The Disciplined Investor
Andrew Horowitz - Host
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The TDI Podcast - Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. Recent guests have included: Andrew Ross Sorkin, Keith McCullough and Adam Curry, Tom McClellan, Frank Curzio along with other great authors and strategists....
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1 day ago
TDI Podcast: Yentervention (#835)
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 Tastylive
Check 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 @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (YEN), (JPY), (TSLA), (AAPL), (SPY)
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Sep 17, 2023
TDI Podcast: Energy Transitions (#834)
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 podcast
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.
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: (Oil), (SPY), (QQQ), (RWN), (URA), (URNM)
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Sep 10, 2023
TDI Podcast: Dow Theory and Trends (#833)
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/
Follow @andrewhorowitz
Stocks mentioned in this episode: (QQQ), (SPY), (RSP), (DIA)
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Sep 3, 2023
TDI Podcast: Cyber Trading U (#832)
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)
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Aug 27, 2023
TDI Podcast: Bad IRA Advice (#831)
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.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SPY), (TSLA), (DKS), (M)
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Aug 20, 2023
TDI Podcast: The Ozempic Economy (#830)
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.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (SPY), (AAPL)
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Aug 13, 2023
TDI Podcast: Silver Linings (#829)
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)
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Aug 6, 2023
TDI Podcast: Navigating Discipline (#828)
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/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AMD), (TUP), (YELL)
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Jul 30, 2023
TDI Podcast: Silent Barks (#827)
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
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (GLD), (USO), (AAPL), (QQQ)
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Jul 23, 2023
TDI Podcast: Tech Washing (#826)
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.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AAPL), (MSFT), (NFLX), (TSLA), (SCHWB), (BAC), (JPM)
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Jul 16, 2023
TDI Podcast: A High Bar (#825)
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
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AAPL), (JPM), (BAC), (NFLX), (SPY)
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Jul 9, 2023
TDI Podcast: ReZ-ILL-Yence (#824)
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.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AAPL), (JPM)
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Jul 2, 2023
TDI Podcast: Ignore It All (#823)
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.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (SPY), (QQQ)
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Jun 26, 2023
TDI Podcast: Seasonality with Curzio (#822)
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 featu…
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Jun 18, 2023
TDI Podcast: Checkmate (#821)
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/
Follow @andrewhorowitz
Stocks mentioned in this episode: (GNRC), (AI), (JPM), (NYCB)
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Jun 11, 2023
TDI Podcast: SKIP, Recession, Pause (#820)
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.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AAPL), (OIL), (AMD), (NVDA)
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Jun 4, 2023
TDI Podcast: Foggy TARA (#819)
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 join…
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May 28, 2023
TDI Podcast: Really Local Banking (#818)
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
Check this out and find out mor…
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May 21, 2023
TDI Podcast: Dunning Kruger Effect (#817)
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 “…
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May 14, 2023
TDI Podcast: Crisis of Confidence (#816)
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 t…
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May 7, 2023
TDI Podcast: Revenge Investing (#815)
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…
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Apr 30, 2023
TDI Podcast: The Cycle Is The Cycle (#814)
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.
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: (AMZN), (FRC), (META, (MSFT)
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Apr 23, 2023
TDI Podcast: Tough Questions (#813)
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.
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: (MCD), (NFLX), (TSLA), (LEN), (DHI), (IBKR)
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Apr 16, 2023
TDI Podcast: Flood of Information (#812)
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.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…
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Apr 9, 2023
TDI Podcast: BackForward (#811)
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...
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)
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Apr 2, 2023
TDI Podcast: Booth on Resiliency (#810)
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…
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Mar 26, 2023
TDI Podcast: Monopoly IRL (#809)
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.
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: (DB), (CS), (GLD), SLV), (BAC), (JPM)
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Mar 19, 2023
TDI Podcast: Open Book with Scaramucci (#808)
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…
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Mar 12, 2023
TDI Podcast: Sailing Away with Tech Tidbits (#807)
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.
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: (META), (AAPL), (GOOG), (RBLX), AMZN)
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Mar 5, 2023
TDI Podcast: FinLit Month Comes Early (#806)
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 ove…
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Feb 26, 2023
TDI Podcast: TINA is Dead (#805)
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.
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), (HD), (W), (M), (DDS), (ETSY)
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Feb 19, 2023
TDI Podcast: VWAP Shannon On The Anchor (#804)
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,…
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Feb 12, 2023
TDI Podcast: Catnip for Investors (#803)
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.
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: (BBBY), (MSFT), (BIDU), (AI)
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Feb 5, 2023
TDI Podcast: Peak Clean Energy Theory (#802)
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…
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Jan 29, 2023
TDI Podcast: ShadowStats and Eco Manipulation (#801)
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 o…
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Jan 22, 2023
TDI Podcast: Tech Talk with Curzio (#800)
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.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…
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Jan 15, 2023
TDI Podcast: It’s Simple Math (#799)
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 currentl…
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Jan 8, 2023
TDI Podcast: Looking Back Ahead (#798)
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/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (SPY), (QQQ)
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Jan 1, 2023
TDI Podcast: 2022 Parade Of Guests (#797)
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.
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (SPY), (QQQ)
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Dec 25, 2022
TDI Podcast: Kanikama – Surimi Investments (#796)
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!
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (SPY), (QQQ)
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Dec 18, 2022
TDI Podcast: Action Plan (#795)
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/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (SPY), (QQQ)
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Dec 11, 2022
TDI Podcast: Bonds are Cool Again (#794)
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 Acc…
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Dec 4, 2022
TDI Podcast: Hunting for the Magic Money Machine (#793)
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)…
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Nov 27, 2022
TDI Podcast: Storm of Miserables (#792)
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 r…
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Nov 20, 2022
TDI Podcast: Kids Playing With Matches (#791)
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/
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: (WMT), (TGT), (AAPL), (COIN), (BTCUSD), (M), (KSS)
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Nov 13, 2022
TDI Podcast: House of Coins (#790)
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 ....
Find Out More At: http://www.interactivebrokers.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/
Stocks mentioned in this episode: (LYFT), (AAPL), (UBER), (BTCUSD), (ETHUSD)
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Nov 6, 2022
TDI Podcast: Crash Landing with Curzio (#789)
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 nume…
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Oct 29, 2022
TDI Podcast: Value Proposition (#788)
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)
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Oct 23, 2022
TDI Podcast: The Roots are Solid (#787)
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)
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Oct 16, 2022
TDI Podcast: Danielle DiMartino Booth (#786)
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 fr…
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