The Disciplined Investor show

The Disciplined Investor

Summary: 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....

Join Now to Subscribe to this Podcast
  • Visit Website
  • RSS
  • Artist: Andrew Horowitz - Host
  • Copyright: Copyright - Horowitz & Company, Inc.

Podcasts:

 TDI Podcast: Tech Washing (#826) | File Type: audio/mpeg | Duration: 43:13

The AI tech wash is getting old. Earnings in and so far, no surprises. One sell off day in a sea of buying. A recap of my discussion with Goldman Sachs. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (MSFT), (NFLX), (TSLA), (SCHWB), (BAC), (JPM)

 TDI Podcast: A High Bar (#825) | File Type: audio/mpeg | Duration: 50:59

Its that time again – earnings season is upon us. Markets in a new bull run – getting a little frothy though... Inflation is Only 3% Now – but that is against the high watermark and our guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play. Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report. Patrick is a graduate of Vanderbilt University and is located in Chicago. Follow @Briefingcom Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (JPM), (BAC), (NFLX), (SPY)

 TDI Podcast: ReZ-ILL-Yence (#824) | File Type: audio/mpeg | Duration: 43:07

Rates spike to decade long highs. The employment reports provide mixed messages. Resilient – that is the name of the game -  And a look back in order to look forward. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (JPM)

 TDI Podcast: Ignore It All (#823) | File Type: audio/mpeg | Duration: 38:32

June is over – in the books – now the summer is finally here. Back to that question – Is this a new Bull market? We have some more info to discuss. NASDAQ 100 best 6 month start in decades! And things that were said that markets ignored. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (SPY), (QQQ)

 TDI Podcast: Seasonality with Curzio (#822) | File Type: audio/mpeg | Duration: 1:00:37

June coming to a close and what an interesting month it has been. Crypto coming under pressure – SEC is making moves. Inflation kicking up again around the world – wondering about US numbers. And our guest this week is Frank Curzio from Curzio Research. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer'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 Stocks mentioned in this episode: (AAPL), (SPY), (BTCUSD), (GLD), (AI), (GNRC), (AMZN), (NCLH), (CCL)

 TDI Podcast: Checkmate (#821) | File Type: audio/mpeg | Duration: 36:10

A pause or a maybe skip is what the Fed has ordered. Coming in hawkish and market is spooked...for about 10 minutes. New highs driven by – you guessed it the Mega Caps. A question answered: Are we in a new bull market? A complete discussion about the inner workings of quantitative analysis. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (GNRC), (AI), (JPM), (NYCB)

 TDI Podcast: SKIP, Recession, Pause (#820) | File Type: audio/mpeg | Duration: 44:47

OPEC Cuts production – at least on country does. Still, oil drops. Odds still favor a fed SKIP – the new word on the street. A look at ROE and market performance during recessions. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (OIL), (AMD), (NVDA)

 TDI Podcast: Foggy TARA (#819) | File Type: audio/mpeg | Duration: 57:26

May Market Madness   – Tech vs. everything else. Politicians create problems – just to fix them – My Heroes! Bifurcating markets – that is of interest. And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (GOOG), (META), (NVDA), (AMD), (CRM)

 TDI Podcast: Really Local Banking (#818) | File Type: audio/mpeg | Duration: 45:02

Memorial Day is here and we can smell the summer! Government creating problems – just to solve them? Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello. Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened in Fort Lauderdale, FL on January 12, 2022. It is the first new bank opened in South Florida since 2009. He served as the President & CEO of First GREEN Bank, a community bank headquartered in Orlando, Florida from 2016 until its sale in 2018. He was also President, CEO, and an organizing director of Broward Bank of Commerce, a new bank chartered in Florida on January 12, 2009. He has held senior roles at Bank of Florida, City National Bank and Nations Bank throughout a 30 plus year banking career entirely in S. Florida. Keith lives in Ft Lauderdale with his wife Denice, is a US Army Veteran and father of 4. Follow @@browardbanker Check this out and find out 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)

 TDI Podcast: Dunning Kruger Effect (#817) | File Type: audio/mpeg | Duration: 53:17

Risk warehousing, Government paralysis and other interesting concepts from this week's guest, Dr. Richard Smith. How to mitigate self-defeating investment plans? AI and the potential for civilization - good stuff in this episode. When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to build one of the first online financial technology platforms. The platform worked so well he made it available to individual investors. In 2013 he founded TradeSmith, which started as a simple way to track portfolios and evolved into a powerful suite of risk-management and portfolio analysis tools. The company grew to over 30,000 investors who entrusted his technology with a staggering $20 billion, earning him the moniker “doctor of uncertainty.” After 16 successful years, he sold TradeSmith at the top of the market. Never one to sit idle, Richard’s newest endeavor, RiskSmith, levels the playing field for individual investors. Synthesizing his passion for simplifying complex financial markets and his background in mathematics and systems science, Richard has created tools that help investors better understand and evaluate risk in the market. According to Richard, “Most people have no idea how powerful of a tool good risk management really is. They look at risk as something to stay away from. In fact, it’s exactly the opposite. Once you understand risk, you can control it. By taking smart risks, you can truly transform your financial future.” Richard studied mathematics at U.C. Berkeley and earned his PhD in Systems Science from the Watson School of Engineering at SUNY Binghamton under the late Professor George Klir. Richard is also Chairman of the Board and CEO of Foundation for the Study of Cycles, an international nonprofit that promotes and conducts research of cycles and how they can be used to make the world a better place Follow @Investing_Dr   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: (MSFT), (GOOGL), (AAPL), (CHGG)

 TDI Podcast: Crisis of Confidence (#816) | File Type: audio/mpeg | Duration: 59:36

Inflation CPI report as expected – markets – don’t know what to make of it. Banks still not getting any love - more shoes to drop. Debt ceiling talks going nowhere... This week's guest is Thoma Thornton - Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Charts Discussed Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (GLD), (SLV), (PARA), (IEP), (SPY)

 TDI Podcast: Revenge Investing (#815) | File Type: audio/mpeg | Duration: 1:04:49

No Dead Fed – Hikes still on the table - although markets don't agree. A quick look back and ahead as banks are in trouble. It is getting a little silly... Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®. Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry. Howard graduated with a B.S. in Business Management from Syracuse University. 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: (MSFT), (GLD), (AAPL)

 TDI Podcast: The Cycle Is The Cycle (#814) | File Type: audio/mpeg | Duration: 46:00

The banking Crisis is NOT over – no surprise here. Earnings for mega names coming in better than expected – stocks zooming. Sinkhole Alert issued – what does that even mean? And a conversation about M2 Money Supply. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AMZN), (FRC), (META, (MSFT)

 TDI Podcast: Tough Questions (#813) | File Type: audio/mpeg | Duration: 45:39

420 – came and went – should we make it a national holiday! Taxes done?  – in the mail and all finished - right? Markets are busy digesting earnings and my very  interesting meeting with a Fed big shot. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (MCD), (NFLX), (TSLA), (LEN), (DHI), (IBKR)

 TDI Podcast: Flood of Information (#812) | File Type: audio/mpeg | Duration: 1:01:22

Inflation receding, like the floods in my neighborhood. Fed calls for a mild recession. Earnings season begins – banks...batter up! Guest – Frank Curzio – Curzio research and Wall Street Unplugged Podcast. Check this out and find out more at: http://www.interactivebrokers.com/ Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer'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 Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (MCD), (SI), (NYCB), (AMD), (INTC), (AAPL), (TSM), (TSLA), (GLD), (BTCUSD)

Comments

Login or signup comment.