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The Disciplined Investor
Andrew Horowitz - Host
50 episodes
1 day ago
The TDI Podcast - Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. Recent guests have included: Andrew Ross Sorkin, Keith McCullough and Adam Curry, Tom McClellan, Frank Curzio along with other great authors and strategists....
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All content for The Disciplined Investor is the property of Andrew Horowitz - Host and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The TDI Podcast - Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. Recent guests have included: Andrew Ross Sorkin, Keith McCullough and Adam Curry, Tom McClellan, Frank Curzio along with other great authors and strategists....
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Investing
Business,
Business News
Episodes (20/50)
The Disciplined Investor
TDI Podcast: Wizardly Discipline (#953)
Being disciplined pays off. Markets finishing in a good place – ready for 2026. Fun times ahead with a January warning. Inspired by Market Wizards with our guest, the renowned Jack Schwager.  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities. Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020),  Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (SPY), (NVDA), (TOST), (QQQ), (GLD)
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6 days ago
1 hour 18 seconds

The Disciplined Investor
TDI Podcast: Live and Let Live (#952)
The walls are coming down – the house of cards exposed. We have economic data – late but we got it. And that concludes the last full week of trading for 2025! And our guest – Robbie Miles, CEO of Live and Let Live NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a freer, more peaceful world. As part of the Live and Let Live community, you’re surrounded by individuals who share a passion for personal responsibility, non-aggression, and being good humans. Here, we connect, collaborate, and grow together — exchanging ideas, supporting one another, and taking action that aligns with our shared values of peace, freedom, and human flourishing. Whether you’re here to learn, contribute, or lead, there’s a place for you in this movement. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (SLV), (GLD), (ORCL)
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1 week ago
1 hour 6 minutes 17 seconds

The Disciplined Investor
TDI Podcast: The Physics of Finance (#951)
The Fed cuts and keeps markets guessing. Silver hits a record – up 100% this year. Looking at frameworks and fake transparency. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations. Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (SPY), (QQQ), (NVDA), (IBM)
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2 weeks ago
59 minutes 49 seconds

The Disciplined Investor
TD Podcast: Predictive Markets (#950)
Quick flip and pivot – Fed in focus. Stagflation alert – inflation remains sticky. Unemployment – ADP show massive losses in one category. Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkinson, Director of Trading Education at Interactive Brokers. Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s. Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders’ Insight, Traders’ Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info – https://envestology.com/ Stocks mentioned in this episode: (BTCUSD), (DIA), (SPY)
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3 weeks ago
50 minutes 23 seconds

The Disciplined Investor
TDI Podcast: Hidden Boosts (#949)
Tax Relief Boosts Corporate Earnings S&P 500 Financial Performance Analysis Share Buybacks and Market Indices Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices NEW! Download the AI Generated Show Notes (Guest Segment) Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®. Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry. Howard graduated with a B.S. in Business Management from Syracuse University.   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (NVDA), (DELL), (BTCUSD)
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1 month ago
50 minutes

The Disciplined Investor
TDI Podcast: Bearish Revelations (#948)
We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week's guest - Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel. He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site. In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis. Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight. You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (GLD), (BTCUSD), (MSFT), ($YEN)
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1 month ago
56 minutes 47 seconds

The Disciplined Investor
TDI Podcast: R2D2 – The Truth About AI (#947)
The Government is back open – is that a good thing?

October’s economic data may be lost forever.

Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)





 

Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.

Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.


Check this out and find out more at: http://www.interactivebrokers.com/



Follow @andrewhorowitz



Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE



Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)
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1 month ago
1 hour 16 minutes 10 seconds

The Disciplined Investor
TDI Podcast: The Emperor’s Clothes Again (#946)
The Emperor New Clothes - looks familiar.

A closer look at valuations

Tariffs under fire - Supreme court hearings.

And our Guest, Manual Blay – The Dow Theory.com  - Newsletter – Home of the Schannep & Blay Timing Indicators.


NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)





Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets.

Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.

Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.


Check this out and find out more at: http://www.interactivebrokers.com/



Follow @andrewhorowitz



 Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)
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1 month ago
56 minutes 23 seconds

The Disciplined Investor
TDI Podcast: Valuation Cliff (#945)
Swiss cheese agreements.

Overspending by big tech - could that be their  downfall?

A rate cut in the dark and AI's Impact on Future Workforce.

Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.



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 from Russia in 1991 with all his  family three brothers, father, and stepmother.

His  professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.

He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his  graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his  CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his  day job.

He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has  written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.

He was profiled in Barron‘s, and has  been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.

Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).
Follow @vitaliyk



Check this out and find out more at: http://www.interactivebrokers.com/



More information available on Horowitz & Company's TDI Managed Growth Strategy



Stocks discussed this week (ORCL), AMZN), (MSFT), (DIS), (AMD), (NVDA), (NOK)
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2 months ago
1 hour 4 minutes 32 seconds

The Disciplined Investor
TDI Podcast: DiMartino Booth Says What?(#944)
It's time to tend to tend to the garden – a little maintenance for the portfolio

October does what it usually does

Targets raised, analysts are trying to keep up – even if earnings miss

And our guest - Danielle DiMartino Booth - the "Fed watcher"

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)







As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.

To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.



She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.

Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.

Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.

DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Follow @DiMartinoBooth



Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/



Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)
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2 months ago
59 minutes 45 seconds

The Disciplined Investor
TDI Podcast: Profit on Predictions (#943)
Bank earnings – looking good so far (for the big boys).

CHINA TRADE WAR – but what that really mean?

10 yr yield tapping on 4% and markets showing another "V" recovery  - or fake out?

And our guest, Howard Lindzon, Founder of Social Leverage.



 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)





Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California.
Follow @howardlindzon




Learn More at http://www.ibkr.com/funds



Follow @andrewhorowitz




Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/



Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)
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2 months ago
1 hour 3 minutes 41 seconds

The Disciplined Investor
TDI Podcast: Modern Disciplines (#942)
The government is shutdown – How long this time?

The Bubble - how much longer can it last?

The healthcare sector gets a needed boost….

Guest: Tom Nelson, Franklin Templeton Funds


 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)





Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.

He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.

Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.

Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.


Check this out and find out more at: http://www.interactivebrokers.com/




Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.


Follow @andrewhorowitz
Stocks Mentioned in the Episode: (AMZN), (NFLX), (PLTR)
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2 months ago
1 hour 31 seconds

The Disciplined Investor
TDI Podcast: Decoupling Stability (#941)
October – will history repeat?

New tariffs announced - again.

Thinking about 401k plans - innovation or exploitation?

And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley



 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)





Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.

A leading expert on the international monetary system and global finance, his research covers the history of global financial crises, the international monetary system, economic history, and the causes and consequences of populism.

Dr. Eichengreen holds fellowships from several institutions, including the National Bureau of Economic Research and the American Academy of Arts and Sciences, and has previously served as a Senior Policy Advisor at the International Monetary Fund (IMF).


Learn More at http://www.ibkr.com/funds



Follow @andrewhorowitz




Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/



Stocks mentioned in this episode: (BTCUSD), (ORCL), (OKLO), (QQQ)
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3 months ago
53 minutes 6 seconds

The Disciplined Investor
TDI Podcast: Traders’ Campus (#940)
Stocks take a breather after a huge run.

Economist talking out of both sides of their mouths.

Circular finance and vendor financing – all the rage.

Andrew Wilkenson, Director of Trading Education at Interactive Brokers.



 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)




Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.

Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders’ Insight, Traders’ Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL.


Learn More at http://www.ibkr.com/funds



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: (CRCL), (KSS), (FIOG), (WMT), ROST), (NVDA), (TSLA)
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3 months ago
57 minutes 16 seconds

The Disciplined Investor
TDI Podcast: The Crypto Taxman (#939)
The FED – CUTS as expected

Dot Plot turns dovish

Market – not much of a move really

Rug pulls – moving out of cryto and into IPOs

And we are talking taxes and crypto – with our guest Pat Camuso

 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)




Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession.
Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space.


Learn More at http://www.ibkr.com/funds



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: (/BTC), (/ETH), (TSLA), (OKLO)
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3 months ago
1 hour 7 minutes

The Disciplined Investor
TDI Podcast: Schiff – Monetary Overdose (#938)
Inflation is up and its down.

We have revisions and a weakening jobs market.

10yr Treasury trying to break below 4%.

And a new top dog is crowned.

Our guest, Peter Schiff of Europacific Global.



NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)





Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets.

Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign.
Check Out EuroPacific Capital



Follow @andrewhorowitz



Check this out and find out more at: http://www.interactivebrokers.com/



Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE



Stocks mentioned in this episode:(MSFT), (ORCL), (AMZN), (GLD), (NEM)
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3 months ago
1 hour 3 minutes 20 seconds

The Disciplined Investor
TDI Podcast: Masterminding (#937)
We asked about Frank to the AI bot and listen to what it said.

Eco, Fed and Valuations

False Market Values - are they a thing? We get to the bottom of that question.

Guest, Frank Curzio – Curzio Research - the outlook into the end of the year.

Agentic AI - something to look into...

 

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 well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.

Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer'ss Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance.
Follow @frankcurzio



Check this out and find out more at: http://www.interactivebrokers.com/



Follow @andrewhorowitz



Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE



Stocks mentioned in this episode:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)
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3 months ago
1 hour

The Disciplined Investor
TDI 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. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money.

She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada.

Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite

Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors.


Check this out and find out more at: http://www.interactivebrokers.com/



Stocks discussed in this episode - (NVDA), (GOOG), (SPY), (QQQ)
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4 months ago
1 hour 13 minutes 27 seconds

The Disciplined Investor
TDI 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 his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.

Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.

In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.
Check out Left Brain Investment Research



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Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE



Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)
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4 months ago
59 minutes 32 seconds

The Disciplined Investor
TDI 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



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Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.

 


Check this out and find out more at: http://www.interactivebrokers.com/



Follow @andrewhorowitz



Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE



Stocks mentioned in this episode: (GLD), (SPY), (QQQ), (IWM)
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4 months ago
58 minutes 33 seconds

The Disciplined Investor
The TDI Podcast - Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. Recent guests have included: Andrew Ross Sorkin, Keith McCullough and Adam Curry, Tom McClellan, Frank Curzio along with other great authors and strategists....