Shows
The Disciplined InvestorTDI Podcasts: The Mosh Pit (#936)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)
Follow @andrewhorowitz
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...
2025-08-311h 13The Disciplined Investor PodcastTDI Podcasts: The Mosh Pit (#936)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)
Follow @andrewhorowitz
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...
2025-08-311h 13The Disciplined Investor PodcastTDI Podcast: The Digestion Phase (#935)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!
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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 hi...
2025-08-2459 minThe Disciplined Investor PodcastTDI Podcast: Opportunities Within Chaos (#934)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...
2025-08-1758 minThe Disciplined Investor PodcastTDI Podcast: The New Market Mantra (#933)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 accura...
2025-08-101h 04The Disciplined Investor PodcastTDI Podcast: Telemetry Hedging (#932)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.
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Stay Updated
Thomas Thornton is a former portfolio manager, senior trader, and techn
2025-08-031h 06The Disciplined Investor PodcastTDI Podcast: Quantum Leaps with Rogers (#931)The first time in history this is happening in India
What is Jim Buying?
A restraint of trade and why commodity prices are cheap
Looking to learn from one of the greats – GOAT!
This episode’s guest: Jim Rogers – The Investment Biker
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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...
2025-07-2752 minThe Disciplined Investor PodcastTDI Podcast: ParaSocial Scaramucci (#930)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.
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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.
Pri...
2025-07-201h 02The Disciplined Investor PodcastTDI Podcast: Winning Options (#929)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.
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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 certa...
2025-07-1355 minThe Disciplined InvestorTDI Podcast: Industrial Digitization (#928)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 +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest.
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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 w...
2025-07-061h 00The Disciplined Investor PodcastTDI Podcast: Industrial Digitization (#928)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 +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
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 w...
2025-07-061h 00The Disciplined InvestorTDI Podcast: Options for Numb Zone (#927)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 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...
2025-06-291h 01The Disciplined Investor PodcastTDI Podcast: Options for Numb Zone (#927)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 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...
2025-06-291h 01The Disciplined Investor PodcastTDI Podcast: Breaking NEWS (#926)The Presidential Cycle and the sectors that may benefit.
Taking a look at the Longevity Paradox
Tariffs 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...
2025-06-221h 03The Disciplined Investor PodcastTDI Podcast: Sharpen the Saw (#925)AI is coming to finance with some major Shifts to the investment landscape
Sumo 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 20...
2025-06-1549 minThe Disciplined InvestorTDI Podcast: Skin In The Game (#924)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.
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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank 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 wel...
2025-06-081h 01The Disciplined Investor PodcastTDI Podcast: Skin In The Game (#924)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 NOTES
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank 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 wel...
2025-06-081h 01The Disciplined Investor PodcastTDI Podcast: How Not To Invest (#923)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 ove...
2025-06-011h 24The Disciplined Investor PodcastTDI Podcast: A Familiar Feeling (#922)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
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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 serie...
2025-05-251h 03The Disciplined Investor PodcastTDI Podcast: Consistency Pays (#921)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 Mark...
2025-05-181h 01The Disciplined Investor PodcastTDI Podcast: AI Unplugged (#920)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 leader...
2025-05-111h 04The Disciplined Investor PodcastTDI Podcast: Audit Defense (#919)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 over
This 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 o...
2025-05-041h 04The Disciplined Investor PodcastTDI Podcast: What Comes Next (#918)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 ha...
2025-04-271h 06The Disciplined Investor PodcastTDI Podcast: Dressing it Up (#917)Tariff Turmoil – not getting much better
Stock Market Chaos – Uncertainty reigns
Recession Alarm – Is this a ticking time bomb?
And our guest – Brian Dress from Left Brain Wealth Management
NEW! 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 a...
2025-04-2056 minThe Disciplined Investor PodcastTDI Podcast: Urgent Market Signals (#916)It only took one week – Tariffs on – Tariffs off again
Huge rally – seemed to give institutions to lighten up
Damaging policies with long term impacts
Some thoughts on emotions and markets
And 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, MarketW...
2025-04-131h 08The Disciplined Investor PodcastTDI Podcast: 10 Trading Rules (#915)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 programmin...
2025-04-0656 minThe Disciplined Investor PodcastTDI Podcast: All Tariffs All the Time (#914)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 journa...
2025-03-301h 04The Disciplined InvestorTDI Podcast: Big Cleansing Breath (#913)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 bridgi...
2025-03-231h 02The Disciplined Investor PodcastTDI Podcast: Big Cleansing Breath (#913)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 bridgi...
2025-03-231h 02The Disciplined Investor PodcastTDI Podcast: Falling off K2 (#912)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 financi...
2025-03-1653 minThe Disciplined InvestorTDI Podcast: Falling off K2 (#912)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 financi...
2025-03-1653 minThe Disciplined InvestorTDI Podcast: Psychological Overload (#911)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 Weal...
2025-03-0948 minThe Disciplined Investor PodcastTDI Podcast: Psychological Overload (#911)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 Weal...
2025-03-0948 minThe Disciplined InvestorTDI Podcast: Survival is Key (#910)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 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...
2025-03-0257 minThe Disciplined Investor PodcastTDI Podcast: Survival is Key (#910)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 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...
2025-03-0257 minThe Disciplined Investor PodcastTDI Podcast: Self-Licking Lollipops (#909)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 @andrewhorowitz
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...
2025-02-2354 minThe Disciplined InvestorTDI Podcast: Self-Licking Lollipops (#909)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 @andrewhorowitz
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...
2025-02-2354 minThe Disciplined Investor PodcastTDI Podcast: Pork Chop Speculators (#908)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 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 Te...
2025-02-1655 minThe Disciplined InvestorTDI Podcast: Pork Chop Speculators (#908)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 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 Te...
2025-02-1655 minThe Disciplined Investor PodcastTDI Podcast: The Tariff Kid (#907)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...
2025-02-0958 minThe Disciplined InvestorTDI Podcast: The Tariff Kid (#907)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...
2025-02-0958 minThe Disciplined Investor PodcastTDI Podcast: Carson Block Rocks! (#906)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...
2025-02-021h 05The Disciplined InvestorTDI Podcast: Carson Block Rocks! (#906)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...
2025-02-021h 05The Disciplined Investor PodcastTDI Podcast: $Degenerates$ (#905)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 s...
2025-01-261h 03The Disciplined InvestorTDI Podcast: $Degenerates$ (#905)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 s...
2025-01-261h 03The Disciplined InvestorTDI Podcast: Its Money Time! (#904)A CPI print driven rally
Rebalancing Investment Portfolios and Risk
Autonomous Driving's Impact on Society
Guest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead
NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)
Ryan Zabrowski, CFP, MSF
Having 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 economi...
2025-01-1955 minThe Disciplined Investor PodcastTDI Podcast: Its Money Time! (#904)A CPI print driven rally
Rebalancing Investment Portfolios and Risk
Autonomous Driving's Impact on Society
Guest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead
NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)
Ryan Zabrowski, CFP, MSF
Having 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 economi...
2025-01-1955 minThe Disciplined Investor PodcastTDI Podcast: Crypto Tax Loopholes (#903)Volatility sparking up
No rate cuts until maybe June now
Inauguration 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 F...
2025-01-1258 minThe Disciplined InvestorTDI Podcast: Crypto Tax Loopholes (#903)Volatility sparking up
No rate cuts until maybe June now
Inauguration 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 F...
2025-01-1258 minThe Disciplined InvestorTDI Podcast: Parade of Guests (#902)Ringing in the new year
Looking back to look ahead
It’s that time - the Parade of Guests of 2024
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: (SPY), (RDTI), (NVDA), (TOST), (QQQ)
2025-01-051h 00The Disciplined Investor PodcastTDI Podcast: Parade of Guests (#902)Ringing in the new year
Looking back to look ahead
It’s that time - the Parade of Guests of 2024
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: (SPY), (RDTI), (NVDA), (TOST), (QQQ)
2025-01-051h 00The Disciplined InvestorTDI Podcast: Become a Market Wizard (#901)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 2025
Inspired 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 s...
2024-12-2948 minThe Disciplined Investor PodcastTDI Podcast: Become a Market Wizard (#901)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 2025
Inspired 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 s...
2024-12-2948 minThe Disciplined InvestorTDI Podcast: Market Psych with Shannon (#900)Ooops, he did it again...
The Fed cuts rates – but rates rise
The VIX skyrockets – what is that telling us?
DJIA does something it hasn’t done since 1974
Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
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...
2024-12-2258 minThe Disciplined Investor PodcastTDI Podcast: Market Psych with Shannon (#900)Ooops, he did it again...
The Fed cuts rates – but rates rise
The VIX skyrockets – what is that telling us?
DJIA does something it hasn’t done since 1974
Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
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...
2024-12-2258 minThe Disciplined Investor PodcastTDI Podcast: Binary Outcomes (#899)Outlook for options trading
The landscape for trading worldwide amongst political and economic uncertainty globally
The growth of prediction markets and demand for election contracts
New budgeting tool
Update 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 instit...
2024-12-1556 minThe Disciplined InvestorTDI Podcast: Binary Outcomes (#899)Outlook for options trading
The landscape for trading worldwide amongst political and economic uncertainty globally
The growth of prediction markets and demand for election contracts
New budgeting tool
Update 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 instit...
2024-12-1556 min
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: A 'boring' sector with an exciting tailwindIn this episode: Welcome, Andrew Horowitz, president of Horowitz & Co. [0:30] This powerful psychological motivator is driving the market [4:12] Why Andrew is fed up with the Fed [7:30] Tariffs are inflationary [9:00] Does Jerome Powell deserve any credit? [11:00] Why interest rates are poised to rise [15:40] Don't bet against the consumer [20:10] Not all analysts are created equal [22:35] This "boring" sector has an exciting tailwind [28:35] The big winners of 2024 [32:20] Crocs, Nike, or both? [38:20] Check out the Disciplined Investor podcast [43:22] This episode sponsored by Bridge Tower Group: https://bridgetowerinvest.com/?utm_source=podcast&utm_campaign=bt-invest Did you like this episode? Get more Wall Street Unplugged...
2024-12-1147 minThe Disciplined InvestorTDI Podcast: The Robots are Coming (#898)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 NOTES
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...
2024-12-0857 minThe Disciplined Investor PodcastTDI Podcast: The Robots are Coming (#898)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 NOTES
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...
2024-12-0857 minThe Disciplined InvestorTDI Podcast: Fiscal Sisyphus (#897)Tech off track for the week
Bitcoin 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 m...
2024-12-0155 minThe Disciplined Investor PodcastTDI Podcast: Fiscal Sisyphus (#897)Tech off track for the week
Bitcoin 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 m...
2024-12-0155 minThe Disciplined InvestorTDI Podcast: Best Opps for 2025 (#896)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 NOTES
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank 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 w...
2024-11-2457 minThe Disciplined Investor PodcastTDI Podcast: Best Opps for 2025 (#896)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 NOTES
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank 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 w...
2024-11-2457 minThe Disciplined InvestorTDI Podcast: The Accommodation Loser (#895)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 NOTES
Kerry 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 dis...
2024-11-1746 minThe Disciplined Investor PodcastTDI Podcast: The Accommodation Loser (#895)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 NOTES
Kerry 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 dis...
2024-11-1746 minThe Disciplined InvestorTDI Podcast: The Big 3 E’s (#894)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
T...
2024-11-1052 minThe Disciplined Investor PodcastTDI Podcast: The Big 3 E’s (#894)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
T...
2024-11-1052 minThe Disciplined Investor PodcastTDI Podcast: Fallacy of Composition (#893)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 Pr...
2024-11-031h 10The Disciplined InvestorTDI Podcast: Fallacy of Composition (#893)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 Pr...
2024-11-031h 10The Disciplined InvestorTDI Podcast: Inflation Realities (#892)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 re...
2024-10-2745 minThe Disciplined Investor PodcastTDI Podcast: Inflation Realities (#892)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 re...
2024-10-2745 minThe Disciplined InvestorTDI Podcast: A Taxing Development (#891)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 persona...
2024-10-2054 minThe Disciplined Investor PodcastTDI Podcast: A Taxing Development (#891)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 persona...
2024-10-2054 minThe Disciplined InvestorTDI Podcast: THE Briefing (#890)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 Busine...
2024-10-1358 minThe Disciplined Investor PodcastTDI Podcast: THE Briefing (#890)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 Busine...
2024-10-1358 minThe Disciplined InvestorTDI Podcast: Bearishness Reasoned (#889)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 wri...
2024-10-0649 minThe Disciplined Investor PodcastTDI Podcast: Bearishness Reasoned (#889)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 wri...
2024-10-0649 minThe Disciplined InvestorTDI Podcast: Bullish Theory (#888)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...
2024-09-2947 minThe Disciplined Investor PodcastTDI Podcast: Bullish Theory (#888)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...
2024-09-2947 minThe Disciplined InvestorTDI Podcast: Mega Features (#887)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 t...
2024-09-2253 minThe Disciplined Investor PodcastTDI Podcast: Mega Features (#887)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 t...
2024-09-2253 minWall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Will the Fed really cut rates this fall?In this episode: Welcome Andrew Horowitz of The Disciplined Investor [1:34] Why Andrew isn’t sold on a September rate cut [4:43] A look at the crazy housing market [7:44] What’s behind the rally in small caps [20:58] A Trump presidency will impact these sectors the most [26:04] The CrowdStrike debacle is raising big questions for Big Tech [41:16] Two stocks set to thrive regardless of the election outcome [44:34] Join us for Crypto 2024: 5 Critical Catalysts [104:40] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research...
2024-07-241h 16
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Bull Market EuphoriaLongtime friend, Andrew Horowitz, and I were talking on the phone the other day… Apart from catching up as close friends, we dove into some interesting talks about today's economy… I mean, how could we not? Oil and financials are rolling over, wage growth & home-sales are weakening, auto sales are down, commercial real-estate… yikes. And, on the other hand, you have only a select group of stocks (FANG) that’s really pushing this market… all while the “investor fear gauge” known as the VIX is sitting below 10. Basically, we're seeing correlations we've never seen before... intertwined with market highs that have never been rea...
2017-06-071h 04
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Two "No-Brainer" Stocks to Short Right NowWelcome back to another episode of Wall Street Unplugged! This week I’m joined by longtime friend, Andrew Horowitz. Andrew is the host of the financial podcast – The Disciplined Investor. He is also the CEO and Founder of Horowitz & Company. To start off the interview, Andrew and I talk about the #1 catalyst in the markets right now… We’re talking politics. As Andrew says, “everything the governments talk about, the markets hang their hats on.” And he couldn’t be more spot on. The stock market just had it’s worst week since the election after Donald Trump failed to rally support for...
2017-03-291h 04Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Stay one step ahead of the Trump jumpHappy Thanksgiving! Welcome back to another episode of Wall Street Unplugged. On today’s episode I’m joined by good friend, Andrew Horowitz – Founder and CEO of Horowitz and Company. The anticipation of new policies are causing massive market swings – but how long will this trend last? To start off the episode, Andrew highlights several grossly, over-anticipated sectors. As the market is coming off record highs, Andrew explains why our portfolios are at even greater risk. Recent trends are far from the truth. Tune in as Andrew and I discuss what an inevitable high interest rate environment means for certain sectors...
2016-11-231h 04
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz - Total Brain DumpAndrew Horowitz is on fire today. Andrew is a regular guest but today's show is one of his best. Make sure to listen to the entire episode.
2016-07-281h 00
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz - Bear Market OpportunitiesAndrew Horowitz, founder & president of Horowitz & Co, shows investors how to protect their portfolios during extreme volatile times. Andrew also shares his favorite stocks to buy following the 10% pullback in the markets and which sectors you should continue to avoid.
Frank then breaks down the collapse in oil prices. He explains why there will be much more pain ahead for this sector in 2016. He also highlights how other sectors - including banks and real estate - will be negatively impacted by the huge correction in the oil markets.
2016-01-201h 08
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz - The Fed WILL Raise Rates in Dec. What does that Mean For You?Andrew Horowitz, Founder and CEO of Horowitz and Company, highlights
why he believes the Fed will raise rates in December but then they should “just shut up.”
Europe’s monetary policy isn’t working and China’s still a mess yet The Fed. believes they are in charge and that they can manipulate anything.
Andrew also provides a game plan for investors. He breaks down the changes in the retail sector. He says it’s moving more and more online. It’s just too convenient not to shop that way.
Andrew talks about Facebook, Twitter and Netflix. He explains why investors shoul...
2015-11-2451 min
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz - How Far Will Stocks Fall?Andrew Horowitz, Founder and CEO of Horowitz and Company, highlights several market risks that could send stocks lower in the short-term. Specifically, he believes the slowdown in China will continue to negatively impact commodities - and earnings estimates for S&P 500 companies are still too aggressive.
Andrew also provides a game plan for investors. He breaks down his favorite names in the biotech, technology and energy sectors. He suggests investors buy these names on a further pullback.
Finally, Andrew talks about key technical terms including death cross, golden cross and simple moving day averages. He explains why investors should be mindf...
2015-09-301h 02
Wall Street Unplugged - What's Really Moving These MarketsMuch More Pain Ahead for China with Andrew HorowitzThis week, Andrew Horowitz, Host of The Disciplined Investor, is just back from a trip to the real China and tells Frank that he sees real trouble ahead.
It’s impossible to predict where China’s headed because you can’t believe any of the news they release but Andrew says what he saw points towards trouble ahead.
Ghost town after ghost town…
You'll hear him explain to our listeners why investors should be cautious over the next few months as its getting harder and harder to find any stocks to recommend.
Plus, don't miss out on this... Andrew shares a few st...
2015-07-3053 minWall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz says it's Time To Be Cautious, podcast host, money manager and author, joins Frank on Wall Street Unplugged to talk about the markets, economy and new ideas. He says investors should be cautious buying stocks as earnings growth is starting to slow. He also shares his favorite areas to put cash as interest rates rise.
Andrew then recommends his favorite ideas including oil services stocks, resource stocks and one under-the radar transportation name that's about to see a surge in business. Andrew also talks about areas to avoid including several social media names, a new burger company that just became public and one country that will see...
2015-05-061h 07Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz UnpluggedAndrew Horowitz, founder of Horowitz & Company and The Disciplined Investor, talks about the negative implications of bailing out Greece, why taxing offshore assets will never happen, and why it's time to buy select oil stocks. Andrew also shares his favorite stocks to buy and one popular company he's looking to short.
Frank then shows you how to buy stocks like Netflix, Apple and Celgene early in their growth phase. These stocks traded at expensive valuations 10-years ago. That's why most value investors ignored them. Today, these companies are industry leaders. They also provided early investors with life-changing returns.
In this classic...
2015-02-041h 09
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Can We Rally From Here?This week, Andrew Horowitz, Host of The Disciplined Investor, joins Frank Curzio on Wall Street Unplugged to comment on the markets, breakdown recent earnings and how to short stocks.
Plus, Frank breaks down some of stocks he’s currently interested in and gives you his best ideas.
2014-11-2754 minWall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz Says: Take Some Money off the TableThis week, Andrew Horowitz, Host of The Disciplined Investor, joins S&A Investor Radio to comment on the market correction that everyone is predicting.Is it possible to predict where the markets are headed? Find out what Andrew has to say about the many experts who continue to make these market forecasts.You'll hear him explain to our listeners why investors should be cautious over the next few months and what risks are involved with investing in China and Europe.And why are biotechs and gold good investments... you'll get all the details here.Plus, don't miss out on this...
2014-08-0748 minWall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Why You Need To Stop Listening To IdiotsThis week, Frank sits down with Andrew Horowitz, host of the Disciplined Investor Podcast to talk about the truth of today's economy.In this no-holds-barred, unedited podcast, they point out exactly what's wrong with today's stock market. They also call out some of the best-known analysts in the media. These are the "experts" who are making a fortune – despite having been 100% wrong on their market predictions during the past 5 years. And…one major technology CEO is promising growth but is that the truth?Frank and Andrew talk about the company's recent earnings report and how it is experiencing its lowest grow...
2014-05-141h 00
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Why Natural Gas Prices Are About to PlungeThis week, Andrew Horowitz, President and Founder of Horowitz & Company, joins S&A Investor Radio.They cover topics like Facebook, Apple, natural gas, and the bull market that nobody believes in... Find out why Andrew says investors should be shorting natural gas right now.Is now the time to buy into emerging markets? You'll hear Andrew talk about opportunities in emerging markets like Brazil and China. And he recommends his favorite stocks to buy – and one popular social-media company to short.Plus, Frank shares his favorite large-cap stocks.
2014-02-2656 min
Wall Street Unplugged - What's Really Moving These MarketsCurzio's Predictions for 2014This week, our show is a little different. It's a special year-end podcast where Frank Curzio was recently interviewed by Andrew Horowitz, the President and Founder of Horowitz & Company, a Registered Investment Advisor.
2013-12-301h 01
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Why Stocks Won't PullbackThis week, Andrew Horowitz, President and founder of Horowitz and Co. joins S&A Investor Radio and explains why the Federal Reserve will Keep a floor under the stock market.
2013-11-2046 min
Wall Street Unplugged - What's Really Moving These MarketsAndrew Horowitz: Short-Term Correction ComingOn this week’s show, I interview Andrew Horowitz, host of the Disciplined Investor podcast.
2013-08-281h 10