris has spent decades studying the U.S. financial system from both the public and private sectors and is the author of Inflated: Money, Debt and the American Dream. His market commentary is widely followed because he’s willing to challenge conventional thinking—and often does so well before consensus catches up.
Chris recently became a brand ambassador for Monetary Metals, a company whose approach to making physical gold a productive asset aligns with views he’s held for years about the role of gold in a portfolio.
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Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (MSFT), (TLT), (META), (INTC), (AMZN)
A deeper dive into Technical Analysis.
Prices are probing important levels.
We are on the edge of my seats for more earnings results.
Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net
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Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need.
CHECK OUT BRIAN’S LATEST BOOK
“I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “
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Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (MU), (AAPL), IWM), (NVDA), (SPCX)
The High cost of investing – how to keep more of what you make
The tech trade is in tatters – chips entering correction.
Earnings rolling in – investors seeing both sides of the story.
And our guest this week – Tom McClellan of the McClellan Market Report.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.
In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.
The signup link is http://mcoscillator.com
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (AAPL), (SPCX), (SPY)
War is back on – Oil on the rise.
Some are saying AI trade has peaked – I have some thoughts on that.
Earnings season is just days away.
We will talk about that with our guest – Gavin Maguire, Senior Analyst at Briefing.com.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Gavin has more than 20 years of market experience with Briefing.com, contributing real-time commentary to the Live In Play page and helping monitor market-moving news, rumors, economic data, earnings reports, geopolitical developments, and broader macro events that shape investor sentiment and market direction.
For Briefing Trader subscribers, Gavin provides daily trading and investment ideas under the EVENT custom ticker, with a focus on day trades in the major indices, including the S&P 500, along with select longer-duration opportunities in ETFs and individual stocks.
In addition, Gavin hosts The Sentiment & Flow Show on Briefing.com’s Trader Audio, where he examines market structure, options flow, positioning, and investor sentiment to provide a top-down view of current market trends and identify where markets may be headed next. The show combines technical analysis, options activity, macroeconomic developments, and institutional positioning to help traders better understand the forces driving price action. He graduated from the University of Scranton in Pennsylvania and is based in North Carolina.
Check Out Briefing.com (Free Trial)
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Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (GLD), (ORCL), (META), (SPY), (NKE), (GOOGL), (BKRB)
Jobs report out a day early and a little soft.
New revelation about data-center capacity smack tech shares.
June ends on an upbeat note – July is very interesting so far.
Our guest, Peter Schiff of Echelon Wealth Partners .
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets.
Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign.
Check Out EuroPacific Asset Management
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Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (GLD), (SLV), (BTCUSD), (GOOG), (MU), (INTC), (META), (ORCL)
THE PCE report is out – now the Fed has a decision.
Micron blew away estimates – chip prices are soaring.
The annual stress tests showing – all clear and banks respond.
A great time to bring on our guest – Carley Garner of DeCarley Trading.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC, and she is a regular guest on Bloomberg Television’s Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and “Futures” aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country.
Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader’s First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com
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More information available on Horowitz & Company’s TDI Managed Growth Strategy
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Stocks mentioned in this episode: (GLD), (SLV), (SPY)
Inflation is so hot – the Fed is concerned.
Fed Chair Warch makes his debut – markets boo’d.
Another deal delaY.
Chips and Dips – investors eating them up…
And our guest – Frank Curzio – Curzio research…
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Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
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Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (DGXX), (BE), (IONQ), (CEG), (SPCX), (NVDA), (MSFT), (WDC), (ORCL)
SpaceX Launches its IPO
Inflation still a problem
I am asking – What are you waiting for ? I want to know..
A portfolio is not the goal. The portfolio is the tool. The goal is the life.
Learn More at http://www.ibkr.com/funds
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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPCX), (BA), (AAPL). (GOOG)
Buy in May and Let’s Stay!
Market concentration getting more concentrated.
Eco reports – looking fresh.
Looking into the Ratchet Trade with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Steve is the Chief Strategist at Interactive Brokers. He also serves as Head Trader of IBKR Securities Services, the firm’s trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm’s holding company.
Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker. He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence. Much of Steve’s career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist.
Steve has guest authored several columns in Barron’s and made numerous live appearances on Bloomberg TV and Radio, CNBC.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (MSFT), (AMZN), (SPY), (IWM), (RSP)
A new ceasefire and 60-day extension!
PCE numbers are out – somehow inflation cooling.
More government handouts – stocks rally in the news.
This week’s guest: Wesley Gray – Founder, Alpha Architect.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Wes Gray – After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (SPY), (RKLB), (DELL), (INTC)
NVDA earning are out.
SpaceX IPO excitement is growing.
Key interest rates driving higher.
And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession.
Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space.
Learn More at http://www.ibkr.com/funds
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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info – https://envestology.com/
Stocks mentioned in this episode: (/BTC), (/ETH), (TSLA), (OKLO), (IONQ), (QUBT)
Inflation sticky like old pine sap…
Another round of China meetings.
Universal Basic Income –hints and whispers.
And our guest – Ed Easterling, Founder and President of Crestmont Research
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.
Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (META), (CAT), (IONQ), (SLV), (BND)
Blowout numbers from Semis – tech is on fire!
The war is kinda over – but nothing has changes.
A deep dive into AI and employment trends – is your job at risk.
And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history’s wildest financial strategies made him financially independent in his mid-40s.
His writing blends deep, unconventional insights with some of history’s most hilarious stories His first book, Founding Sins , from Oxford University Press, was praised as “extraordinary” and “witty.”
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Chart/Graphic Discussed
Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG), (WHR)
Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on…
So many people confidently discussing a subject they know little about, while dismissing experts.
The big boys have reported !
Powell’s Last speech – and a divided Fed.
Inflation – via the PCE is hot.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG)
War is on or off – can’t keep track
But, nothing has changed with the flow of oil
What is the story that markets really telling us ?
And our guest, Howard Lindzon, Founder of Social Leverage.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California.
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Learn More at http://www.ibkr.com
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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (GEV), (BA), (AAPL). (GOOG), (DKNG), (HOOD)
10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken.
Key Reversal Indicator breaches an important level.
Employment, Inflation and eco still looking good.
Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.
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Stocks Mentioned in the Episode: (EWY), (NVDA), (JPM), (BAC), (TSMC), (AMZN), (WFC)
We kind of have a ceasefire – depends on who you ask.
The Fed still thinking of a rate cut this year.
Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand…
We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in behavioral analytics and works with many of the world’s largest investment managers. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as CIO of Avocet Capital Management, a technology hedge fund). She’s the co-author of “Stock Market Maestros: The winning habits, strategies, and mindsets of the world’s best investors” (2026).
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Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (SPY), (USO)
Sitting on hands – maybe a good idea right now.
Confidence vs. courage in your investment process.
A look at Q1 markets and economics.
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.
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Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (AAPL), (USO), (MSFT), (GLD), (SLV), (EWY)
A one sided peace plan? Let’s hope not…
Inflation estimates in the 5% range and climbing.
Private markets, credit and the same story all over again.
And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap?
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)
PPI just exploded higher.
Florida Freeze about to hit our wallets.
The Fed is on hold but not happy.
And the War carry’s on…
Our guest this week – David Gaffen, Breaking News editor at Reuters.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.
In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.
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PPI Table Discussed: PPI Table – Feb 2026
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (WMT), (DAL), (AAL), (EWY)
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Oil’s Big move – one for the record books.
Markets in a slight panic – not too worse for ware.
Inflation numbers are out – but does anyone care?
And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic brokerage firm. He has been at the forefront of applying computer technology to automate trading and brokerage processes since soon after he emigrated from Hungary to the United States in 1965.
In 1977, Peterffy started his own business with $200,000 savings, writing programs and building systems to value and trade stocks and options, as a market-maker on the American Stock Exchange. He was the first to build mathematical models to calculate and disseminate continuous bid and offer quotations and to develop a tablet computer for use by his employees trading on exchange floors. By the late 80s, Peterffy developed a fully integrated, automated market-making system for stocks, options, and futures, that grew into a digital network encompassing most of the world’s exchanges. Starting in 1993, brokerage interfaces and customers were added to this network that continues to expand in products and customers all over the world.
Today, Interactive Brokers is one of the largest publicly traded electronic brokers with a market capitalization of over $100 billion. The firm provides direct access to trade executions, clearing, and custodial services for a wide variety of products, including stocks, options, futures, forex, bonds, CFDs, and funds on over 170 markets and in up to 29 currencies around the world.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (OIL), (GLD), (SPY), (QQQ)
War and Markets – Not a great mix
South Korea tumbles the most in history
Inflation risk is real again – the Fed’s quandary is real
Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America.
Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA)
Markets not thrilled with tech
Mortgage rates dip below 6%
Feb ends with a dud
Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher”
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Follow @DiMartinoBooth
Looking for style diversification? More information on the TDI Managed Growth Strategy
https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)
Short week – but full of fun…
We have been dancing around the 50-day moving average.
A rant is about to happen – oh boy, strap in.
And what is going on with commodities?
A great time to bring on our guest – Carley Garner of DeCarley Trading.
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Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC, and she is a regular guest on Bloomberg Television’s Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and “Futures” aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country.
Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader’s First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com
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More information available on Horowitz & Company’s TDI Managed Growth Strategy
Check this out and find out more at: http://www.interactivebrokers.com/
Stocks mentioned in this episode: (GLD), (SLV), (SPY)
Employment Report Solid
The Tech disruptors are getting disrupted…
Growth vs Value – an abrupt change.
Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.
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Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals.
Cullen’s primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services.
Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
His latest book is YOUR PERFECT PORTFOLIO: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies . In that, Roche draws on two decades of experience building investment firms and advising clients to help readers discover the strategy that fits their goals
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)
They are calling it Software-mageddon!
Digging into the precious metals.
Wake up Diversification fans – we have something for you…
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (CRM), (QQQ), (NVDA), (GLD), (SLV)
The FED – keeps rates unchanged
SpaceX announcing IPO plans
Investors cautious on CaprEx spending plans
And our guest – Frank Curzio – Curzio research…
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Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
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Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)
Greenland babble sinks and then boosts markets.
Natural Gas prices skyrocket.
Small Caps continue to lead markets.
Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his passion for whiskey with his background in building pioneering investment ventures.
Kasler founded CaskX in 2019, officially launching operations in early 2020 during the COVID?19 pandemic. Despite global shutdowns, he built momentum by developing an innovative model that allows investors to purchase portfolios of barreled whiskey, which appreciate in value as they mature.
CaskX:
- Manages 30,000+ casks valued at over $50 million
- Serves 700+ investors worldwide
- Employs over 30 professionals
- Operates in Beverly Hills, Louisville, Sydney, Hong Kong, London, Toronto, and Des Moines
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (@NG), (INTC), (QQQ), (SPY), (IWM), (DELL)
Greenland, Iran and Mexico – OH MY
Earnings season – yes it is here !
Markets re on fire – all systems go – Get your gold and silver too!
And out guest – Benjamin Kahle – Managing Partner of Wellings Capital.
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Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company’s investment strategy and guides asset management initiatives. Since joining Wellings Capital as an intern in 2015, Benjamin has played an instrumental role in the firm’s growth, driving it from $0 to over $215 million in investor equity under management and over $450 million of assets under management. His leadership has helped establish Wellings Capital as a trusted name in the commercial real estate private equity space. Benjamin’s real estate career began early—he became a licensed realtor during his junior year of college. He earned his Bachelor’s degree in Business Administration from Liberty University and lives in Central Virginia with his wife and son.
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPY), (TSLA), (GOOG), (BIDU)
Capturing Maduro and Buying Greenland – all in a day’s work!
Markets off to a great start – plenty of January to go…
Venezuela oil – untapped opportunity – BUT let’s take a closer look.
And our Guest – Todd Tresidder – Founder of FinancialMentor.com
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Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn’t, and why based on a depth of proven experience.
Todd is a financial coach and educator at FinancialMentor.com. He’s the author of five financial planning books including ‘How Much Money Do I Need To Retire?,’ ‘Don’t Hire A Financial Coach,’ and ‘Variable Annuity Pros and Cons.’ You can connect with Todd via his website, Financialmentor.com, Twitter @FinancialMentor, or on Google+.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SHLD), (RTX), (SPY), (GLD), (XLE)
Prospective Perspective – we are looking ahead by looking back.
A new year – what may drive returns into 2026.
So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPY), (RTX), (NOC), (SHLD), (GLD)
Being disciplined pays off.
Markets finishing in a good place – ready for 2026.
Fun times ahead with a January warning.
Inspired by Market Wizards with our guest, the renowned Jack Schwager.
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Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities.
Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020), Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series.
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPY), (NVDA), (TOST), (QQQ), (GLD)
The walls are coming down – the house of cards exposed.
We have economic data – late but we got it.
And that concludes the last full week of trading for 2025!
And our guest – Robbie Miles, CEO of Live and Let Live
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Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a freer, more peaceful world. As part of the Live and Let Live community, you’re surrounded by individuals who share a passion for personal responsibility, non-aggression, and being good humans.
Here, we connect, collaborate, and grow together — exchanging ideas, supporting one another, and taking action that aligns with our shared values of peace, freedom, and human flourishing. Whether you’re here to learn, contribute, or lead, there’s a place for you in this movement.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SLV), (GLD), (ORCL)
The Fed cuts and keeps markets guessing.
Silver hits a record – up 100% this year.
Looking at frameworks and fake transparency.
And our guest – Ed Easterling, Founder and President of Crestmont Research
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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.
Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SPY), (QQQ), (NVDA), (IBM)
Quick flip and pivot – Fed in focus.
Stagflation alert – inflation remains sticky.
Unemployment – ADP show massive losses in one category.
Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.
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Andrew Wilkinson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders’ Insight, Traders’ Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL.
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info – https://envestology.com/
Stocks mentioned in this episode: (BTCUSD), (DIA), (SPY)
Tax Relief Boosts Corporate Earnings
S&P 500 Financial Performance Analysis
Share Buybacks and Market Indices
Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices
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Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®.
Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry.
Howard graduated with a B.S. in Business Management from Syracuse University.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (DELL), (BTCUSD)
We got numbers!
NVIDIA EARNINGS – now we know – remarkable turnaround on the news.
Yen at critical levels – global markets should be on alert.
This week’s guest – Tim Knight – a self proclaimed Permabear.
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Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.
He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.
He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.
In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.
Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.
You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (GLD), (BTCUSD), (MSFT), ($YEN)
The Government is back open – is that a good thing?
October’s economic data may be lost forever.
Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.
Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)
The Emperor New Clothes – looks familiar.
A closer look at valuations
Tariffs under fire – Supreme court hearings.
And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.
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Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets.
Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.
Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)
Swiss cheese agreements.
Overspending by big tech – could that be their downfall?
A rate cut in the dark and AI’s Impact on Future Workforce.
Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.
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Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.
His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.
He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.
He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).
Follow @vitaliyk
Check this out and find out more at: http://www.interactivebrokers.com/
More information available on Horowitz & Company’s TDI Managed Growth Strategy
Stocks discussed this week (ORCL), AMZN), (MSFT), (DIS), (AMD), (NVDA), (NOK)
It’s time to tend to tend to the garden – a little maintenance for the portfolio
October does what it usually does
Targets raised, analysts are trying to keep up – even if earnings miss
And our guest – Danielle DiMartino Booth – the “Fed watcher”
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Follow @DiMartinoBooth
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)
Bank earnings – looking good so far (for the big boys).
CHINA TRADE WAR – but what that really mean?
10 yr yield tapping on 4% and markets showing another “V” recovery – or fake out?
And our guest, Howard Lindzon, Founder of Social Leverage.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California.
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Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)
The government is shutdown – How long this time?
The Bubble – how much longer can it last?
The healthcare sector gets a needed boost….
Guest: Tom Nelson, Franklin Templeton Funds
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Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.
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Stocks Mentioned in the Episode: (AMZN), (NFLX), (PLTR)
October – will history repeat?
New tariffs announced – again.
Thinking about 401k plans – innovation or exploitation?
And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.
A leading expert on the international monetary system and global finance, his research covers the history of global financial crises, the international monetary system, economic history, and the causes and consequences of populism.
Dr. Eichengreen holds fellowships from several institutions, including the National Bureau of Economic Research and the American Academy of Arts and Sciences, and has previously served as a Senior Policy Advisor at the International Monetary Fund (IMF).
Learn More at http://www.ibkr.com/funds
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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info – https://envestology.com/
Stocks mentioned in this episode: (BTCUSD), (ORCL), (OKLO), (QQQ)
Stocks take a breather after a huge run.
Economist talking out of both sides of their mouths.
Circular finance and vendor financing – all the rage.
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders’ Insight, Traders’ Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL.
Learn More at http://www.ibkr.com/funds
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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info – https://envestology.com/
Stocks mentioned in this episode: (CRCL), (KSS), (FIOG), (WMT), ROST), (NVDA), (TSLA)
The FED – CUTS as expected
Dot Plot turns dovish
Market – not much of a move really
Rug pulls – moving out of cryto and into IPOs
And we are talking taxes and crypto – with our guest Pat Camuso
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession.
Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space.
Learn More at http://www.ibkr.com/funds
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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info – https://envestology.com/
Stocks mentioned in this episode: (/BTC), (/ETH), (TSLA), (OKLO)
Inflation is up and its down.
We have revisions and a weakening jobs market.
10yr Treasury trying to break below 4%.
And a new top dog is crowned.
Our guest, Peter Schiff of Europacific Global.
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Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets.
Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign.
Check Out EuroPacific Capital
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Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode:(MSFT), (ORCL), (AMZN), (GLD), (NEM)
We asked about Frank to the AI bot and listen to what it said.
Eco, Fed and Valuations
False Market Values – are they a thing? We get to the bottom of that question.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
Agentic AI – something to look into…
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Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
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Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)
Markets react to the chance of a rate cut.
Summertime lull was anything but boring.
September and October await – two of the seasonally worst months for markets.
And our guest – Danielle Park, Venable Park Investment Counsel Inc.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
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More information available on Horowitz & Company’s TDI Managed Growth Strategy
With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money.
She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada.
Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite
Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors.
Check this out and find out more at: http://www.interactivebrokers.com/
Stocks discussed in this episode – (NVDA), (GOOG), (SPY), (QQQ)
Big shoes to fill at the Fed.
Taking pruning sheers to the MoMo names.
Is that it for the year? Digestion phase is upon us.
Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.
Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.
In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.
Check out Left Brain Investment Research
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Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)
Home country bias – not benefiting you this year.
CPI inflation – not as bad on the top line – under the surface more to look at.
Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (GLD), (SPY), (QQQ), (IWM)
The Bend and Snap – a one day sell-off is all it takes
Services PMI is just about the contraction zone
Economic reports softening – markets begging for a rate cut
This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.
Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021)
He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (AMZN), (TLT), (AMD), (AAPL), (NVDA)
F1 Racing and the markets.Earnings, economics and the Fed.The casino - zero date options.Thomas Thornton, Hedge Fund Telemetry is this week's guest.NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Stay UpdatedThomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.Follow @TommyThorntonCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)
The first time in history this is happening in IndiaWhat is Jim Buying?A restraint of trade and why commodity prices are cheapLooking to learn from one of the greats – GOAT!This episode's guest: Jim Rogers - The Investment BikerNEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide. He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University.After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS's 'The Dreyfus Roundtable' and FNN's 'The Profit Motive with Jim Rogers'.In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. As a private investor, he constantly analyzed the countries through which he traveled for investment ideas. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. Jim also embarked on a Millennium Adventure in 1999. He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record. Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip. Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (SLV), (GLD), (CMG), (DOW), (KSS), (KOSS), (DHI), (SHW)
Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!Tariff Fever – Markets don’t really care.Bitcoin on the move and we will discuss with our guest - Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co.In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books.OPEN BOOK PODCAST ON APPLEScaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director.Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.Follow @ScaramucciCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (CRPT), (GNRC), (SPY)
The OBBBA is signed into law.Letters are going out with a new deadline.Coming up on earnings season – JPM reporting on the 15th – next week.And our guest – Larry McMillan – The Options Strategist. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and contributes to his firm’s publications: Daily Volume Alerts, The Option Strategist and The Daily Strategist – derivative products newsletters covering equity, index, and futures options. Finally, he speaks on option strategies at many seminars and colloquia in the United States, Canada, and Europe.He is often seen on CNBC and Bloomberg TV and is quoted in publications such as The Wall Street Journal, Barron’s, Technical Analysis of Stocks and Commodities, Data Broadcasting’s “Exchange” magazine, Futures Magazine, theStreet.com, Active Trader Magazine and many others. In 2011, Mr. McMillan received the prestigious Sullivan Award in recognition on behalf of his outstanding contributions to the growth and integrity of the U.S. options markets.Follow @optstrategistCHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDICheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (AAPL), (NVDA), (JPM), (NVDY), (MSTY)
Jobs Job Jobs - not too hot, not too cold.VIX – under 17 – a contra-signal?The KRI (Key) seems to thing so – overbought at a +5Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFollow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State.Check this out and find out more at: http://www.interactivebrokers.com/More information available on Horowitz & Company's TDI Managed Growth StrategyStocks discussed this week - (ABNB), (UBER), (AAPL), (SMR), (OKLO), (CEG), (TSLA), (AMZN), (WMT)
PCE – The Fed’s preferred inflation metric…The VIX – pricing in smooth sailing - how to hedge...And commodities – The one most interesting trade right now is...?Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley TradingNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and "Futures" aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country.Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader's First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.comFollow @andrewhorowitzMore information available on Horowitz & Company's TDI Managed Growth StrategyCheck this out and find out more at: http://www.interactivebrokers.com/Stocks mentioned in this episode: (SPY), (UVXY), (VXX) Chart mentioned in this episode:
The Presidential Cycle and the sectors that may benefit.Taking a look at the Longevity ParadoxTariffs and Inflation - is it all a hoax?Our guest this week – David Gaffen, Breaking News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.Follow @DavidGaffen Charts Discussed: Chart 1 Chart 2Check this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (TSLA)Follow @andrewhorowitz
AI is coming to finance with some major Shifts to the investment landscapeSumo Politics in full force.We got a China deal, or did we?Seeking out innovation with our guest, Steven Sanders - EVP, Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (PLTR), (SPY), GLD), (TOST), (IWM)
How to invest, research and do it with skin in the game.Is the USD vulnerable? You may be surprised by the answer.How to identify under-the-radar opportunities.Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFrank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance.Follow @frankcurzioCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (PROP), (NFLX), (PLTR), (CRWV)
The tariff saga continues – we got the The TACO trade and the courts now.The Big Beautiful Bill – in jeopardy.May was a jolly good month – equities ripped higher.Guest: Barry Ritholtz, Ritholtz Wealth Management, Host - Masters In Business and Author. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country’s fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times' top 300 firms, RWM manages over $5 billion for 3,900 families.Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000's, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors.Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism.How Not To Invest - The ideas, numbers, and behaviors that destroy wealth - and how to avoid them Check this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY)Follow @andrewhorowitz
The economy looks okay – retailers say otherwise.The BIG Beautiful bill is on its way through the sausage factory.Spec Tech (like quantum stocks) still in rally mode.Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.Check this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.Stocks Mentioned in the Episode: (GLD), (NKE), (TGT), (HD), (LOW)Follow @andrewhorowitz
Consistency pays and it should be a basic discipline.Let's talk about process and the plan.Deals and congressional actions are front and center.And our guest – Ed Easterling of Crestmont Research.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (HALO), (OKLO), (SMR)
The Art of the Steal?Powell holds firm on rates.Big announcement – UK deal – or was it?China meeting set for this weekend - looks like a lit of hot air.This week's guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Daniel Faggella is an internationally recognized speaker on the use-cases and ROI of artificial intelligence in business. Since 2015 Daniel has focused on direct market research interviews with Fortune 500 AI leaders, AI unicorn startup founders, and leading academics.Daniel is a Brazilian Jiu Jitsu black belt, winning the title of 2011 national champion (IBJJF Pan America Games). He graduated with a masters degree in Positive Psychology from UPENN, focusing his thesis research on skill development and skill acquisition. Born in Wakefield, Rhode Island, he now lives in Boston.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (NVDA), (GOOGL), (AMZN), (AAPL), (MSFT)
BOOM Tech earnings– a few big winners here!GDP goes negative – jobs numbers – pockets of concern.Yields down and the Fed is in play again.Tax Season ended, but it is never really overThis week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved.As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan's WebsiteFollow @danieljpillaCheck this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (META), (AMZN), (NVDA), (MSFT)
What a mess – markets under siege.Powell attacked, then a reversal – one week policy reversals.Market now pushing policy – Team Trump wakes up to reality.This week's guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play.Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report.Patrick is a graduate of Vanderbilt University and is located in Chicago.Follow @BriefingcomCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitz Stocks mentioned in this episode: (CMG), (IBM), (SPY), (BA), (AMZN), (MSFT)
Tariff Turmoil – not getting much betterStock Market Chaos – Uncertainty reignsRecession Alarm – Is this a ticking time bomb?And our guest – Brian Dress from Left Brain Wealth ManagementNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams. Brian began his investing career in 2005 and joined Left Brain in 2018. He earned a bachelor’s degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021.YouTube channel: https://www.youtube.com/@LeftBrainWealthManagementResearch Service, which includes access to our library of 100s of reports, and 5 model portfolios, updated quarterly:https://leftbrainwm.com/portfolioFIND OUT MORE ABOUT BRIANFollow @andrewhorowitzCheck this out and find out more at: http://www.interactivebrokers.com/Looking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (CRWD), (TSM), (NVDA), (AVGO), (ZS)
It only took one week – Tariffs on – Tariffs off againHuge rally – seemed to give institutions to lighten upDamaging policies with long term impactsSome thoughts on emotions and marketsAnd our Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitz Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)
Retaliation on the Retaliatory Tariffs – where does it end?Eat your vegetables – people!Put call ratio 1.6 and the VIX hits 45!Oil – 3-year low.This week's guest - Tim Knight – a self proclaimed permabear Tim Knight.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.https://slopeofhope.com/ and on Twitter at @slopeofhope.Check this out and find out more at: http://www.interactivebrokers.com/CHARTS DISCUSSED IN THIS EPISODEFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode:
March needs a miraculous ending to force green.Tariffs - a means to their own ends. What does that mean?Gold continues its ascent.Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.Our guest this week – David Gaffen, Break News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.Follow @DavidGaffenCheck this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (GLD)Follow @andrewhorowitz
Money psychology by way of Buddhist teachings.Consumer confidence- waning.Markets - March Sadness with Lag 7.This week's guest: Wesley Gray - Founder, Alpha Architect. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.Follow @alphaarchitectCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode:
First Level Thinking and how we got into this mess.A few market thoughts while sipping on tea.Financial Literacy Month – getting ready.Guest, Steve Sanders, EVP at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (PLTR), (SPY), GLD), (TOST), (IWM)
Are you better looking than average?Four (4) big behavior errors and the formula for a happy life.Recency bias, the Backfire Effect and more fascinating insights.Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (AAPL), (USO), (GME)
Is it possible to invest like an IVY school endowment?Factor investing and a new 315 Exchange ETF!New investor advice – get your pencils sharpened !Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment ManagementNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”. Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (GLD)
Getting close to higher and higher highs...Economic reports holding strong!Oil on the move, VIX stable – what could go wrong?Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Follow @andrewhorowitzVitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).Follow @vitaliykCheck this out and find out more at: http://www.interactivebrokers.com/More information available on Horowitz & Company's TDI Managed Growth StrategyStocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)
Surprise Inflation numbers, yet markets shrug it off.Axing government spending - shuddering entire agencies.Trend following and the "dumb/smart" money.Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley TradingNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and "Futures" aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country.Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader's First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.comFollow @andrewhorowitzMore information available on Horowitz & Company's TDI Managed Growth StrategyCheck this out and find out more at: http://www.interactivebrokers.com/Stocks mentioned in this episode: (SLV), (GLD), (USO), (UNG), (SPY), (NVDA), (TSLA)
The Tariff Kid - Tariff on Tariff off!US Manufacturing turns the corner.A quick check on earnings and some thoughts on the economy.And our guest - Danielle DiMartino Booth - the "Fed watcher"NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Follow @DiMartinoBoothLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), CEG), (GEV), (AMD)
Markets get a gut punch on the wild AI ride.Big tech reporting – some interesting moves.Inflation – PCE inline.And our guest, Carson Block, Founder of Muddy Waters Research NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Mr. Block is also the founder of Zer0es TV (www.zer0es.tv), an online channel dedicated to short selling related video content. Bloomberg Markets Magazine named Mr. Block as one of the “50 Most Influential in Global Finance” in 2011. The following year, Muddy Waters received the prestigious Boldness in Business Award from the Financial Times. In September 2015, Mr. Block was featured in the book, The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions, by former Bloomberg writer Richard Teitelbaum. He is also featured in the 2018 documentary The China Hustle.Mr. Block appears frequently as a commentator on Bloomberg Television, CNBC and the BBC. He has written op-eds in the Wall Street Journal, Financial Times, and New York Times on various topics related to improving corporate governance and market transparency. Prior to forming Muddy Waters, Mr. Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China. He holds a B.S. in business from the University of Southern California and a J.D. from the Chicago-Kent College of Law, where he has also served as an adjunct professor.Follow @muddywatersreLearn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/eNVESTOLOGY Info - https://envestology.com/Stocks mentioned in this episode: (CVNA), (TSLA), (GLD), (VNM)
Degenerate economy trends.The Executive orders are flying.Startups, private equity and venture capital.And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California.Follow @howardlindzonLearn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/eNVESTOLOGY Info - https://envestology.com/Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)
A CPI print driven rallyRebalancing Investment Portfolios and RiskAutonomous Driving's Impact on SocietyGuest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Ryan Zabrowski, CFP, MSFHaving read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’s disciplined investment strategy has long been inspired by the lessons of Warren Buffett, his teacher Benjamin Graham, and Nobel Laureates from Chicago, Columbia, Pennsylvania, and Yale Universities. As a result, Ryan favors owning sustainable, high-quality businesses and arbitrage strategies designed to profit, regardless of economic or interest rate direction.Ryan’s career in finance began in 1994. Early on, he focused on financial analysis and financial statement analysis. Over the past 23 years, Ryan has worked in financial and investment management at Washington University Endowment, Morgan Stanley, and Merrill Lynch, before joining Krilogy in 2019.Given his extensive investment knowledge and experience, Ryan has become an integral member of the firm’s Investment Committee, which manages Krilogy’s model investment portfolios. In this role, Ryan helps conduct investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions.GET RYAN'S BOOK - TIME AHEADMost important to Ryan, however, is sharing his insights and perspectives with his team’s clients. Experience tells him that clients who understand what they own and why are best able to minimize emotion and make fact-driven decisions that drive positive, long-term results.Ryan’s rigorous and ongoing industry training allows him to provide clients with an extra measure of knowledge, in addition to requiring a fiduciary level of care.Follow @RyanZabrowskiLearn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/eNVESTOLOGY Info - https://envestology.com/Stocks mentioned in this episode: (JPM), (GS), (WFC), (MS), (BAC). (NVDA), (AAPL)
Volatility sparking upNo rate cuts until maybe June nowInauguration just days away – what is in store?Guest – Pat Camuso – crypto tax specialist NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession.Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space.Learn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/eNVESTOLOGY Info - https://envestology.com/Stocks mentioned in this episode: (BTCUSD), (ETHUSD), (META), (SPY), (XLE)
Ringing in the new yearLooking back to look aheadIt’s that time - the Parade of Guests of 2024 Learn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/eNVESTOLOGY Info - https://envestology.com/Stocks mentioned in this episode: (SPY), (RDTI), (NVDA), (TOST), (QQQ)
Can anyone become a market wizard? Looking at the common thread to success.December not what is was cracked up to be...2024 is coming to an end and we are looking towards 2025Inspired by Market Wizards with our guest, the renowned Jack Schwager. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities.Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020), Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series.Learn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/eNVESTOLOGY Info - https://envestology.com/Stocks mentioned in this episode: (SPY), (NVDA), (TOST), (QQQ)
Ooops, he did it again...The Fed cuts rates – but rates riseThe VIX skyrockets – what is that telling us?DJIA does something it hasn’t done since 1974Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net NEW! DOWNLOAD THE AI GENERATED SHOW NOTESBrian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need.CHECK OUT BRIAN'S LATEST BOOK“I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “ Follow @alphatrendsCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode:(SPY), (MSTR), (NVDA), (XLU)
Outlook for options tradingThe landscape for trading worldwide amongst political and economic uncertainty globallyThe growth of prediction markets and demand for election contractsNew budgeting toolUpdate on demand for overnight trading hours on IBKR’s platform from this week's guest, Steve Sanders NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (NFLX), TSLA), (IBKR), (NVO), (KR)
Bitcoin BREAKS OUT!Markets seem a little frothy – but the trend still intact.Everyone is talking about the Santa Rally – will it happen again?Guest John Pugliano is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFollow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State.Check this out and find out more at: http://www.interactivebrokers.com/More information available on Horowitz & Company's TDI Managed Growth StrategyStocks discussed this week - (MSFT), (IBIT), (AMD), (NVDA), (AMZN), (GOOG)
Tech off track for the weekBitcoin stampede finally slows.Eco data – humming along and the Fed is starting to change its tune.Guest: Jonathan Petersen, Variant Perception NEW! DOWNLOAD THE AI GENERATED SHOW NOTES"Fiscal Sisyphus" is a term used to describe a situation where fiscal policy supports growth despite economic "gravity" dragging it down. The term refers to the Greek myth of Sisyphus, who was condemned by the gods to roll a boulder up a hill in the underworld, only to have it roll back down every time he reached the top. The myth is often used as a metaphor for the futility of life and the importance of finding joy in the present moment.Jonathan Petersen is Chief Markets Economist at Variant Perception, where he contributes to the analyst team's research on major economies and markets. He started his economics career on Vanguard’s global economic research team.Following this, he helped launch and lead the currency research service at Capital Economics.Jonathan studied economics and strategic management at Boston College and earned his masters in economics at the University of Edinburgh.Check this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.Stocks Mentioned in the Episode: (GLD), (BTCUSD), (AMD), (QQQ)Follow @andrewhorowitz
What goes up – sometimes comes down.Heading into the fat part of end of year seasonalit.An update on the Chili Cookoff.Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. NEW! DOWNLOAD THE SHOW NOTESFrank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance.Follow @frankcurzioCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TSLA), (IWM), (AAPL), (FSLR), (PLTR), (AMZN), (META), (RDDT)
Election Implications and Presidential Term.National Sales Tax (consumption tax) and Tariffs.Alternative Investments and Inflation Concerns.Comparing Politics and Market Flaws.Guest: Kerry Lutz NEW! DOWNLOAD THE SHOW NOTESKerry Lutz has been a student of Austrian Economics since 1977. While attending Pace University, he stumbled upon an extensive cache of Austrian Economic Literature in a dark, musty, abandoned section of the school‘s library. After graduating from The New York Law School, he became an attorney and lifelong serial entrepreneur. His diverse career has included: running a legal printing company, practicing commercial law and litigation and founding a successful distressed asset investment company.After the 2008 financial collapse and the continued global economic deterioration, Kerry realized people needed a reliable source for accurate information. Believing that inflation would eventually run rampant, he dedicated himself to helping people protect and preserve their wealth. He urged investors to re-balance their investment portfolios and to implement precious metals based strategies to adapt to the new economic order. The ability to perceive economic reality, as well as to separate truth from governmental inspired economic fantasy will be essential for economic survival and prosperity in the years ahead.In 2010, Kerry gave up most of his other interests to pursue his long held desire of becoming a radio show host. Thus the Financial Survival Network was born. Its mission is helping you to survive and thrive in the New Economy. He has done hundreds of interviews with such financial luminaries as Peter Schiff, Harry S. Dent, Martin Armstrong and Peter Grandich. Kerry now appears on 1490 WGCH, in Greenwich, CT, every Tuesday from 11am-12pm EST. In addition, he is continually releasing new segments and interviews on iTunes, Libsyn podcasters and YouTube. His new Triple Lutz Report was an instant hit and continues to increase audience share.Check this out and find out more at: http://www.interactivebrokers.com/Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.Stocks Mentioned in the Episode: (GLD), (BTCUSD)Follow @andrewhorowitz
Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, emphasizing the need for balancing risk and reward based on individual financial goals and risk tolerance.
We also also explored the concept of a “mosaic” approach to analyzing portfolios, considering various factors such as economic growth, inflation, interest rates, policy, and sentiment.
3 E’s – Earnings, Election and Economics….
Our conversation also covered the current state of the economy, the stock market, and the potential impact of the Federal Reserve’s actions on interest rates and housing affordability.
Guest: Tom Nelson, Franklin Templeton Funds
NEW! DOWNLOAD THE SHOW NOTES
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA)
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Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham.
In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed about our contrasting views on China and Japan, and discussed the current state of the economy, particularly focusing on inflation and the actions of the Federal Reserve.
Guest: David Salem – HedgeEye
David Salem, Managing Director – Capital Allocation @ Hedgeye
Prior to joining Hedgeye in early 2023, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and as a partner at GMO, working closely with Jeremy Grantham on investment solutions for large institutional funds.
David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar, David has held adjunct faculty positions at Middlebury College, from which he earned his undergraduate degree summa cum laude, and the University of Virginia, and served in the White House Counsel’s office while enrolled at Harvard.
David’s has given talks at many colleges and universities, including Dartmouth, Duke, Harvard, MIT, Middlebury, Northwestern, and Oxford, and at conferences organized by the Association of Governing Boards, the CFA Institute, the Council on Foundations, the Foundation Financial Officers Group and NACUBO among other organizations.
Check this out and find out more at: http://www.interactivebrokers.com/
CHARTS DISCUSSED IN THIS EPISODE
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (META), (AAPL), (NVDA), (MSFT)
Ed and Andrew discussed the potential impact of inflation on the economy.
Unpredictable environments and the potential impact of low inflation on market trends.
Lastly, we debated the what is the long-term impact of AI on productivity and market trends.
And our guest – Ed Easterling of Crestmont Research
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.
Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SPY), (AAPL)
GDP Numbers may be coming in hot.
More new highs for markets.
2 weeks away from the presidential election.
This week’s guest, Tax Expert – Dan Pilla.
Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”
Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved.
As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan’s Website
Follow @danieljpilla
Check this out and find out more at: http://www.interactivebrokers.com/
CHARTS DISCUSSED IN THIS EPISODE
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (SPY), (QQQ), (NFLX)
New Highs across the board – (Big Caps – not the small caps).
China stocks get obliterated.
Rates moving up – CPI report….
This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play.
Every Wednesday morning Patrick is a guest on KDOW’s The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report.
Patrick is a graduate of Vanderbilt University and is located in Chicago.
Follow @Briefingcom
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SPY), (FXI), (VXX), (MCHI)
Shocking – Rates running higher on better then expected jobs report.
Oil on the move as the Middle East conflict intensifies.
China and Emerging Markets on Fire – breaking out from long base.
This week’s guest – Tim Knight – a self proclaimed Permabear.
Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.
He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.
He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.
In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.
Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.
You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope.
Check this out and find out more at: http://www.interactivebrokers.com/
CHARTS DISCUSSED IN THIS EPISODE
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (SPY), (FXI), (QQQ)
China surges, then drops then surges – after massive stimulus introduced.
Tech leads into the end of the quarter.
Metals, including copper get a boost.
And out Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.
Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.
Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (QQQ), (SPY), (RSP), (DIA)
Rate cuts are sparking excitement.
Market playbook resetting to lower rate outlook.
Tech spitting and sputtering.
Oil gets a lift after crashing though key support.
And our guest this week is Steve Sanders – EVP at Interactive Brokers
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.
Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.
Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.
Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (SPY), (QQQ), (NVDA)
Surge and plunge – plunge and surge – new market realities.
Risk up – but that is quickly undone.
The Debate breathes life into a few sectors.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
Follow @frankcurzio
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (NFLX), (AAPL), (HD), (LOW), (JPM), (AMD), URA, (TAN), (XLU)
September – not usually the best seasonal trends
A question: Diversification – what is it and why do I need it?
Active Management and Passive Strategies – a primer.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (N/A)
How to stay the course – even through time of doubt
What’s up with the consumers anyway?
Powell’s outlook moves markets – predictable
And our guest – Brian Dress from Left Brain Wealth Management
Brian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation.
Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling.
FIND OUT MORE ABOUT BRIAN
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (CRWD),(CMG), (PANW), (NEE)
Is the end of “peak commodities” a possibility and what is the cycle that we may see in the near future.
The Fed and Jackson Hole – they need to ring the victory bell already and then step aside.
Our guest, Carley Garner Futures and Options Trader on the outlook for commodities.
Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC, and she is a regular guest on Bloomberg Television’s Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and “Futures” aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country.
Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader’s First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com
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More information available on Horowitz & Company’s TDI Managed Growth Strategy
Check this out and find out more at: http://www.interactivebrokers.com/
Stocks mentioned in this episode: (SLV), (GLD), (USO), (UNG)
The “carry” trade blows up – But now: Fully Resolved
Economic Indicators Bad – but that good news for markets
Under the radar layoffs happening…
Gust Anthony Scaramucci , Founder, Skybridge Capital (Who has a few things to say about politics and the election).
Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.
Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co.
In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books.
OPEN BOOK PODCAST ON APPLE
Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director.
Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
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Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (CSCO), (BTCUSD)
3-days and it all changed…
Yen Carry trade – Central banks breaking things.
Markets move and investors freak out and The VIX makes a historic move.
This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research.
Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Daniel Faggella is an internationally recognized speaker on the use-cases and ROI of artificial intelligence in business. Since 2015 Daniel has focused on direct market research interviews with Fortune 500 AI leaders, AI unicorn startup founders, and leading academics.
Daniel is a Brazilian Jiu Jitsu black belt, winning the title of 2011 national champion (IBJJF Pan America Games). He graduated with a masters degree in Positive Psychology from UPENN, focusing his thesis research on skill development and skill acquisition. Born in Wakefield, Rhode Island, he now lives in Boston.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (PLTR), (TOST), (MRK), (TSLA), (NVDA), (AMD), (GS), (GOOGL)
Balancing risks and returns
Gold – a good investment?
Real Estate as an investment
Setting up for success – with Guest Dr. Roger Silk.
Roger D. Silk, Ph.D. is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy.
Dr. Silk has more than three decades of experience working with and advising wealthy clients, high net worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities and planning tools.
Dr. Silk is the author of several books, including Managing Foundations and Charitable Trusts, Creating a Private Foundation, and Politicians Spend, We Pay. He has published dozens of articles that have appeared in periodicals such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. He has spoken to audiences around the country on the types and uses of charitable entities, and he frequently conducts educational seminars for financial professionals focusing on integrating the full suite of charitable entities into the financial planning process
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (SPY)
Big Tech making a mess of markets
A new candidate – investors re-assessing their holdings.
September rate cut probability of at 100% – lets discuss.
Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®.
Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry.
Howard graduated with a B.S. in Business Management from Syracuse University.
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Stocks mentioned in this episode: (MSFT), (GOOGL), (AMZN), (SPY), (QQQ)
What is going on? Questions about the current market’s sustainability…
HUGE rotation into small-caps and financials.
College planning – does it have to be so difficult?
Guest – College planning expert Brad Baldridge.
Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years.
Since 1998, Brad has become one of the nation’s leading college planning and college financial experts. He offers life-changing advice through his private practice, his online platforms, and at numerous workshops, seminars and events each year.
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Stocks mentioned in this episode: (UNH), (GS), (BAC)
Up and Up – what is next?
So many questions about this market’s next leg….
Inflation- mixed messages – but the Fed is pushing the carrot
Guest – Dr. Richard Smith
When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to build one of the first online financial technology platforms.
The platform worked so well he made it available to individual investors. In 2013 he founded TradeSmith, which started as a simple way to track portfolios and evolved into a powerful suite of risk-management and portfolio analysis tools. The company grew to over 30,000 investors who entrusted his technology with a staggering $20 billion, earning him the moniker “doctor of uncertainty.” After 16 successful years, he sold TradeSmith at the top of the market.
Never one to sit idle, Richard’s newest endeavor, RiskSmith, levels the playing field for individual investors.
Synthesizing his passion for simplifying complex financial markets and his background in mathematics and systems science, Richard has created tools that help investors better understand and evaluate risk in the market.
According to Richard, “Most people have no idea how powerful of a tool good risk management really is. They look at risk as something to stay away from. In fact, it’s exactly the opposite. Once you understand risk, you can control it. By taking smart risks, you can truly transform your financial future.”
Richard studied mathematics at U.C. Berkeley and earned his PhD in Systems Science from the Watson School of Engineering at SUNY Binghamton under the late Professor George Klir.
Richard is also Chairman of the Board and CEO of Foundation for the Study of Cycles, an international nonprofit that promotes and conducts research of cycles and how they can be used to make the world a better place
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Stocks mentioned in this episode: (MSFT), (GS), (BA), (NVDA)
Short week – plenty of action
The breath keeps getting worse
The Debate – what does that mean for markets?
This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under
Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.
Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021)
He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch
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Stocks mentioned in this episode: (SPY), (NVDA), (GEO), (SMH), (TSLA)
An interesting turn in politics.
Looking at the “Awesome Portfolio”
Having a healthy relationship with money with this week’s Guest – Jared Dillian.
Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Arts in Writing.
Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000, and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading. He is also the author of STREET FREAK: Money And Madness At Lehman Brothers, which was named Businessweek’s #1 general business book of 2011, and the novel ALL THE EVIL OF THIS WORLD, published in 2016, THOSE BASTARDS: 69 Essays on Life, Creativity, and Meaning, published in 2023, NO WORRIES: How To Live a Stress Free Financial Life, published in 2024.
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Stocks mentioned in this episode: (SPY)
Markets , Economics and Insights
Looking to learn from one of the greats – GOAT!
This episode’s guest: Jim Rogers – The Investment Biker
Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide. He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University.
After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS’s ‘The Dreyfus Roundtable’ and FNN’s ‘The Profit Motive with Jim Rogers’.
In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. As a private investor, he constantly analyzed the countries through which he traveled for investment ideas. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. Jim also embarked on a Millennium Adventure in 1999. He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record. Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip.
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Stocks mentioned in this episode: (SPY)
Stocks breaking out – tech mania continues
Apple finally announces AI – investors love it
CPI comes in – yields drop – it is Goldie Lox all over again!
And our guest this week is Steve Sanders – EVP at Interactive Brokers
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.
Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.
Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.
Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.
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Stocks mentioned in this episode: (SPY), (QQQ), (NVDA)
Inflation comes and goes
US Economy hitting a soft patch.
Summer doldrums for markets.
Guest Jim Bruce – Movie producer and writer of Money for Nothing and The Restless Billionaire.
Money For Nothing, Inside the Federal Reserve – Jim Bruce – Producer, Director and Writer of Money For Nothing, Inside the Federal Reserve. Money For Nothing is Jim Bruce’s directorial debut. Jim was Editor/Writer/Co-Producer of Sierra Leone’s Refugee All Stars – finalist for the 2006 International Documentary Association’s Feature Film of the Year. Jim has also worked as an editor on acclaimed documentaries (including The King of Kong and Dambe: The Mali Project), and as an assistant editor on Hollywood films such as Kinsey, Insomnia, X-Men: The Last Stand, and The Incredible Hulk. He was a Visiting Professor at Middlebury College in 2007.
Link Jim discussed: Compare to 70s GREAT INFLATION – here is a LINK to YouTube clip of that scene from the film
Jim has been a student of financial markets for many years, and began writing a newsletter in 2006 warning about the oncoming financial crisis. His short trades in 2007 and 2008 helped finance a significant portion of Money For Nothing‘s budget.
Jim has appeared on CNBC, MSNBC, NPR, Bloomberg TV, and Fox Business, and has spoken at Harvard Business School and the Dutch Central Bank. Read more about his background in this Washington Post profile.
Get the Movie HERE
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Stocks mentioned in this episode: (NVDA)
End of May – 2/3 of the quarter is over
Waiting for the Split as shares rocket higher
Looking for reasons to be bearish or bullish
And our Guest – Ross Gerber of Gerber Kawasaki
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.
Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.
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Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL)
NVDA earnings so good it sucks the markets dry.
Fed minutes – sounding a bit hawkish.
Bond yields on the rise again.
Copper falls – from all-time highs.
Michael Johnston, CFA is a financial industry veteran with a passion for improving outcomes for retail investors.
Following stints in corporate finance and investment banking, Michael founded ETF Database (ETFdb) and grew it into the largest independent media property covering exchange-traded funds (ETFs). Under Michael’s leadership, the company achieved a commanding position within the ETF industry and played a key role in the “low cost revolution” that saw hundreds of billions of dollars flow from expensive mutual funds to low cost ETFs.
ETFdb is now a part of TSX Group, a publicly-traded financial services company that operates the Toronto Stock Exchange.
Michael co-founded WealthChannel with a mission of helping investors achieve financial independence by radically simplifying retirement planning and investing. Michael is responsible for WealthChannel’s content and education initiatives, including its flagship WealthChannel Academy.
Michael graduated from the University of Notre Dame with a degree in finance, and now resides in Oregon with his wife and son. He is active in his community as a member of the Board of Directors of the Lane Regional Air Protection Agency (LRAPA) and a volunteer at Hosea Youth Services.
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Stocks mentioned in this episode: (NVDA), (QQQ), (SPY)
Good noews! CPI – not so hot.
Bitcoin and Gold blasting off
Meme Stocks – fly then die
Thomas Thornton, Hedge Fund Telemetry
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (TSLA), (BIDU), (BABA), (XLU), (NVDA)
Market bonce continues and a few favorites breaking out…
USD starts to roll – how long will that last?
Guest, Frank Curzio – Curzio Research – he is naming names.
Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
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Stocks mentioned in this episode: (NFLX), (NCLH), (ABNB), (TSLA), (SHOP), (PENN), (DIS), (GOOGL), (AAPL)
April ends with a thud.
Oil prices comes in, Yields hold near recent highs.
Flip Flopping Fed and maybe, perhaps could-be is the talk by Powell.
And our guest – Tea Muratovic , Co Founder of Seasonax – provides 5 stocks with amazing seasonal trends.
Tea Muratovic is an accomplished professional in the financial markets with extensive experience in the global market landscape. As a Co-founder of Seasonax, she developed an award-winning analytical tool that identifies promising trading opportunities across over 25,000 stocks, commodities, indices, and currencies (www.seasonax.com).
Tea’s entrepreneurship and management abilities have earned her multiple investment awards (among them she has received the Female Austrian Investor Award in 2019) and recognition from esteemed industry experts. Her remarkable achievements have also led to her inclusion in the prestigious UK’s Women in Fintech Powerlist on three occasions.
Moreover, Tea has contributed numerous articles to prominent industry publications, including Bloomberg, Institutional Money, Refinitiv Eikon, TalkMarkets, FXEmpire, CMT and various international stock exchanges. Her insights have resonated with professionals across the financial sector.
Find out more about seasonax.com
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Stocks mentioned in this episode: (GNRC), (TTWO), (AAPL), (NFLX), (DXCM), (NOW), (NEE), (SO)
Kicking off the MegaCap Earnings – some concerning items.
Rate Cut Bets Fizzle
Yields Keep Rising
The VIX – Hovering around 16
And our Guest – Johns Williams from ShadowStats
John Williams, founder and publisher of ShadowStats.com. He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar. During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies.
Out of necessity, he became a specialist in government economic reporting. An early client’s large manufacturer of commercial airplanes had developed a model for predicting revenue passenger miles, a primary sales forecasting tool. Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it. The GNP numbers were faulty, he corrected them (official reporting was similarly revised a couple of years later), and the model worked again, at least for a while, until changes in GNP methodology eventually made the underlying data worthless.
That began a lengthy process exploring the history and nature of economic reporting and interviewing key people involved in the system from the early days of government reporting through the present. For a number of years, he conducted surveys among business economists as to the quality of government statistics. The vast majority thought it was pretty bad, with survey results leading to 1989 front-page stories in the New York Times and Investors Daily, considerable coverage in the broadcast media and a joint meeting with representatives of all the U.S. government‘s statistical agencies.
Nonetheless, the quality of government reporting has deteriorated sharply in the last couple of decades. Problems include changes in reporting methodologies that have pushed headline economic and inflation results outside the realm of real-world or common experience.
Over the decades, Williams has given thousands of presentations on the U.S. economic outlook and on approaches to analyzing economic data, to clients “large and small” including talks with members of the business, banking, government, press, academic, brokerage and investment communities, as well as having provided testimony before the U.S. Congress.
Public response to a 2004 series of articles on the quality of government statistics was so strong that he started Shadow Government Statistics, a newsletter first published on ShadowStats.com in 2004. That weekly commentary is published as part of his economic consulting services.
Find out more about ShadowStats.com
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Stocks mentioned in this episode: (GLD), (SLV), (MSFT), (META)
Herky-Jerky market action continues.
Powell puts down the gavel.
Tariffs enter the picture again
And our Guest this week – Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing.
Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients.
I’m also promoting my 2nd book, Retirement Money Secrets.
Steve was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of a very few investment book authors who have directly managed other people’s money.
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Stocks mentioned in this episode: (NFLX)
What commodities look attractive here and why?
Inflation CPI reports – just not looking good
Major banks kick off earnings season..
Guest: Robbie Miles, CFA – Allianz Global
Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London
Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.
Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)
Gold hitting new highs – and oil is on the rise
Easy policy over in Japan While China is stimulating
Big employment report moves markets
Guest David Gaffen – Editor at Reuters.
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.
In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.
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Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (DIS), (SBUX), (BA), (AMC), (GME), (TSLA), (MSFT)
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Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities.
Goldilocks – SHE’S BAAAACK
And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA)
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The Fed – Is Powell throwing in the towel?
AI – Profits spreading – lots of money to be made.
Apple – dragged down by a new lawsuit.
90 years of evidence, this week’s guest says this is the key asset class to own..
Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website.
In his retirement, Paul remains fervently committed to educating and empowering investors. In 2012, he wrote and published the “How To Invest” series, distilling his decades of expertise into concise investment books targeted to specific audiences “First-Time Investor: Grow and Protect Your Money,” “101 Investment Decisions Guaranteed to Change Your Financial Future,” and “Get Smart or Get Screwed: How To Select The Best and Get The Most From Your Financial Advisor.”
Paul is also the author of four previous books on personal investing, including Financial Fitness Forever: 5 Steps To More Money, Less Risk and More Peace of Mind (McGraw Hill, Oct. 2011). The book was part of the “Financial Fitness Kit” offered on the TV show, “Financial Fitness After 50,” created exclusively to raise funds for local Public Broadcasting Service (PBS) stations.
Check out the FREE Book – 12 Simple Ways to Supercharge Your Retirement
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?Click HERE for the virtual tour.
Stocks Menti0ned in the Episode: (ORCL), (MSFT), (AAPL), (MU), (NVDA), (VBR)
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Two more hot inflation reports – stickier than thought.
What goes up – doesn’t have to come down – but often checks back.
Tax season is here – a few friendly reminders
Guest – Paul Barron – The Paul Barron Network
Paul Barron is a technologist and futurist that has forecasted various major market shifts in the past 25 years from a 100 billion impact on the restaurant and retail business to the impact of social media on our society in 2007. He has built the next era media platform for professionals based on video, podcasts, and on-demand content strategies that is re-mapping modern-day media. As an award-winning author, speaker, filmmaker, and consumer behavior analyst with over 25 years in technology and digital media, he is bridging the gap between the next generation of companies and how they connect to a completely new consumer.
His accolades include: 2019 Top 8 Industry Thought Leaders, 2018 #1 Most Influential in Food, 2018 Studio 50 Creative & Technologist Award Winner, 2017 Top 35 Industry Leaders to follow, 2016 Author of the year, 2015 James Beard Nominee, 2015 “Forbes” Top 50 Most Influential, 2012 Trendsetter of the Year, 2012 author of “The Chipotle Effect”, founder of “Fastcasual.com”, and the executive producer of the documentary Fast Casual Nation – Changing The Way America Eats and his new book, Decade of Disruption set for 2020.
Industry veteran Paul Barron takes restaurant business insights to the next level. The restaurant industry isn’t just the business of food. It’s a cross-functioning, multivariate entity that touches almost every industry — after all, everyone needs to eat. So, why not learn from the greats from all businesses? Connect the dots, read between the lines, build innovative strategies, become a thought leader, get the inside scoop on trends and open your eyes to the full vision of restaurant and hospitality with The Barron Report and the Paul Barron Network.
Check out The Paul Barron Network
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (IBIT), (NVDA), (TOST), (ORCL), (COIN)
Markets moving – pros thinking about hedging – March is here and thinking about consolidation potential
AI hype continues and continues…
This week’s guest is Thomas Thornton – Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.
Follow @TommyThornton
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (AAPL), (GOOGL), (BA), (META), (CSCO)
Education and implementation of investing techniques.
In this episode, we discuss the important aspects investing, best execution and enhancements to a really cool trading platform.
This episode’s guest: Steve Sanders – EVP at Interactive Brokers.
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.
Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.
Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.
Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (AAPL), (NVDA)
No stopping a speeding freight train
A rising tide raises all CHIPS – and boy did they rise
Inflation still an issue and the Fed trying to talk markets down (Not working)
Guest: Larry McMillan takes us through some interesting options strategies.
Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and contributes to his firm’s publications: Daily Volume Alerts, The Option Strategist and The Daily Strategist – derivative products newsletters covering equity, index, and futures options. Finally, he speaks on option strategies at many seminars and colloquia in the United States, Canada, and Europe. He is often seen on CNBC and Bloomberg TV and is quoted in publications such as The Wall Street Journal, Barron’s, Technical Analysis of Stocks and Commodities, Data Broadcasting’s “Exchange” magazine, Futures Magazine, theStreet.com, Active Trader Magazine and many others. In 2011, Mr. McMillan received the prestigious Sullivan Award in recognition on behalf of his outstanding contributions to the growth and integrity of the U.S. options markets.
Follow @optstrategist
CHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDI
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (AAPL), (NVDA)
Inflation – Maybe Stagflation?
Surging unprofitable stocks – a bit of déjà vu here
AI fever rolls on (and on).
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.
Follow @alphaarchitect
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (TOST), (SMCI), (NVDA), (SPY), (YETI)
A banking crisis brewing? Say it aint soFed’s trying to talk down rate cuts – Powell on 60 MinutesLooking like a pullback could be in the cardsGuest, Frank Curzio – Curzio Research Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance.Follow @frankcurzioCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (META), (F), (GM), (NVDA), (AMD), (SNAP), (TSLA), (DIS)
January is in the books – and the results are mixed.The Fed gives and takes away – No cuts on the table just yet.Plenty of tech news this week - Earnings and more earnings.And our guest this week – Tom McClellan of the McClellan Market Report.Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.The signup link is http://mcoscillator.comCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (SPY), (QQQ), (AAPL), (AMZN)
US Economy humming along – better than expected – but calls for rate cuts continue.Is this the Year for Foreign? Not so fast says markets.Bitcoin – post ETF blues.This week's guest - Tim Knight – a self proclaimed Permabear. Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (NVDA), (GOOG), (AAPL), (AMD), (META), (MSFT), (INTC)
And on that server farm there was a chip - Ai-Ai-OGuests John Pugliano and Danielle Dimartino Booth are this week's guest - talking about the only two things that seem to matter - The Fed and Ai.Follow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State. Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm.DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Follow @DiMartinoBoothCheck this out and find out more at: http://www.interactivebrokers.com/More information available on Horowitz & Company's TDI Managed Growth StrategyStocks discussed this week - (MSFT), (IBIT), (AMD), (NVDA), (AMZN), (INTC)
CPI ticks up – PPI ticks down – never a dull moment. Earnings season is here – Banks reported and most hit the skids.Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready!Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.Follow @andrewhorowitzVitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).Follow @vitaliykCheck this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth StrategyStocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)
Conflicting Data – but absolute certainty.What was in is out – a rotation at the start of the year.The 10-year Treasury tops 4% - for a moment – looking like a key resistance point.And our guest…Sam Burns of Mill Street Research.Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators. Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research.Mill Street Research: Mill Street Research provides a suite of consistently updated research reports and data for institutional investors covering asset allocation, country allocation, sector, and industry selection, equity factor analysis, and a robust quantitative stock selection process. The firm publishes more than eight research pieces each month to update investors on the various models and provide commentary on the current market and economic trends.You can find Sam Burns & Mill Street Research at https://www.millstreetresearch.com/ and on Twitter at @MillStResearch.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (SMH), (OIL), (MCHI), (FXI), (SPY)
So many guests, such great insights - another year down and so much more ahead.Listen to some of the "Best Of" guests - Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more during these episodes. Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (SPY), (QQQ)
Late day drop then next day pop.Blame it on option traders – they say...All about year end positioning.Our Guest – Brian Dress -Left Brain Research.Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation.Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling. FIND OUT MORE Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TOST), (NKE), (AAPL), (TTD), (MSFT)
And all of a sudden – a Pivot and a rally to boot!The 10 year treasury is now – sub 4%.Oil hit technical support, bounces then stalls.Some thoughts on what is next with our guest today – Meb Faber – from Cambria Investment ManagementMr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”. Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (SMH), (OIL), (AAPL), (NVDA)
Consumers and investors are in the holiday mood.Goldilocks may be in the houseThinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger.Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (AAPL), (USO), (GME)
SHAZAAM! – A November to Remember!Powell tries to talk markets down – not happening.Yields and the USD collapse – good news for risk assets.And a look back at an amazing month ….Info Here.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (AMZN), (NKE), (SPY), (GLD), (SLV), (OIL), (DIA)
Recap from the H&C Client Webinar.Q&A as well as a look back and look ahead.What's in Store for 2024?Client Webinar Recap What is Driving Markets Federal Reserve Remains Restrictive Treasury Yields and Mortgage Rates TINA is Gone, TARA is In The Political Climate Both Here and Abroad The Economy - Running Out of Stimulus Looking Forward Potential Rate Cuts for 2024Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: N/A
Govy shutdown – but who cares anyway?Moody’s does – rating watch to negative.Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year..Guest – Frank Curzio. Curzio ResearchFrank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance.Follow @frankcurzioCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TGT), (MSFT), (SBUX), (DIS), (NVDA), (TSLA), (QQQ), (KRE), (AAPL), (NKE), (SPY), (IWM)
Rates Dip, Oil Dips, Stocks HoldBanks under pressure again – what is the problem now?Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Market Report Register for the November 15th, 2024 Webinar Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.The signup link is http://mcoscillator.comCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TLT), (AAPL), (GLD), (SLV), (BND)
How would you like a big inheritance in the future? An Investment CarolClimbing a wall of worry as Powell tweaks commentary.Earnings season – looks like going to be back to earnings growth – Say goodbye to the earnings recessionThis episode guest: Steve Sanders - EVP at Interactive Brokers. Register for the November 15th, 2024 Webinar Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.IBKR CAMPUSCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TLT), (AAPL), (GOOG), (AMZN), (BND)
Only one sector up for the month – it will surprise you.GDP is what? Who says the economy is slowing?Margins and earnings – a look inside.And our guest this week - Danielle Dimartino Booth Register for the November 15th, 2024 Webinar Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm.DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.Follow @DiMartinoBoothCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TGT), (WMT), (SPY), (AMZN)
What exactly is AI and how is it transformational?Where are markets going and why does the Fed want the economy to break?Our guest, Ross Gerber is naming names in the AI and Tech space that he likes right now. Register for the November 15th, 2024 Webinar Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TSLA), (AI), (MSFT), (AMZN), (XLK), (NVO), (NKE), (LULU)
Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all.Conflict in the Middle East drives oil upHot CPI and PPI squash bonds.Sustainability and bubbles are the focus of our guests.Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021)He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and MarketwatchRobbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, LondonRobbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (SPY), (JPM), (KRE), (TLT), (USO)
The all important employment report and what happened after.Treasury Yields go parabolic as political upheaval and a new shutdown countdown starts.Guest, Dr. Richard Smith – AKA – The Doctor of UncertaintyWhen Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to build one of the first online financial technology platforms.The platform worked so well he made it available to individual investors. In 2013 he founded TradeSmith, which started as a simple way to track portfolios and evolved into a powerful suite of risk-management and portfolio analysis tools. The company grew to over 30,000 investors who entrusted his technology with a staggering $20 billion, earning him the moniker “doctor of uncertainty.” After 16 successful years, he sold TradeSmith at the top of the market.Never one to sit idle, Richard’s newest endeavor, RiskSmith, levels the playing field for individual investors.Synthesizing his passion for simplifying complex financial markets and his background in mathematics and systems science, Richard has created tools that help investors better understand and evaluate risk in the market.According to Richard, “Most people have no idea how powerful of a tool good risk management really is. They look at risk as something to stay away from. In fact, it’s exactly the opposite. Once you understand risk, you can control it. By taking smart risks, you can truly transform your financial future.”Richard studied mathematics at U.C. Berkeley and earned his PhD in Systems Science from the Watson School of Engineering at SUNY Binghamton under the late Professor George Klir.Richard is also Chairman of the Board and CEO of Foundation for the Study of Cycles, an international nonprofit that promotes and conducts research of cycles and how they can be used to make the world a better placeFollow @Investing_DrCheck this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (QQQ), (WORK)
Markets digesting impacts of a government shutdownMoody’s warns US about its credit rating.Stocks stick to the program – seasonal trends hold.Wondering – are strikes the new inflationary thorn? Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (TLT)
Some old adages work – Sell Rosh Hashana – But what about Buying Yom Kippur?Market Sell-Off deepens as the Fed grows more hawkish.Some Buying opportunities emerging…Our guest – Chris Vecchio Head of Futures and Forex at TastyliveCheck this out and find out more at: http://www.interactivebrokers.com/Chris Vecchio is currently the Head of Futures and Forex at tastylive, the research arm of the brokerage tastytrade. I have a global macro focus, looking at shorter-term (<1 month) and longer-term (up to a year) trading opportunities in everything from /ES to /ZN to /CL to /GC to /6E.He holds a dual Bachelor of Arts degree in Government & Law and Economics from Lafayette College. During his undergraduate program, he gained a strong understanding of fundamental analysis of the foreign exchange markets by examining the interrelationship between geopolitical events, macroeconomic trends, and finance. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (YEN), (JPY), (TSLA), (AAPL), (SPY)
CPI Hot – PPI Hot – but markets shrug it off.ECB raised rates 0.25% in a semi-surprising move.Blackout period continues for the Fed ahead of next week’s rate meeting – what a relief.And our guest this week – Eric Townsend, Host of the MacroVoices podcastCheck this out and find out more at: http://www.interactivebrokers.com/Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT's Artificial Intelligence laboratory, where he taught himself several computer programming languages. Erik became an independent software development and design consultant to Digital Corporation's manufacturing systems technology group at age 17. By age 20 he owned his first private aircraft, after earning his private and commercial pilot's licenses.From his experience at MIT, Erik recognized that the IT industry's failure to embrace distributed computing translated to an exceptional entrepreneurial opportunity. At age 21, Erik committed himself to developing and commercializing distributed application software technologies he was first exposed to at MIT in the late '70s. By the mid-1980s, Erik had invented an approach to distributed system design that is now widely known as Service-Oriented Architecture (SOA). After applying SOA concepts initially at Digital Equipment Corp (where he consulted for nearly 10 years), in 1992 Erik founded the Cushing Group, a boutique consultancy focused exclusively on bringing advanced distributed application computing technologies to market. The Cushing Group's work with Wells Fargo Bank in the early 1990s paved the way for Wells Fargo to become the world's first Internet Bank by early 1995.Erik has become a passionate world traveler. He moved to Hong Kong in 2009 to get a better perspective on changing global economics. While living in Hong Kong, several hedge fund professionals he met there observed that through his own passionate trading activities, Erik was “already doing all the work of running a hedge fund except for picking up the phone and calling a lawyer and turning it into a fund”. Erik was flattered by the advice of his peers in Hong Kong to launch his own hedge fund, but wanted to finish his boots-on-ground evaluation of the global economy first. He spent just over sixteen month in 2011 and 2012 exploring the world, living in 28 cities in 18 countries during that period. Erik continues to live a very international lifestyle, and presently has homes in Hong Kong, Mexico and the United States.Erik eventually took his Hong Kong friends’ advice to heart, and founded Fourth Turning Capital Management, LLC in 2013. Through that asset management company, he launched a Global Macro-strategy hedge fund in July 2013. In February 2016, in a joint effort with Nathan Egger, Erik launched Macro Voices, a new weekly financial podcast program which will target professional finance, high net worth, and other “sophisticated” investors who desire financial content at a level of sophistication and complexity above what the retail investment-focused podcasts on the Internet presently offer.Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy - HEREStocks mentioned in this episode: (Oil), (SPY), (QQQ), (RWN), (URA), (URNM)
The squirmy squirrelly market continues –
China finally figured it out – not pretty
Oil up, stocks down, dollar up, VIX down just around 13 – Complacency?
And out Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators
Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.
Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (QQQ), (SPY), (RSP), (DIA)
Unemployment rate is up.
Oil is Up. Stocks are Up!!
Yields are up too!
Guest- Fausto Pugliese - Cyber Trading University
Fausto Pugliese was an original “SOES Bandit” day traders in the early 1990’s and was one of the first independent traders to take advantage of the Direct Access Trading technology. He acquired a wealth of knowledge from years of hands-on experience, beginning in the trenches, working side by side with some of the most practiced and successful traders in the industry. After semi-retiring as a successful trader in his early-twenties, Fausto developed his own trading school. Fausto is the CEO and Founder of Cyber Trading University, also known as CTU. He is also a twelve-time champion at the Traders’ Challenge and is known for his live-trading events where he gets to prove how well his trading methods work in real-time. Fausto is the author of How to Beat Market Makers At Their Own Game – Uncovering the Mysteries of Day Trading published by Wiley Trading.
Cyber Trading University has been educating individuals in the art of trading since 1995. Thousands of investors nationwide have taken CTU courses and continue to visit the University for continuing education and updates.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (DG), (LULU), (AMZN) (USO), (PLUG), (MARA)
Unemployment rate is up.
Oil is Up. Stocks are Up!!
Yields are up too!
Guest- Fausto Pugliese – Cyber Trading University
Fausto Pugliese was an original “SOES Bandit” day traders in the early 1990’s and was one of the first independent traders to take advantage of the Direct Access Trading technology. He acquired a wealth of knowledge from years of hands-on experience, beginning in the trenches, working side by side with some of the most practiced and successful traders in the industry. After semi-retiring as a successful trader in his early-twenties, Fausto developed his own trading school. Fausto is the CEO and Founder of Cyber Trading University, also known as CTU. He is also a twelve-time champion at the Traders’ Challenge and is known for his live-trading events where he gets to prove how well his trading methods work in real-time. Fausto is the author of How to Beat Market Makers At Their Own Game – Uncovering the Mysteries of Day Trading published by Wiley Trading.
Cyber Trading University has been educating individuals in the art of trading since 1995. Thousands of investors nationwide have taken CTU courses and continue to visit the University for continuing education and updates.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (DG), (LULU), (AMZN) (USO), (PLUG), (MARA)
Squirrely market conditions continue – and its just getting started
Deadline October 1st – Another political drama brewing...
An inside look at terrible investing idea involving variable annuities.
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Stocks mentioned in this episode: (SPY), (TSLA), (DKS), (M)
Market action is going from bad to worse.
Wondering about inflation – yes inflation.
Another government shutdown looms – what happens next?
And our guest – Ed Easterling of Crestmont Research
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.
Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.
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Stocks mentioned in this episode: (SPY), (AAPL)
48 hours in Nashville.
Mega-Caps puke up some of the recent gains - then try for a little run.
Potential for reflation – watch for that word… Not seeing and significant drop in CPI.
Our Guest today is Lou Basanese – President of Public Ventures, LLC.
Lou is a well-known thought leader and advocate for young technology companies with promising intellectual property. He brings decades of experience as a public venture investor and independent analyst, as well as a marketing, communications and investor and public relations professional. As President, Chief Market Strategist at Public Ventures, Lou focuses on leveraging the firm’s unique and proven process to elevate new technology companies into market leaders to establish public venture as a vital asset class to a much wider community of investors.
Prior to joining Public Ventures, Lou served as Founder and Chief Analyst for Disruptive Tech Research, an independent equity research and advisory firm, focusing exclusively on disruptive technology companies. He also co-founded one of the web’s largest financial publishers with a daily circulation to more than 700,000 investors and served as Investment Consultant for an institutional investment consulting practice with over $2 billion in assets at Morgan Stanley.
Lou regularly shares his insights on national media outlets such as FOX Business, CNBC and Yahoo! Finance. He received a B.A. from the University of Florida and an MBA from the Crummer Graduate School of Business at Rollins College. He currently serves on the board of directors of Endra Life Sciences (NDRA) and The Roberto Clemente Health Clinic. Follow @LouBasenese
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (AAPL), (GOOG), (AMZN)
The USA debt rating is CUT!
Most earnings are out and we have the results.
Weekly oil inventories – largest draw-down EVER!
Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk.
Mr. Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals.
Cullen’s primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services.
Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
Cullen is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his family, troublesome pup Callie and flock of chickens. Follow @CullenRoche
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (AMD), (TUP), (YELL)
Bank of Japan spooks investors.
DJIA breaks it winning streak - almost had the all-time record.
News to use, valuations to value.
Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA)
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.
In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family. Follow @DavidGaffen
Born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.
His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else.
He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.
He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk
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Stocks mentioned in this episode: (GLD), (USO), (AAPL), (QQQ)
The AI tech wash is getting old.
Earnings in and so far, no surprises. One sell off day in a sea of buying.
A recap of my discussion with Goldman Sachs.
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Stocks mentioned in this episode: (AAPL), (MSFT), (NFLX), (TSLA), (SCHWB), (BAC), (JPM)
Its that time again – earnings season is upon us.
Markets in a new bull run – getting a little frothy though...
Inflation is Only 3% Now – but that is against the high watermark and our guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play.
Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report.
Patrick is a graduate of Vanderbilt University and is located in Chicago. Follow @Briefingcom
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Stocks mentioned in this episode:
Rates spike to decade long highs. The employment reports provide mixed messages.
Resilient – that is the name of the game - And a look back in order to look forward.
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Stocks mentioned in this episode: (AAPL), (JPM)
June is over – in the books – now the summer is finally here.
Back to that question – Is this a new Bull market? We have some more info to discuss.
NASDAQ 100 best 6 month start in decades!
And things that were said that markets ignored.
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Stocks mentioned in this episode: (SPY), (QQQ)
June coming to a close and what an interesting month it has been.
Crypto coming under pressure – SEC is making moves.
Inflation kicking up again around the world – wondering about US numbers.
And our guest this week is Frank Curzio from Curzio Research.
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
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Stocks mentioned in this episode: (AAPL), (SPY), (BTCUSD), (GLD), (AI), (GNRC), (AMZN), (NCLH), (CCL)
A pause or a maybe skip is what the Fed has ordered.
Coming in hawkish and market is spooked...for about 10 minutes.
New highs driven by – you guessed it the Mega Caps.
A question answered: Are we in a new bull market?
A complete discussion about the inner workings of quantitative analysis.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (GNRC), (AI), (JPM), (NYCB)
OPEC Cuts production – at least on country does. Still, oil drops.
Odds still favor a fed SKIP – the new word on the street.
A look at ROE and market performance during recessions.
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Stocks mentioned in this episode: (AAPL), (OIL), (AMD), (NVDA)
May Market Madness – Tech vs. everything else.
Politicians create problems – just to fix them – My Heroes!
Bifurcating markets – that is of interest.
And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds.
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
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Stocks mentioned in this episode: (AAPL), (GOOG), (META), (NVDA), (AMD), (CRM)
Memorial Day is here and we can smell the summer!
Government creating problems – just to solve them?
Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello.
Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened in Fort Lauderdale, FL on January 12, 2022. It is the first new bank opened in South Florida since 2009.
He served as the President & CEO of First GREEN Bank, a community bank headquartered in Orlando, Florida from 2016 until its sale in 2018. He was also President, CEO, and an organizing director of Broward Bank of Commerce, a new bank chartered in Florida on January 12, 2009.
He has held senior roles at Bank of Florida, City National Bank and Nations Bank throughout a 30 plus year banking career entirely in S. Florida.
Keith lives in Ft Lauderdale with his wife Denice, is a US Army Veteran and father of 4.
Follow @@browardbanker
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (N/A)
Risk warehousing, Government paralysis and other interesting concepts from this week’s guest, Dr. Richard Smith.
How to mitigate self-defeating investment plans?
AI and the potential for civilization – good stuff in this episode.
When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to build one of the first online financial technology platforms.
The platform worked so well he made it available to individual investors. In 2013 he founded TradeSmith, which started as a simple way to track portfolios and evolved into a powerful suite of risk-management and portfolio analysis tools. The company grew to over 30,000 investors who entrusted his technology with a staggering $20 billion, earning him the moniker “doctor of uncertainty.” After 16 successful years, he sold TradeSmith at the top of the market.
Never one to sit idle, Richard’s newest endeavor, RiskSmith, levels the playing field for individual investors.
Synthesizing his passion for simplifying complex financial markets and his background in mathematics and systems science, Richard has created tools that help investors better understand and evaluate risk in the market.
According to Richard, “Most people have no idea how powerful of a tool good risk management really is. They look at risk as something to stay away from. In fact, it’s exactly the opposite. Once you understand risk, you can control it. By taking smart risks, you can truly transform your financial future.”
Richard studied mathematics at U.C. Berkeley and earned his PhD in Systems Science from the Watson School of Engineering at SUNY Binghamton under the late Professor George Klir.
Richard is also Chairman of the Board and CEO of Foundation for the Study of Cycles, an international nonprofit that promotes and conducts research of cycles and how they can be used to make the world a better place
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (MSFT), (GOOGL), (AAPL), (CHGG)
Inflation CPI report as expected – markets – don’t know what to make of it.
Banks still not getting any love – more shoes to drop.
Debt ceiling talks going nowhere…
This week’s guest is Thoma Thornton – Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.
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Charts Discussed
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (GLD), (SLV), (PARA), (IEP), (SPY)
No Dead Fed – Hikes still on the table – although markets don’t agree.
A quick look back and ahead as banks are in trouble. It is getting a little silly…
Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand
Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®.
Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry.
Howard graduated with a B.S. in Business Management from Syracuse University.
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Stocks mentioned in this episode: (MSFT), (GLD), (AAPL)
The banking Crisis is NOT over – no surprise here.
Earnings for mega names coming in better than expected – stocks zooming.
Sinkhole Alert issued – what does that even mean?
And a conversation about M2 Money Supply.
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Stocks mentioned in this episode: (AMZN), (FRC), (META, (MSFT)
420 – came and went – should we make it a national holiday!
Taxes done? – in the mail and all finished – right?
Markets are busy digesting earnings and my very interesting meeting with a Fed big shot.
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Stocks mentioned in this episode: (MCD), (NFLX), (TSLA), (LEN), (DHI), (IBKR)
Inflation receding, like the floods in my neighborhood.
Fed calls for a mild recession. Earnings season begins – banks…batter up!
Guest – Frank Curzio – Curzio research and Wall Street Unplugged Podcast.
Check this out and find out more at: http://www.interactivebrokers.com/
Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
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Stocks mentioned in this episode: (MCD), (SI), (NYCB), (AMD), (INTC), (AAPL), (TSM), (TSLA), (GLD), (BTCUSD)
Markets get skittish on economic slowdown concerns.
Employment Report – inline and not much of a surprise.
10-year Yield tumbles to lowest since Sept 2022 and helps precious metals break out.
Let’s look back to look ahead…
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Stocks mentioned in this episode: (N/A)
Rate direction – bets are for cuts later this year!
Ending the quarter on a more positive note – market happy nothing else is breaking.
Nailing 1st place in the Chili Cook off – secret ingredient.
This week’s guest – Danielle DiMartino Booth.
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
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Stocks mentioned in this episode: (CS), (BAC), (SPY), (GLD)
Central Banks boost rates, bond yields fall.
Powell says banking system is strong and resilient!
Yellen says not planning on full backstop.
Double talk and backspeak – only meant to confound and confuse.
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Stocks mentioned in this episode: (DB), (CS), (GLD), SLV), (BAC), (JPM)
Banks are in the tank – bad mojo out there.
The Fed and Treasury getting out the playbook – keep up confidence at any cost!
QT turns to QE – half of April’s QT bought back – just last week!
Guest – Anthony Scaramucci discusses some really interesting topics such as the Avatars of Our Anger, the ongoing Jihad to punish bank execs and his take on bitcoin.
Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.
Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co.
In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books.
OPEN BOOK PODCAST ON APPLE
Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director.
Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
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Stocks mentioned in this episode: (FRB), (BAC), (AAPL), (PACW)
A Best of show put together by Ryan Rediske. Great work and a lookback on some of the smart and not-so smart calls on tech from 2022.
It is a good practice to see what you got right and what you got wrong to help make better decision in the future.
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Stocks mentioned in this episode: (META), (AAPL), (GOOG), (RBLX), AMZN)
Investor Education in the spotlight – Fin Literacy Month comes early.
March – a month to take notice of. The Fed is not kidding around…
Stocks and bonds sending mixed signals – no memory day to day.
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.
Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.
Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.
Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.
IBKR CAMPUS
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Stocks mentioned in this episode: (N/A)
From the Outhouse to the Penthouse – Cash that is…
GDP comes in well above expectations – inflation not relaxing
Consumer Discretionary stocks out of favor – AI is the buzz these days
A quick lesson on Risk Management.
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Stocks mentioned in this episode: (NVDA), (HD), (W), (M), (DDS), (ETSY)
Bullard – Bullard – The Hawk comes back – sinks market with a quick comment.
I got a $1,500 water bill this month! That’s inflation. We also got hot inflation numbers this week – that is a concern.
And our Guest, Brian Shannon from Alphatrends.net
Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need.
CHECK OUT BRIAN’S LATEST BOOK
“I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (BBBY), (MSFT), (BIDU), (AI)
AI is the newest phrase to catch the imagination of investors. All hoping they are getting in on the next Apple.
A few comments on disinflation and the charade the Fed is trying to pull.
What we are seeing is the “amateurish-fad-based-push-up-the-market-for-any-reason-daily-grind” is in full swing – but that may not last long.
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Stocks mentioned in this episode: (BBBY), (MSFT), (BIDU), (AI)
Lousy earnings, stocks go higher. Fed stays somewhat hawkish, stocks go higher.
Blowout jobs report, stocks go higher. Short squeeze games anyone?
This week’s guest – Erik Townsend with MacroVoices
Check this out and find out more at: http://www.interactivebrokers.com/
Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT’s Artificial Intelligence laboratory, where he taught himself several computer programming languages. Erik became an independent software development and design consultant to Digital Corporation’s manufacturing systems technology group at age 17. By age 20 he owned his first private aircraft, after earning his private and commercial pilot’s licenses.
From his experience at MIT, Erik recognized that the IT industry’s failure to embrace distributed computing translated to an exceptional entrepreneurial opportunity. At age 21, Erik committed himself to developing and commercializing distributed application software technologies he was first exposed to at MIT in the late ’70s. By the mid-1980s, Erik had invented an approach to distributed system design that is now widely known as Service-Oriented Architecture (SOA). After applying SOA concepts initially at Digital Equipment Corp (where he consulted for nearly 10 years), in 1992 Erik founded the Cushing Group, a boutique consultancy focused exclusively on bringing advanced distributed application computing technologies to market. The Cushing Group’s work with Wells Fargo Bank in the early 1990s paved the way for Wells Fargo to become the world’s first Internet Bank by early 1995.
Erik has become a passionate world traveler. He moved to Hong Kong in 2009 to get a better perspective on changing global economics. While living in Hong Kong, several hedge fund professionals he met there observed that through his own passionate trading activities, Erik was “already doing all the work of running a hedge fund except for picking up the phone and calling a lawyer and turning it into a fund”. Erik was flattered by the advice of his peers in Hong Kong to launch his own hedge fund, but wanted to finish his boots-on-ground evaluation of the global economy first. He spent just over sixteen month in 2011 and 2012 exploring the world, living in 28 cities in 18 countries during that period. Erik continues to live a very international lifestyle, and presently has homes in Hong Kong, Mexico and the United States.
Erik eventually took his Hong Kong friends’ advice to heart, and founded Fourth Turning Capital Management, LLC in 2013. Through that asset management company, he launched a Global Macro-strategy hedge fund in July 2013. In February 2016, in a joint effort with Nathan Egger, Erik launched Macro Voices, a new weekly financial podcast program which will target professional finance, high net worth, and other “sophisticated” investors who desire financial content at a level of sophistication and complexity above what the retail investment-focused podcasts on the Internet presently offer.
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Stocks mentioned in this episode: (AAPL), (AMZN), (META), (MSFT)
GDP looking good, inflation, coming down – Now Waiting for the Fed’d decision next week.
Earnings outlook – murky at best while markets in full melt-up mode – kind of fun to watch.
Out guest John Williams , founder of ShadowStats
Check this out and find out more at: http://www.interactivebrokers.com/
John Williams””founder and publisher of ShadowStats.com. He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar. During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies.
Out of necessity, he became a specialist in government economic reporting. An early client””a large manufacturer of commercial airplanes””had developed a model for predicting revenue passenger miles, a primary sales forecasting tool. Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it. The GNP numbers were faulty, he corrected them (official reporting was similarly revised a couple of years later), and the model worked again, at least for a while, until changes in GNP methodology eventually made the underlying data worthless.
That began a lengthy process exploring the history and nature of economic reporting and interviewing key people involved in the system from the early days of government reporting through the present. For a number of years, he conducted surveys among business economists as to the quality of government statistics. The vast majority thought it was pretty bad, with survey results leading to 1989 front-page stories in the New York Times and Investors Daily, considerable coverage in the broadcast media and a joint meeting with representatives of all the U.S. government‘s statistical agencies.
Nonetheless, the quality of government reporting has deteriorated sharply in the last couple of decades. Problems include changes in reporting methodologies that have pushed headline economic and inflation results outside the realm of real-world or common experience.
Over the decades, Williams has given thousands of presentations on the U.S. economic outlook and on approaches to analyzing economic data, to clients””large and small””including talks with members of the business, banking, government, press, academic, brokerage and investment communities, as well as having provided testimony before the U.S. Congress.
Public response to a 2004 series of articles on the quality of government statistics was so strong that he started Shadow Government Statistics, a newsletter first published on ShadowStats.com in 2004. That weekly commentary is published as part of his economic consulting services.
Find out more about ShadowStats.com
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Stocks mentioned in this episode: (AAPL), (OIL), (TSLA), MSFT), (INTC)
Big hopes for a little hike next meeting. January’s rally starting to fizzle a bit.
Big Layoffs, Capex Cut announcement – all ahead of earnings reports ..
Frank Curzio – freshly back from CES in Vegas. He has a slam the table stock he is pitching.
Check this out and find out more at: http://www.interactivebrokers.com/
Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (GLD), (GDX), (NFLX), (COIN), (URA), (GS), (JWM)
CPI hits the bullseye – perfectly inline with expectations.
Optimism returns – market on the move – but what about those pesky valuations?
Earnings season – starts…right now.
Our guest Alex Shahidi – Evoke Advisors, talking about Risk Parity.
Check this out and find out more at: http://www.interactivebrokers.com/
Alex is a Managing Partner and Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the firm’s largest institutional consulting groups, advising more than $10 billion in assets. In 2014, Alex co-founded ARIS, where he, along with co-founder Damien Bisserier, oversaw the firm’s research and client service efforts. In 2019, they launched the RPAR Risk Parity ETF, which quickly became one of the largest Alternative ETFs in the country. ARIS merged with Evoke Advisors in 2020 and the combined firm currently advises over $20 billion in assets.
Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families. He works with his clients in a variety of financial areas including developing investment policy statements, managing asset allocation, selecting managers, monitoring portfolio performance, and creating financial plans.
Alex is a Chartered Financial Analyst (CFA®), a Certified Investment Management Analyst (CIMA®), a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®). Barron’s magazine has repeatedly ranked him as one of America’s Top 100 Independent Financial Advisors, Top 1,200 Financial Advisors and Top 1,000 Financial Advisors.
Alex graduated cum laude from University of California, Santa Barbara, with degrees in business economics and law. He earned a JD from the University of California, Hastings Law School, and is a licensed attorney in California.
Alex is a prolific writer. His first book titled Balanced Asset Allocation: How to Profit in Any Economic Climate, was released in late 2014. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award as well as in the Wall Street Journal, Market Watch, Money News, Fidelity.com, and Wall Street Daily. In 2021, he launched his second book titled Risk Parity: How to Invest for All Market Environments.
Alex has been interviewed on Bloomberg Television and Radio, BBC World News, and Yahoo Finance and for articles in the Wall Street Journal, Barron’s, and other major publications. He has also been featured in numerous podcasts including Capital Allocators, The Investor’s Podcast, and Seeking Alpha. Alex is also a member of the Forbes Finance Council and regularly contributes content for Forbes.com.
Table Discussed in this episode
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Stocks mentioned in this episode: (SPY), (AMZN), (SBUX)
Starting off the year – 2023 let’s get after it.
Unemployment dips, markets like what they see and more FTX/crypto fallout.
And a look back to look ahead.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (SPY), (QQQ)
So many guests, such great insights.
What a wonderful to hear some of the best of Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more.
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Stocks mentioned in this episode: (SPY), (QQQ)
Clock is counting down on 2022 – Recession is a lock in ’23 – at least the anal-lysts believe that.
Some better news – lifting confidence in the consumer, then a shot across the bow with a better GDP report.
A look at recessions and recoveries – many shapes and sizes.
And considering Kanikama…Fishsticks!
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Stocks mentioned in this episode: (SPY), (QQQ)
CPI comes in better than expected, market cheers. Powell comes out and talks out of both sides of his rate hike mouth.
Heading into the end of the year – everyone calling for a recession – let’s discuss along with some year-end planning tips
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SPY), (QQQ)
Yields are collapsing – that’s good and bad.
Oil prices collapsing – also good and bad.
Inflation Rising – PPI comes in hot – not sure that matters right now..
Guest – Steve Sanders – EVP at Interactive Brokers.
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.
Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.
Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.
Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (AAPL), (OIL)
Searching for that golden ticket – the real MacGuffen with our guest, Ben Hunt.
Markets sway with every breath that Powell makes. So ridiculous.
StockTober then followed by a November to Remember!
Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018.
Epsilon Theory, Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company’s investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory.
Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts.
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He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient’s own portfolio managers and its financial advisor clients to improve client outcomes.
Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero’s day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben’s hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia “competitions”.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (APPL), (GOOG), (MSFT), (DXY), (EEM), (META), (KODK), (FTX.BS)
Oil – prices nosedive after OPEC increases production.
Short Week – gearing up for Black Friday and Cyber Monday Deals.
The fallout from FTX keeps coming – Going to take years to unwind. and out gueest - David Akerman, Chief Compliance Officer for MobileCoin. He answers the question: Why should I care about cryptocurrencies?
David Ackerman, Esq. is an attorney in the United States and global compliance executive with over 15 years experience fighting financial crime, fraud, and terrorism financing. Dave has stood at the forefront of policy making across five continents by providing legal, operational, and regulatory guidance to governments, regulatory organizations, law enforcement, financial intelligence units, global investment banks, sovereign wealth funds, and crypto exchanges.
David is a member of the Alfred Lee Loomis Innovation Council at the Stimson Center, a recognized financial regulation expert, principal investigator, published author, and FINRA Arbitrator. Most recently, he serves as the Head of Compliance for MobileCoin Inc.
Check this out and find out more at: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (BTCUSD), (AAPL), (MSFT)
Here’s some advice – don’t let kids play with matches…!
Builders are feeling the pain – rates only going higher. Jeremy Siegel – predicting the bottom and a pause. Hmmmmmm
Divergence – economic reality and execution – the tale of two stocks.
Check this and find Out More At: http://www.interactivebrokers.com/
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (WMT), (TGT), (AAPL), (COIN), (BTCUSD), (M), (KSS)
Crypto Meltdown – was a long time coming and I have a few things to say about this!
The Mid Terms – what happened there? CPI dips and markets RIP.
Earnings outlook dims. Lots more ....
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (LYFT), (AAPL), (UBER), (BTCUSD), (ETHUSD)
Guest: Frank Curzio - a listener favorite is in the house.
Markets got faked out - the Fed remains on a rate hike rampage.
Frank tells us what he sees the future is going to look like if earnings come down and multiples move to a "normal" level?
AND, how to play the potential for a stock market move lover.
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AAPL), (META), (SPY), (XLE), (GLD), (AMZN)
Guest: Frank Curzio - a listener favorite is in the house.
Markets got faked out - the Fed remains on a rate hike rampage.
Frank tells us what he sees the future is going to look like if earnings come down and multiples move to a "normal" level?
AND, how to play the potential for a stock market move lover.
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AAPL), (META), (SPY), (XLE), (GLD), (AMZN)
Hot Rates back up – after hints that the Fed may chill-out.
Earnings – oofah – some pretty bad reaction to Mega-caps. Meta/Amazon/Google– Just brutal – but perhaps deserving. Listing the winners of the book giveaway!
Covering the upcoming economics and the upcoming FOMC meeting.(OS)
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (BAC), (GOOG), (AMZN), (AAPL), (META)
Yen crashes, yields spike! In response, the Fed launches a trial balloon on Friday.
Earnings season providing mixed results, waiting for the "big boys" next week.
Listen to the complete "H&C Webinar" from this week - plenty of great insight - discussing how the roots are still solid, even though a bad storm just blew through markets.
-> Check out the Slides to the Webinar Presentation Using this LINK
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (SNAP), (TLT), (META)
In the episode, breaking the Fed Put is something we consider. Unchecked, unlimited power has us thinking that something needs to change.
But, policy paralysis continues. The FrankeFed experiment and a look inside what actually goes in within the walls of the Federal Reserve with our guest, Danielle DiMartino Booth.
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (BAC), (GS), (WFC), (JPM)
What a rally to start the week – then came the fade. Oil moving higher – for all the wrong reasons.
VIX finally starting to POP – above 30 and rising - what will that mean?
We have a giveaway and saying FU to FUD!
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AMD), (NKE), (SBUX), (MJ), (MSOS), (XLE)
What a rally to start the week – then came the fade. Oil moving higher – for all the wrong reasons.
VIX finally starting to POP – above 30 and rising - what will that mean?
We have a giveaway and saying FU to FUD!
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AMD), (NKE), (SBUX), (MJ), (MSOS), (XLE)
Penguins are watching for the move, it only takes on central bank to see their error – others will follow.
The last quarter – here we are into what is often favorable conditions… But then again, it is 2022.
Strategy check: Ostrich or Hope? Time to reprogram.
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AAPL), (LYFT)
Holy Capitulation CNBC Man!
You know... It is what his mamma used to say - Stupid is what stupid Does
A quick check on the market wreck and something you need to hear about.
The charts discussed...Click to enlarge
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (SPY), (QQQ), (IWM), (OIL)
Holy Capitulation CNBC Man!
You know... It is what his mamma used to say - Stupid is what stupid Does
A quick check on the market wreck and something you need to hear about.
The charts discussed...Click to enlarge
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (SPY), (QQQ), (IWM), (OIL)
Peak Inflation Theory – shot to hell – so much for the experts. Guest - Ross Gerber, Gerber Kawasaki.
Rate hike probabilities now include a 1% move - watch out!
Rail Strike – narrowly averted...
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.
Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (TSLA), (MJ), (AAPL), (DIS)
Peak Inflation Theory – shot to hell – so much for the experts. Guest - Ross Gerber, Gerber Kawasaki.
Rate hike probabilities now include a 1% move - watch out!
Rail Strike – narrowly averted...
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.
Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (TSLA), (MJ), (AAPL), (DIS)
Markets trying soooo hard to score a win. ECB hops on the BIG rate-hike bandwagon.
Oil plunges – weird don’t you think?
A few thoughts on what is next and a look into ESG investing.
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (USO), (XLE), (BRK.B), (TSLA), (TAN)
Thomas Thornton, Hedge Fund Telemetry is our guest.
The Two-headed llama – Pushing and pulling policies are leading us down a dark hole.
Markets – well, if you are fully long – the pain is real as rates are high, and stocks are low
We are going to get into it with our guest… Thomas Thornton – Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (OIL), (UNG)
Thomas Thornton, Hedge Fund Telemetry is our guest.
The Two-headed llama – Pushing and pulling policies are leading us down a dark hole.
Markets – well, if you are fully long – the pain is real as rates are high, and stocks are low
We are going to get into it with our guest… Thomas Thornton – Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (OIL), (UNG)
Dave Kavanagh of Grant Park is our guest, discussing commodity trading strategies and alt-investing.
Mr. Powell is a Party Pooper - taking away the punch bowl again.
Crude oil seems to have a floor now - THANKS OPEC!
David M. Kavanagh, president of the general partner has been responsible for overseeing all operations and activities of the general partner since its formation and has been registered as an AP with the CFTC and listed as a principal of the general partner since December 1995.
Commencing in October 1998, Mr. Kavanagh also became president, a principal and an associated person of Dearborn Capital Brokers Ltd., an independent introducing broker. It became registered as an independent introducing broker in October 1998 and was formerly also registered as a commodity pool operator from September 1999 until October 2009. Between October 1998 and October 2011, Dearborn Capital Brokers Ltd. performed introducing brokerage services for MF Global Inc., a former futures commission merchant. From November 2005 through March 2006, Mr. Kavanagh was registered with the CFTC as an AP of MF Global Inc. Neither Dearborn Capital Brokers nor Mr. Kavanagh provides brokerage services to Grant Park’s trading account.
Mr. Kavanagh has served as the president of DCM Brokers, LLC a registered broker dealer, since October 2007, which serves as Grant Park’s lead selling agent. Between December 2010 and December 2012, Mr. Kavanagh served as the president of Knollwood Investment Advisors, LLC, which was formerly a registered investment adviser from January 2011 to December 2012. Effective October 2013, Mr. Kavanagh is a listed principal of EMC Capital Advisors, LLC where he serves on the Board of Managers but does not manage day to day affairs. He was also an owner from May 2012 to April 2014 of a greater than 10% interest in an unregistered proprietary trading firm, XHedge LLC, and provided occasional consulting services to this firm from May 2012 to April 2014. In 1980, Mr. Kavanagh received an M.B.A. from the University of Notre Dame, and in 1978 graduated with a B.S. in business administration from John Carroll University. Grant Park Funds
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (@CL), (DXY), (UNG), (CORN)
Chart action – overhead resistance too much to beat. UK inflation running on the wrong side of the road.
Yields higher – reasonable, but low quality stocks higher – what is wrong with this picture?
Big Calls on the market – with our guest, Peter Schiff – Europacific Capital.
Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets.
He achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. Check Out EuroPacific Capital
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (MSTR), (BTCUSD), )GLD), (SLV)
Chart action – overhead resistance too much to beat. UK inflation running on the wrong side of the road.
Yields higher – reasonable, but low quality stocks higher – what is wrong with this picture?
Big Calls on the market – with our guest, Peter Schiff – Europacific Capital.
Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets.
He achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. Check Out EuroPacific Capital
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (MSTR), (BTCUSD), )GLD), (SLV)
Bangarang! CPI drops down to 8.5%! NO INFLATION (LOL)!
The consumer remain strong – but what about that credit?
Reboot, reset and open up the mind to the possibilities. We don't know what we don't know. Let's move toward financial independence!
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AAPL), (TSLA), (SPY), (GLD), (SLV)
Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it!
STONKS - are they back?
Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech is making a run – from oversold to now, overbought.
What happened to CAPITULATION?
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (SOFI), (SPCE), (META), (HKD), (U), (AAPL), (RBLX), (BTCUSD)
Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it!
STONKS - are they back?
Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech is making a run – from oversold to now, overbought.
What happened to CAPITULATION?
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (SOFI), (SPCE), (META), (HKD), (U), (AAPL), (RBLX), (BTCUSD)
Stocks rally into Fed – and then blasted higher on a dovish take on Powell.
Tech earnings – looking pretty good – well, better than expected.
Bond yield tumble, the USD heads lower and asking about the “R” Word.
CHECK IT OUT!
This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (BAC), (GS), (MS), (WFC), (TGT), (XBI)
The penguins are leading the charge - talking us into recession. Markets react and what are you doing? Not looking at your statements? Sticking your head in the sand?
So many opportunities - let's find them together.
Listener questions and a wake up call.
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (BAC), (GS), (MS), (WFC), (TGT), (XBI)
Vitaliy Katsenelson is this week's guest.
We talk about the essence of life and how to gain purpose and meaning.
New book alert! Soul in the game...
Vitaliy Katsenelson was born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.
His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else.
He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.
He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007), and Soul In the Game. Follow @vitaliyk
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: ()
Finally, an up week for markets – but still squirrelly.
Oil Down, commodities down, VIX hanging under 30.
Gas tax holiday announced and other bad ideas coming your way
Guest, Fed Insider Danielle Dimartimo Booth.
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (FDX), (LEN), (KBH, (CROX), (CCL), (NCL), (RCL)
Trial balloons, leaks and 75 basis points.
Central banks are in a tizzy – market gyrations making me dizzy.
Key Reversal Indicator – would you look at that! And, a review of current economic conditions.
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (CCL), (RCL), (NCHL), (DAL)
Haircuts – why you don’t do them yourself.
Two trends that will benefit from high inflation and why billions of $$ will start flowing into Bitcoin.
Frank Curzio is our guest and he is talking about the Metaverse (land), inflation and deflation, oil prices and bear markets.
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (MAS), (URA), (AA), (MOS), (TGT), (TJX), (ROST), (AIG), (WMT)
Inflation starts to abate - for now.
Markets moving in wild course - only in bear markets. But, is that about to stabilize?
A best of episode of Andrew's rants, concerns and issues with the Fed heads, inflation and a look back.
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: N/A
VIX hanging below 30 – interesting with this much daily pain over the past weeks.
Rates on 10yr backing up – just as we thought - now look at them!
Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points.
Guest- Clare Flynn Levy from Essential Analystics.
Clare Flynn Levy - Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately 'went native' into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare's vision for Essentia is based on years of being the customer, followed by years of listening to the customer.
About Essentia Analytics Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making. Essentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors.
In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made.
Smarter, more focused, more efficient, better. Follow @cflynnlevy
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (TJX), (ROST), (AMZN), (TWTR), (SNAP), ROCKU), (GNRC), (DKS), (M), (NVDA), (WMT), (TGT)
This is a first! We are rebroadcasting this recent Client Webinar/Update. So much information that needs to be shared and great Q&A session.
Getting over a non-covid flu or something - kicking my butt though.
Retail apocalypse - could mean deflationary conditions are ahead...
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (WMT), (TGT), (ROST)
David Tepper - calling the bottom - seems like everyone wants to be the market hero these days.
Panic selling and panic buying - amateur hour out there.
A quick less on Buying the Dip - or maybe not buying the dip.
A best of episode of Andrew's rants and issues with the Fed heads.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (TLT), (PTON), (UPST)
Rough sledding – the Fed giveth and taketh away.
Markets correlations are a big question mark - nowhere to hide.
Running with their hair on fire, and a discussion about Treasury I-bonds.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (TLT), (SPY), (QQQ)
Make no mistake - this will be a Fed Engineered Recession.
Listener questions, the Social Security Ponzi Scheme - and why we like CRABS.
Listen in for the one thing that needs to happen for the market to stabilize....
CHECK IT OUT!
This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AAPL), (AMZN), (PYPL), (SQ), (TLT), (TIPS)
Ugly, nasty action for streaming services – Netflix gets hammered!
Sell the rips – apparently that the theme continues with a slight change in dynamic from some Fed speakers.
And, continuing our take on Financial Literacy Month.
Technical analysis, MACD, RSI, SMA all in this discussion.
HAPPY 15th Anniversary TDI Podcast! Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (RBLX), (MTTR), (SNAP), (GOOGL), (W), (RH), (HACK), (NFLX)
OH it is hot – A scorcher – Inflation that is.
Earnings season gets underway – Airlines up – banks down.
What do we know about money? Its Financial Literacy month - let's give some stuff away - listen in.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (TWTR), (F), (GM), (TSLA), (WFC), (JPM), (SPY), (QQQ)
Is it the 1970's all over again? Our guest, Octavio Marenzi thinks that this is going to be a long slog as inflation persists. Is a recession coming sooner than we think?
We talk Vienna Hot Hogs and a report back from Andrew's Bimini trip.
Plus - covering crypto exchanges and the Bitcoin 2022 conference.
End of the month and end of a wild quarter - April favors the bulls – at least seasonality studies show.
Earnings season is right around the corner and out guest Frank Curzio, Curzio research.
Stocks that are a "no-brainer" during inflationary times, the skinny on the yield curve inversion and more..
The important crypto news that has Frank all excited.
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This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (GLD), (URA), (SLV), (BAC), (WFC), (AA), (MOS)
From Trounce to Bounce – Markets have a change in direction. Yield spike – what we call a skew event.
The Fed is not your friend…… Don’t fight it..
Our guest this week - Dr. Richard Smith.
March 2022 - WEBINAR REPLAY Follow @andrewhorowitz
When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to build one of the first online financial technology platforms.
The platform worked so well he made it available to individual investors. In 2013 he founded TradeSmith, which started as a simple way to track portfolios and evolved into a powerful suite of risk-management and portfolio analysis tools. The company grew to over 30,000 investors who entrusted his technology with a staggering $20 billion, earning him the moniker “doctor of uncertainty.” After 16 successful years, he sold TradeSmith at the top of the market.
Never one to sit idle, Richard’s newest endeavor, RiskSmith, levels the playing field for individual investors.
Synthesizing his passion for simplifying complex financial markets and his background in mathematics and systems science, Richard has created tools that help investors better understand and evaluate risk in the market.
According to Richard, “Most people have no idea how powerful of a tool good risk management really is. They look at risk as something to stay away from. In fact, it’s exactly the opposite. Once you understand risk, you can control it. By taking smart risks, you can truly transform your financial future.”
Richard studied mathematics at U.C. Berkeley and earned his PhD in Systems Science from the Watson School of Engineering at SUNY Binghamton under the late Professor George Klir.
Richard is also Chairman of the Board and CEO of Foundation for the Study of Cycles, an international nonprofit that promotes and conducts research of cycles and how they can be used to make the world a better place Follow @Investing_Dr
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (BTCUSD), (AMC), (GME), (AAPL)
China reverses course send stocks flying – A massive move...
Short Squeezing is the flavor of the month!
The Fed does what it was supposed to – but remains hawkish.
Michael Covel is our special guest this week.
March 2022 - WEBINAR REPLAY Follow @andrewhorowitz
Michael Covel searches. He digs. He goes behind the curtain to reveal a state of mind the system doesn‘t want you in. Characterized as “essential” and “required reading,” Covel teaches beginners to seasoned pros how to generate profits with straightforward repeatable rules and is best known for popularizing the controversial trading strategy TREND FOLLOWING. He is the author of six books including the international bestseller, Trend Following and his investigative narrative, TurtleTrader. Trend Following™ Investment Research is a publisher of trend following trading strategies reaching thousands of investors globally. Our unique edge is an extensive network within trend following, behavioral economics and risk management. This allows us to teach decades of outstanding performance. Our approach is to provide customers with a single product requiring no extra purchase. Delivering a comprehensive service of trading systems, risk management strategies and psychological guidelines allows our customers to trade in less than thirty minutes per day. Follow @Covel
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (AAPL), (AMC), (FB), (GME)
Clocks moving forward – more light – hopefully less gloom. The headlines are making us all a little crazy.
Meanwhile consumer confidence plunges and we recap of our Client Webinar Update this week (link below)
March 2022 - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (GLD), (BTCUSD), (DOCU), (TSLA)
An impossible situation.
The world appears to be entering an era of selective isolationism. This is a stark change from the globalism that had been the center of the economic growth engine for decades.
Time to take a look at your time horizon and portfolio diversification.
CHECK IT OUT!
This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer
DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (RSX), (GLD), (AMZN), (AAPL), (NFLX), (ARKK)
Jason Raznick, founder of Benzinga is this week's guest.
With a multi-front law (Ukraine, Russia, Inflation) there is plenty of opportunity as well as pitfalls. The Fed!
The Fed! Yes, the Fed is in play again (RANT ALERT!)...
SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor
Jason Raznick is the founder of Benzinga, a media and data technology startup empowering a new generation of investors. Raznick launched Benzinga.com in 2010, and it has since grown to become a hub for actionable information on the capital markets with approximately 2 million readers a month. Benzinga.com is supported by a high-speed newswire, Benzinga Pro, which is home to exclusive market-moving news.
Raznick is a graduate of the University of Michigan, where he started multiple companies. He has been quoted in a variety of financial news publications, such as CNBC, the Wall Street Journal, and the New York Post. Raznick has been named to the Crain's Detroit Business 40 Under 40 list as well as the DBusiness 30 in Their 30's list. Benzinga is based in Detroit, and Raznick is dedicated to helping rebuild Detroit as a hub of technology and finance. Start your Free Trial of Benzinga Pro
Benzinga Cannabis Conference Register HERE and Use Code TDI for 30% Off
DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (AMC), (GME), (RBLX), (MTTR). (FB)
Stephen Leeb is our guest - discussing gold, but not the way most do.
I ask an important question - what he would prefer to take down in the bunker? - Tuna in oil, crypto or gold?
Stephen Leeb (www.stephenleeb.com) is the author of China’s Rise And The New Age Of Gold: How Investors Can Profit From a Changing World and editor of the award-winning publication, The Complete Investor. The author of eight previous books, Leeb is known for his prescience in uncovering overlooked trends and explaining what they mean for investors, often going against conventional wisdom. He predicted the bull market that started in the 1980s in his book Getting in on the Ground Floor; foresaw the tech stock crash in Defying the Market: Profiting in the Turbulent Post-Technology Market Boom; and forecasted the 2008 subprime mortgage crisis in his New York Times bestseller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel, co-authored with Glen Strathy.
Leeb is a graduate of the University of Pennsylvania’s Wharton School of Business and holds a Ph.D in psychology and master’s in mathematics from the University of Illinois. He’s a frequent guest on national financial shows and a speaker at major conferences. Follow @dr_leeb
DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (GLD), (GDX), (SPY), (SLV)
Another Fed trial balloon pops markets.
Inflation coming in hot – although off of a low base.
Wacky action in yields, but markets are still holding tough - sort of.
Our guest today – Thomas Thornton from Hedge Fund Telemetry
SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton
DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode:
Good earnings – trumped by some ugly action with a happy ending.
Make it stop...make it stop! Cries of January heard. Looking at risk, and in particular, one that may be causing all of your recent portfolio problems.
UK rates up, Euro Stays steady and who knows about the U.S. after the latest job print.
Some listener questions….
DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (FB), (AMZN), (AAPL), (SNAP) (XLE)
Vitaliy Katsenelson is this week's guest.
The good news is that January is just about ova' ! What will February bring?
Wednesday was FOMC day – So what did they actually say, how is this turning into an epic policy mistake?
SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor
Born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.
His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else.
He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.
He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk
DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (KO), (DOCU), (MA), (ARKK), (IBM), (AMC)
Markets breaking down – some stocks spinning out of control. Looks like rates are over-reacting – not following the data at all.
But, the talking heads are all a flutter –with opinions on all sides
Some practical tips on navigating though a correction - yes a correction like we are seeing right now.
DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode:
An epic bounce attempt – investors considering what is next. At the same time, inflation jumps – locksdowns crimp global supply chain.
CES concludes and some pretty cool tech coming our way and helping us to discover what is next, our man on the CES street – Frank Curzio, from Curzio Research.
SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (RBLX), (IWM), (JPM), (QCOM), (PTON), (ZM), (TSLA), (AAPL), (GM), (F)
Flipity Flopity – The Year Starts a Slopity.
Smacking the Tech as rates rise pretty rapidly - the stealth correcdtion that you need to be taking notes on.
The economy looks great – the question is: why are stocks falling?
Some thoughts on the January Effect...
DECEMBER 2021 - WEBINAR REPLAY
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (RBLX), (MTTR), (FB), (MSFT), (COIN), (GME), (ZM), (DOCU), (PTON)
Wrapping up a great year – Goodbye to 2021 and HELLO to 2022!
In this episode, we take a moment to sharpen the saw – a deep dive looking at the tools of the trade that can help with research, charting, news and more.
Starting out the year on the right foot...
DECEMBER 2021 - WEBINAR REPLAY
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (XYZ), (SPY), (QQQ)
If you had to hire yourself after the job you did with your portfolio - would you?
Are you making resolutions again? How about for 2022 we make some commitments to ourselves? A quick exercise on this and what to do when your portfolio makes outsized moves.
End of year - what to make of the volatility - how to handle the risk. Maybe we should be asking different questions.....
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi
DECEMBER 2021 - WEBINAR REPLAY
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (XYZ), (SPY), (QQQ)
Investors panic to cover shorts, then panic sell. Turkey drops rates again, market plunges
The Fed, The Fed and The Fed - - and our guest, Danielle DiMartino Booth takes us through the implications of the Fed's recent decision.
Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm.
DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
Since inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox
Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi
DECEMBER 2021 - WEBINAR REPLAY
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (PTON), (DOCU), (ZM), (QQQ), (TLT)
Wild and wacky – best week for markets in months with raging volatility.
Weed, crypto, NFTs, EVs and the Metaverse. Ross is naming names and has one stock in particular that he may be adding to his portfolio.
The VIX – drops from 35 to sub 20, Inflation – definitely not transitory at over 6% YoY.
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.
Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.
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OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi
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Stocks mentioned in this episode: (HOOD), (ARKK), (LIDR), (LEN), (MTTR), (TSLA), (MJ)
The last month of 2021 and not the best start. Is it the Fed or is it Omicron that is punishing markets? – a little debate
Wrapping up the Back to Basics Series – thank for the comments and kind notes.
Great guest coming up next week – fun topics. Plus we take a look at the investing process as markets change complexion.
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OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi
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Stocks mentioned in this episode: (DOCU), (TSLA), (ASAN)
The fourth of a four part series - Back to Basics. Stocks, bonds, ETFs, mutual funds - which one is best? We got you covered as we discuss the basics of some of the important categories of investments.
We also have some incredible listener mail - a few special letters.
Financial engineering, rates and inflation are also in focus in this episode.
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OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi
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Stocks mentioned in this episode: (DDS), (AAPL), (AAL), (DAL), (PEP), (KO), (HD), (LOW), (SPY)
The third of a four part series - Back to Basics. This is a great discussion with Kevin Hoffmann about "ways to Save" and the Lobster Trap Savings approach.
We start with a basic discussion of how to begin with a systematic savings plan and then work our way to 401ks and retirement planning.
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Kevin Hoffmann is a key member of the Horowitz & Company, Inc. team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads operations, research and analytics for Horowitz & Company, Inc..
While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.
Kevin has been central to the development of the eNVESTOLOGY program for Horowitz & Company.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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Stocks mentioned in this episode: (AAPL), (META)
Markets taking a breather – the winning streak has ended
Make no mistake – inflation is trending higher.
The burning question about Andrew's Thanksgiving Turkey recipe is answered....
The Back to Basic Series - Tax Help with Dan Pilla in this episode.
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Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”
Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved.
As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan's Website Follow @danieljpilla
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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Stocks mentioned in this episode: (RBLX), (AFRM)
The Fed says do not dread – Rates low for long time baby!
Markets – more new highs on earnings and cheap money – jobs report is impressive. Buybacks hitting a record this quarter, plenty of downside protection or just overconfidence?
And – we are getting Back to Basics. This week we are talking about Estate Planning. Wills, trusts, power of attorney and Living Wills. Plus some ways to avoid probate without all the legal effort.
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Stocks mentioned in this episode: (PTON), (AAPL), (MRNA), (PFE), (QQQ)
Newsflash – Elon Musk is really rich – the richest in fact! Tech earnings driving markets to new highs – Goldilocks or full steam ahead?
Democrats tripping over themselves to get a deal done – any deal, no matter how bad it is for the country.
Learning from the Great Pyramids. You can’t get rich overnight – literally, just like you cannot build a pyramid that has lasted 5,000 years without all the hard work that was put in to the venture.
It spooky out there – Halloween 2021 here we are …
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Stocks mentioned in this episode: (AAPL), (MSFT), (TSLA), (AMZN), (QQQ), (FB)
Let's go! From the start of 2021 until now - some of the best opening salvos from The Disciplined Investor podcasts.
Looking back, there was plenty of interesting items and a few wacky ideas that we covered.
A chronology that ties it all together.
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Stocks mentioned in this episode: (N/A)
Earnings season is around the corner while inflation and supply chain issues are the talk of the town.
A very disturbing headline sighted and
Asking about what shoes will be dropping in China with our Guest – Frank Curzio from Curzio Research.
Frank will answer the question: What is the ONE thing that could crush markets.
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ Check This Out..
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Stocks mentioned in this episode: (FB), (TSM), (GM), (F), (CAT), (X), (RBLX)
Kicking the can down the road - Congress can't get anything done...
Why does this market construct feel so familiar?
Follow the bouncing ball or should we try to resist the temptation?
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Stocks mentioned in this episode: (N/A)
Too Much Woolly Bully in the System.Market React to political games being played and end the month of September in the loss column.
Black Holes – Worse than bubbles popping – let's get into this...
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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Stocks mentioned in this episode: (KSS), (DDS), (SHW), (NKE), (M)
A Game of Chicken in China.
Volatility Smacks into Liquidity
Nike, Fedex, - warnings we don’t want to hear, but something we need to pay attention to.
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Stocks mentioned in this episode: (WMT), (NKE), (BTCUSD), (JPM)
There is the tootsie, the jelly and Now - the market roll – yes, things are getting concerning.
Fed officials owned bonds during crisis – and stocks – now the blow-back is coming.
Our guest today, Noland Langford of Left Brain Research.
Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.
Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.
In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (SPY), (INMD), (QQQ), (@CL), (@NG)
Arcimoto's Mark Frohnmayer is the guest for this week's TDI Podcast.
We spend some time talking about his start in the industry as well as what he sees for the future.
Mark Frohnmayer, Arcimoto President and Founder Mark graduated from UC Berkeley in 1996 with a degree in Electrical Engineering and Computer Science. After 11 years leading advanced technology projects in the game development industry and the sale of his first startup, GarageGames, he turned his energy toward solving the worldwide problem of sustainable transportation. As CEO of Arcimoto, he has led the team from concept and startup in 2007, through eight generations of prototype vehicles and a Nasdaq-listed Regulation A IPO, to a public electric vehicle manufacturing company delivering retail production Fun Utility Vehicles (FUVs). Concurrent with production and delivery of the consumer-focused FUV, Arcimoto is developing their fleet offerings focused on the small form emergency services and rapidly growing last mile delivery vehicle markets.
Frohnmayer founded the Equal Vote Coalition in 2014 and is the co-inventor of the STAR Voting method. He is also the Executive Producer of the Marble It Up game franchise, available on Switch, Steam, and Apple Arcade.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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Stocks mentioned in this episode: (FUV),
Unemployment Report – not so good.
AND – that puts the Fed back in play.
Labor Day Weekend – Back to School in a new world with new ways.
Looking back on interesting times..
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Stocks mentioned in this episode: (AAPL), (GOOGL), (RTY), (SPY), (QQQ), (FB), (MSFT)
Sheer Stupidity – Afghanistan just a terrible mess.
Jackson Hole– Powell Speaks - nothing-burger.
Meme Stocks – Ramping – for what reason?
The Bull / Bear Case explored.
And we have listener questions – one of my favorite questions coming up.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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Stocks mentioned in this episode: (PTON), (JWN), (GOS), (IWM)
Fed taper discussions - 16 mentions in latest minutes. Markets react, but a strange move in bonds told the real story.
A clear assault on capitalism in China - what do you expect from a communist regime?
This week's theme = Follow The Leader.
Sean Brown is the CEO and President of YCharts, an investment research platform that enables smarter investments, better client communications and focuses on helping advisors deliver more value to their own clients. Sean’s passionate about providing advisors with quick access to investment data and modern tools that help them derive and share insights. He believes that advisors require outstanding human support to ensure their success.
In his near 30-year-career, Sean’s focus has been on financial services and software, he’s been an executive at several startups, private equity backed firms, and public companies. A Notre Dame and Stanford University graduate, Sean is a proud father and husband, an avid reader, and college football and Chicago Cubs fan.
YCharts - 15% Discount Only August 2021 - ~Mention The Disciplined Investor ~
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Stocks mentioned in this episode: (BABA), (KWEB), (DIDI), (BIDU)
Crashing consumer confidence - but new market highs, even in Australia.
Living La Vita Covid? We explore the many reasons to cheer the reopening, but is this as good as it gets?
More insights into market disconnects and why indices are at all-time highs.
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Stocks mentioned in this episode:
The short squeeze gang is still around – Robinhood (HOOD) shares fly high.
Mixed news on the economic front – employers starting to lose confidence
Bond yields test the lows, then bounce and we have a great batch of listener questions.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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Stocks mentioned in this episode: (HOOD), (SPY)
Good news, bad new - earnings season provides insights.
Covid worries dominate the tape.
The Fed digs in and stays put.
Thinking hard about complacency levels and what to do now.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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Stocks mentioned in this episode: (DIDI), (FXI), (AMZN), (CROX), (BABA), (SPY), (IWM)
Bezos up in space!
But back home, bond yields keep coming down.
A resurgence of the pandemic trade moves investors to take cover.
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (DAL), (HLT), (SPY), (NCLH)
Smallcaps crushed.
EYE popping Inflation
The Fed is Oblivious - while twisting the story.
Yellen is out there pumping and sellin' - we get to the bottom of what we think is really going to happen with prices.
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YCharts
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AAPL), (NFLX), (SPY), (IWM), (XLF)
What was that? A run on rates?
10-year yield plummets to 1.25% - pulling markets down with it. Looks like too much of a good thing was no good.
New narratives forming – be careful here…
Some important considerations into earnings season.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (SPY), (TLT), (QQQ), (IWM)
Another round of new highs – equity markets are on fire.
June employment report brings both joy and concern - it actually makes sense as we get into it.
But, we have a Goldilocks situation brewing – looking below the surface today.
Plus, an important exercise to help bring you back to center and looking toward your future.
And, of course, a very Happy 4th of July to you and yours!
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Stocks mentioned in this episode: (TLT), (QQQ), (SPY), (EEM)
Walking it back – no surprise here from the Fed - quick game of chicken anyone?
New highs – as rally broadens out, S&P 500 indices compared.
Coins collapse over weekend – where is the bottom?
A quick mid-year update on sectors, regions and indices - looking to confirm the trend.
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Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change.
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (SPY), (QQQ), (IWM), (EEM)
The Fed is More Hawkish – until markets get squirmy of course.
Reverse-Repo Madness – record rate on Thursday
Flattening Yield Curve – what does that mean anyway?
Guest - Steve Sanders, Interactive Brokers, talking about the new crypto offering and industry developments.
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers Group, Inc.
His primary role is to market Interactive Brokers’ technology to the world. After having spent fifteen years at Citibank in such diverse functions as credit & risk management, marketing, financial planning, and product structuring, Steve joined Interactive Brokers in 2001.
Steve earned an MBA in Finance from the University of Chicago and a BS in Accounting and Computer Science from SUNY Albany.
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Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change.
OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world.
Today, you can join OurCrowd’s investment in Zippin — innovating the trillion-dollar retail industry with checkout-free technology. Check it out at http://www.ourcrowd.com/tdi
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (DBC), (QQQ), (DIA), (GLD), (BTCUSD)
Hot inflation causes no angst - markets taking it is stride, for now.
Waiting of the next Fed meeting, rate decision is coming.
And our guest today – Elaine Stokes, EVP and Portfolio Manager at Loomis Sayles.
Elaine M. Stokes - Loomis Sayles
Elaine Stokes is an executive vice president, portfolio manager and co-head of the full discretion team at Loomis, Sayles & Company. She has 33 years of investment industry experience and joined Loomis Sayles in 1988. Elaine is also a member of the firm’s Board of Directors.
Elaine is a co-portfolio manager for the firm’s flagship Loomis Sayles Bond Fund, as well as a variety of mutual fund and institutional strategies, including the Credit Income, Fixed Income, High Income, High Income Opportunities, Institutional High Income, Investment Grade Bond, Investment Grade Fixed Income, Strategic Alpha and Strategic Income funds, and the Loomis Sayles Multisector Full Discretion, Core Plus Full Discretion, High Yield Conservative, High Yield Full Discretion and US High Yield strategies. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets. Elaine has served as a senior fixed income trader and portfolio specialist.
Elaine is co-head and founder of the Loomis Sayles Women at Work Network and is on the executive board for the Strong Women, Strong Girls nonprofit organization. She earned a BS from St. Michael’s College.
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Stocks mentioned in this episode: (TLT), (SPY)
June begins – almost at the ½ way point of the year with a big week of economic reports.
This week, a special guest from Astor Funds on investing with modern economics - Astor Fund's Rob Stein.
Robert Stein - Chief Executive Officer - ASTOR FUNDS
Mr. Robert Stein began his career as a project analyst for the Federal Reserve under former Chairman Paul Volcker and later went on to hold senior trading or portfolio management positions with large money-center Wall Street banks. Returning to Chicago in 1994, he formed Astor Financial, Inc., the parent company of Astor Asset Management LLC (“AAM”) a registered investment adviser and the predecessor firm to Astor Investment Management, LLC. Knight Capital Group (NYSE: KCG) acquired AAM in 2010 and Mr. Stein was appointed to the Executive Committee reporting to the Board of Directors and directly to the Chairman.
In a management restructuring, Mr. Stein re-organized AAM as an independent firm (Astor Investment Management LLC). Mr. Stein is the co-creator of the Astor Economic Index® (AEI), the firm’s proprietary method used to create what we believe is a smoother, more accurate “live read” on the economy. He is also the author of several books, including Inside Greenspan’s Briefcase (McGraw-Hill) and Finding the Bull inside the Bear (John Wiley & Sons). Mr. Stein is the founder of the i-CARE Foundation, an organization that provides an annual grant to Northwestern Hospital to enhance patient experience and is Vice Chairman of the Board of Advisors to GlenKirk, an organization that supports people with special needs. Mr. Stein holds a Bachelor of Science from the University of Michigan.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (AAPL) , (SPY)
How do we dare talk about diversification and compare to a splash of vermouth in a Martini in the same sentence?
Also thinking about a ship at sea heading into a storm, what is the captain to do?
Asking the questions regarding our investments: What if I am Wrong?
Guest Kevin Hoffmann helps us understand more about the potential for a well-diversified portfolio structure.
Kevin Hoffmann is a key member of the Horowitz & Company team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads research, operations and analytics for Horowitz & Company.
While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.
Kevin has been with Horowitz & Company since 2008 and has been central to the development and research within the eNVESTOLOGY, TDI Managed Growth and Global Allocation Strategies.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (AMD), (GOOG), (INTC), (IBM), (AAPL)
Crazy Crytpo Crush!
Taper Talk has entered the building and One last comment on the pied pipers.
Plus - the elephants in the room are getting restless. Let's discuss.
Yes - we mentioned stagflation.... Uh oh...
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OurCrowd’s investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world.
Check it out at http://www.ourcrowd.com/tdi
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (MSTR), (BTCUSD), (ETHUSD)
Tossing Bowling Balls in a Pond.
Inflation spike – Yes, Transitory – we are wondering about that.
Selling pressure gains – but seeing some signs of capitulation.
Plus - what to do when perception becomes a core belief.
Financial advisors – are you looking to add or switch custodians? Switch to the custody solutions that work for you at ibkr.com/RIA Learn More at http://www.ibkr.com/RIA
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (TSLA), (BTCUSD)
The employment situation is healing.
Treasury and the Fed stumbling over themselves regarding inflation and rate increases - then walking it back.
Tech sell-off – thinking about Peak Earnings with our guest today – Frank Curzio – Curzio Research
Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.
Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/
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This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (RICK), (FB), (PLBY), (MUDS), (GOOG), (JETS), (CZR)
The headlines are pouring in - lots of data for investors to sift through.
Earnings, economics, the Fed and a new stimulus package.
We take a hard look at how to position and more importantly, how to protect what you have - a new twist on a well honed strategy.
Savvy investors use Portfolio Analyst to create a consolidated view of their finances and check the health of their complete financial portfolio. Sign up for free at http://www.portfolioanalyst.com
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (BTCUSD), (AAPL), (FB), (MSFT), (AMZN)
Markets zigzagging and sagging on worries of tax hikes - for a day.
Earnings season providing some key insights.
Bitcoin crash – wondering where the bottom is…
And listener questions.
Are you looking for ways to earn extra income? Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/syep
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (BTCUSD), (AAPL), (TLT), (MSFT), (AMZN), (TWTR), (NFLX)
The Meme rush continues this week – DodgeCoin to the moon – and back already.
Economic conditions gaining momentum, but oddly – Bond yields are backing up. Inflation may not be as transitory as we think - time to take a hard look at your portfolio.
Dominic Wells – Founder and CEO of OnFolio.co explains the benefits of investing in online companies and how to profit from them.
Guest, Dominic Wells is an industry thought leader, international speaker, and 7-figure portfolio business owner, Dom has been buying and growing online businesses since 2014.
He has been featured in Entrepreneur, Mixergy, and countless other publications and podcasts.
Dom is the founder and CEO of OnFlolio - https://onfolio.co/
OnFolio acquires and manages a diversified portfolio of online businesses across a broad range of verticals, each with a niche content focus.
Vetting online businesses is second nature for us. We buy businesses that balance consistency, safety, and opportunity for growth, so then our expert team can fix what isn’t working, and accelerate what is. In doing this, we have continued to grow steadily. Follow @TeamOnFolio
With diversified holdings and years of experience, OnFolio is able to remove most of the risk normally associated with online business investing. We focus on acquiring established and profitable businesses we can leverage with our sales and marketing expertise.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (BTCUSD), (QQQ), (TLT), (SPY)
Massive money flows into equity funds, but volume this week – lowest days of the year.
And, we are talking about financial goals and milestones.
You want financial independence but confused where to start? We got you covered in this week's episode.
Take the Bond Challenge by using the free Interactive Brokers Bond Search Tool Learn More at http://www.ibkr.com/bonds
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This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (SPY), (TLT)
Learn from the best in the biz. This week's guest, Jack Schwager gives us a peek into the world and habits of the most successful traders.
Plenty to like in the markets as the the world is slowly reopening and the economic backdrop is strengthening. But there are some warnings signs emerging.
Looking at the blowout employment report and what that could mean for interest rates and markets.
Plus: What to do with that misplaced FOMO? We get into it...
Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities.
Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020), Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series.
Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/funds
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (ARKK), (TSLA), (TLT)
Friday was best final hour surge for the markets in months and months.
Yields take a breather as end of quarter rotation benefits fixed income.
It is a celebration of our 14 year anniversary show – our good friend; Vitaly Katsenelson and bringing back the first guest we ever had on the show.
Born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.
His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.
He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.
He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk
Plus, a surprise visit from the first-ever guest on The Disciplined Investor Podcast, Mr. Brian Freeman. Brian is now retired after almost 50 years of broadcasting experience across various states and networks around the country. In this episode, we catch up with him to see how media has evolved over the years and his thoughts on being the first guest for this legendary podcast.
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: -
We have spiking rates, inflation Fears and volatile markets - Not the market for the weak handed.
Guest today- John Bartleman– President of Tradestation, discussing new crypto initiatives and new models for brokerage and trading.
Plus - a dive into the reasons why rates are trending higher and what may be the next leg for this move.
John Bartleman serves as President of TradeStation Group, Inc. and is a member of its Board of Directors. Prior to those roles Mr. Bartleman served as Vice President of Brokerage Operations and Chief Growth Officer of TradeStation Group and Vice President of Product Management of TradeStation Securities.
Prior to joining TradeStation, Mr. Bartleman was a Research Systems Analyst for Franklin Templeton Investments.
Mr. Bartleman received his bachelor's degree in International Relations and Political Science from Florida International University and a master’s degree in Business Administration from Nova Southeastern University in Fort Lauderdale, Florida. Check out Tradestation Follow @tradestation
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Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (BTCUSD), (ETHUSD), (USDC)
Massive bounce for markets – DJIA and Small-Caps rip higher. Correlations high for key rates and equities.
Its official – another $1.9 trillion stimulus has been signed into law – more on the way it seems.
Talking about farmland investing with our guest, Farm Together with Artem Millinchuk, Founder and CEO of Farmtogether.
PLUS - learning about averaging down during extreme volatility.
Artem Millinchuk has over 11 years of finance experience in food, agriculture, and farmland. Prior to founding FarmTogether, Artem was employee #1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for? buying and selling? produce. He previously worked at Ontario Teachers' Pension Plan, Sprott Resource Holdings, E&Y and PwC. More on FarmTogether Artem holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Follow @FarmTogetherhq
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This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (ARKK), (TSLA), (QQQ), (IWM), (DIA), (DXY), (TLT)
And just like that – things change – or do they?
Hearing a loud crunching sound as high beta stocks are put through the grinder.
Gut check time as key rates continue to move higher.
We are in the midst of tax season and there are plenty of questions to get answered with out guest, tax expert and noted author - Dan Pilla, CPA.
Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”
Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved.
As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan's Website Follow @danieljpilla
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Interactive Brokers’ Mutual Funds Marketplace provides low-cost access to more than 40,000 mutual funds, including 36,000 no-load funds and 8,300 no transaction fee funds. Learn More at http://www.ibkr.com/funds
OurCrowd’s investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world.
Today, you can join OurCrowd’s Investment in Nexa3D, a 3D manufacturing innovator that’s shaping the future of a projected one-hundred-and-fifty-billion-dollar market. Check it out at http://www.ourcrowd.com/tdi
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (ARKK), (TSLA), (QQQ), (IWM)
Markets Do a double take as rates spike on inflation fears
The MOMO stocks take a beating, the Meme Stocks take off – then fizzle.
Guest – Dr. Stephen Leeb – Author of China’s Rise And The New Age Of Gold
Stephen Leeb (www.stephenleeb.com) is the author of China’s Rise And The New Age Of Gold: How Investors Can Profit From a Changing World and editor of the award-winning publication, The Complete Investor. The author of eight previous books, Leeb is known for his prescience in uncovering overlooked trends and explaining what they mean for investors, often going against conventional wisdom. He predicted the bull market that started in the 1980s in his book Getting in on the Ground Floor; foresaw the tech stock crash in Defying the Market: Profiting in the Turbulent Post-Technology Market Boom; and forecasted the 2008 subprime mortgage crisis in his New York Times bestseller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel, co-authored with Glen Strathy. Leeb is a graduate of the University of Pennsylvania’s Wharton School of Business and holds a Ph.D in psychology and master’s in mathematics from the University of Illinois. He’s a frequent guest on national financial shows and a speaker at major conferences. Follow @dr_leeb
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Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/SYEP
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (GLD), (SLV) , (BTCUSD), (AKRK)