TDI - Podcast Details

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The 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. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certa...2025-07-1355 min

The 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 00

The 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 01

The 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 04

The 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 04

The 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 min

The 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 min

The 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 02

Suits and Boots | The Sustainable Business PodcastThe EU Omnibus Package | Why Sustainability Still MattersIn this episode, TDi's CEO Assheton Stewart Carter talks to international negotiator Peter Handley and TDi's Jeannette Greven about the omnibus package of regulatory amendments recently published by the EU Commission. The talking points include:Why the changes proposed in the omnibus package are being madeWhat this means for businesses of different sizes and what companies both in scope and out of scope should do next to identify and manage supply chain riskWhether the omnibus package marks the end of the Brussels Effect and what it means for the European Green Deal as a wholeWhat this means in...2025-03-1833 min

The 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 min

Suits and Boots | The Sustainable Business PodcastThe EU Conflict Minerals Regulation | Findings from the first reviewJeanette Greven, Senior Sustainability Consultant at TDi, joins Sarah Wilkinson, TDi's Marketing Manager to discuss TDi’s contribution to, and findings from, the first review of the EU Conflict Minerals Regulation (CMR), which was adopted in September 2024. The review was led by the TDi Sustainability team, and Sarah and Jeannette discuss the review methodology, the shortcomings identified by the team and some recommendations for how these could be addressed. Jeannette also examines practical steps that companies can take to ensure that they're complying with the Conflict Minerals Regulation, and looks at how the CMR fits in with oth...2025-03-1314 min

The 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 min

The 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 min

The 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 min

EndpointsThe Power of Big Data in ALS: Dr. Danielle BoyceToday on Endpoints, Dr. Danielle Boyce joins us to explore how data science is transforming our understanding of ALS and why the ALS Research Collaborative (ARC) Study presents an exciting opportunity for research. As ALS TDI’s Principal Investigator for Real-World Evidence, Dr. Boyce brings extensive expertise in analyzing big data to uncover key insights about ALS. Her work focuses on harnessing the vast amount of information collected through ALS TDI’s ARC Study, turning data into discoveries that could drive ALS research forward.Support the show: https://www.als.net/donate/See omnystudi...2025-02-2024 min

The 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 min

The 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 min

The 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 min

The 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 05

The 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 05

The 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 03

The 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 03

Suits and Boots | The Sustainable Business PodcastPrioritising Health and Safety | Mining Indaba Insights 2025In this episode, TDi's CEO Assheton Stewart Carter talks to four representatives from different parts of the mining industry, who will all be speaking at the 2025 Mining Indaba in Cape Town, on prioritising health and safety.The panelists are:Dr Thuthula Balfour, Head – Health and the Lead on Women in Mining, Minerals Council, South AfricaGeorgette Barnes Sakyi-Addo, President, Women in Mining, GhanaPaule France Ndessomin, Regional Secretary, IndustriALL Global UnionPenny Munkawa , Occupational Health and Safety Specialist, International Labour Organisation (ILO)The sp...2025-01-2255 min

Suits and Boots | The Sustainable Business PodcastIndustrialising Africa | Mining Indaba Insights 2025In this episode, TDi Responsible Mining Specialist, Elizabeth Arnott, talks to three representatives from different parts of the mining industry, who will all be speaking at the 2025 Mining Indaba in Cape Town, on one of the event's key themes: Industrialising Africa. The panelists are:Darias Jonker – Head of Government and International Relations, Americas, Anglo AmericanDr Aditya Ramji – Director, Global South Centre for Clean Transportation – University of California, DavisAna Hajduka – CEO and Founder, Africa GreenCoThe speakers discuss Africa’s infrastructure potential, how to develop st...2025-01-2143 min

The 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 min

The 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 min

Suits and Boots | The Sustainable Business PodcastFuture-proofing African Mining Communities | Mining Indaba Insights 2025In this episode, TDi's CEO Assheton Stewart Carter talks to three representatives from different parts of the mining industry, who will all be speaking at the 2025 Mining Indaba in Cape Town, on future-proofing African mining communities.The panelists are:Marna Cloete, President and CEO of Ivanhoe Mines Glen Mpufane, Mining Director at IndustriALL Global UnionDavid Sturmes, Co-founder and Director of Partnerships and Innovations at The Impact FacilityThe speakers discuss how to ensure that economic benefits from the current African mining boom reach the communities that neighbour mining projects – an...2025-01-1747 min

EndpointsSo Much So Fast: Documenting the Earliest Days of ALS TDI25 years ago, Steven Ascher and Jeanne Jordan began filming a documentary about a new, one-year-old organization and the family that founded it. That organization was called the ALS Therapy Development Foundation, and its mission was to find treatments for ALS. It was started by Jamie Heywood, whose brother Stephen had been diagnosed with the disease at the age of 29. The film they made, So Much So Fast, came out in 2006. It received critical acclaim and was screened at the Sundance Film Festival. It documents five years in the lives of the Heywood family as they dealt with St...2025-01-1620 min

The 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 min

The 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 min

The 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 00

The 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 00

The 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 min

The 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 min

The 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 min

The 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 min

The 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

The 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 min

The 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 min

The 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 min

The 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 min

The 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 min

The 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 min

The 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 min

Suits and Boots | The Sustainable Business PodcastThe EU Deforestation Regulation | What does the delay mean for your business?On 14 November 2024, the EU Parliament approved the EU's proposal to delay the implementation of the EU Deforestation Regulation by one year, as well as a package of amendments to the Regulation.In this episode of Suits and Boots, TDi ESG Analyst, Sunil Abeyasekera looks at what these changes, and the delay mean for businesses across the world. He examines the impact of the delay both on companies that have already prepared for the Regulation, and those that are at an early stage in their readiness. He outlines what needs to be done over the next year to...2024-11-1420 min

The 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 min

The 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 10

The 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 10

The 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 min

Suits and Boots | The Sustainable Business PodcastForced Labour | Hidden Risk or Entirely Predictable Reality?Forced labour is often described as a hidden risk, being almost impossible to find or to predict where it might occur. In this discussion, TDi's Head of Data and Due Diligence, James Hollins and Marketing Manager, Sarah Wilkinson, examine whether in fact there are actually entirely predictable indicators of forced labour in company business models. James explores why it’s often difficult for companies to gain a full view of their supply chains, and highlights some of the techniques that can be employed to go beyond a traditional audit-based approach to expose the situations in which forced lab...2024-10-2228 min

Suits and Boots | The Sustainable Business PodcastFrom Conflict Minerals to Collective Action | Evaluating the Evolving Sustainability LandscapeIn this episode of TDi Insights In Conversation, TDi Sustainability's Marketing Manager, Sarah Wilkinson, sits down with CEO Assheton Stewart Carter to reflect on, and celebrate, TDi's first decade.When Assheton founded TDi ten years ago, a major focus of the company's work was working with large brands on conflict minerals. The last ten years has seen a rapid evolution of the sustainability landscape, particularly in terms of regulations - sustainability concerns are no longer the domain of the biggest. Responsible sourcing now covers all products, all materials, all countries and all companies. This rapid expansion has...2024-10-2229 min

Suits and Boots | The Sustainable Business PodcastArtisanal and Small-Scale Mining | A Sector Overlooked and Misunderstood?In the latest episode of TDi Insights In Conversation, TDi CEO and co-founder of The Impact Facility for Sustainable Mining Communities meets new Impact Facility CEO, Lewis Temple.The Impact Facility was founded 6 years ago, and Lewis and Assheton discuss what's been achieved over this period, the changes and challenges the organisation has experienced, and the team's aspirations for the future. 2024-10-2229 min

The 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 min

The 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 min

EndpointsALS TDI's Early Years: Founding the First Nonprofit BiotechIn 1999, Stephen Heywood, who was 29 years old at the time, was diagnosed with ALS. His family was devastated when they learned that there were no treatments that could slow or stop his disease. His brother Jamie decided that he had to do something about it, founding the organization that would eventually become ALS TDI – the world’s first nonprofit biotech – in the basement of his parents’ Newton, MA home. The first hire Jamie made as he worked to get this new organization off the ground was Rob Bonazoli. In those days, Rob was responsible for, in his words, “...2024-10-1628 min

The 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 min

The 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 min

The 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 min

The 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 min

The 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 min

The 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 min

The Disciplined InvestorTDI Podcast: Curzio on What Comes Next (#886)Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. The Debate breathes life into a few sectors. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. Frank Curzio can be reached by email at frank@curzioresearch.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 where he signific...2024-09-1553 min

The Disciplined Investor PodcastTDI Podcast: Curzio on What Comes Next (#886)Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. The Debate breathes life into a few sectors. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. Frank Curzio can be reached by email at frank@curzioresearch.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 where he signific...2024-09-1553 min

The Disciplined Investor PodcastTDI Podcast: Keys to The Kingdom (#885)September – not usually the best seasonal trends A question: Diversification – what is it and why do I need it? Active Management and Passive Strategies – a primer. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (N/A)2024-09-0838 min

The Disciplined InvestorTDI Podcast: Keys to The Kingdom (#885)September – not usually the best seasonal trends A question: Diversification – what is it and why do I need it? Active Management and Passive Strategies – a primer. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (N/A)2024-09-0838 min

The Disciplined Investor PodcastTDI Podcast: Dressing Up Your Portfolio (#884)How to stay the course – even through time of doubt What’s up with the consumers anyway? Powell’s outlook moves markets – predictable And our guest – Brian Dress from Left Brain Wealth Management Brian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Fi...2024-09-0152 min