The Disciplined Investor

Guests: Frank Curzio, Stansberry Research and Peter Emmanuel of TAS Professional. Frank starts us off with his take of the current market conditions and why he is starting to buy some positions at these levels. Peter then explains why many "rookie" traders make the mistake of holding on to their losers and cut their winning trades. More importantly, he tells us a better method to make sure you stay on the right side of the trade. Check out TriggerPoint Research ALERTS! ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Live and Alerting...FREE Book Offer in May! (Click the above for more information) Frank Curzio is an equity analyst for Stansberry & Associates. Check out Frank’s Podcast on iTunes – HERE. Frank has over 15 years of investing experience. He was recently the editor of TheStreet.com’s Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast – one of the most widely listened-to financial podcasts on iTunes. Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s 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. Also, Frank was portfolio manager for Greentree Financial. ___   Peter Emmanual graduated from Villanova with a BA in Economics 1983. He then started as a sales representative for Cardio-Pulmonary Monitoring, Inc. and  became President of the company in 1985 From there he was a Registered Investment Advisor and Vice President Of Investments, Prudential Bache Securities, First Vice President Paine Webber and President Mia Venture Capital, LLC. Peter has been involved in in Private Equity Financing and Structuring of Public and Private Companies and now is the Director of Sales and Training at TAS Professional, LLC.  He is responsible for getting institutional Traders worldwide trained on the Proprietary Trading tools available to Bloomberg Users.  ______________ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

We listen and discuss the Meet The Press interview of Jamie Dimon of JP Morgan (JPM) , Facebook's (FB) IPO and much more Virtual guests include Simon Johnson, Art Cashin and Lakshman Achuthan. Fed minutes are due, China's bank reserve reduction and a listener question is answered in this episode. Check out TriggerPoint Research ALERTS! ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Live and Alerting...FREE Book Offer in May! (Click the above for more information) Virtual Guests: Marc Faber, publisher of the Gloom, Boom & Doom report, talks about U.S. stocks and economy. Faber, speaking with Betty Liu on Bloomberg Television's "In the Loop," also discusses his view on the euro and the euro zone. Simon Johnson, a professor at the Massachusetts Institute of Technology and a former economist at the International Monetary Fund, talks about the outlook for JPMorgan Chase & Co. following the disclosure the company suffered a $2 billion trading loss. Johnson speaks with Tom Keene on Bloomberg Television's "Surveillance Midday." Jamie Dimon on Meet The Press: In the interview, Dimon highlighted the $2 billion trade that went against JP Morgan. Was this a trade? CNBC's Bob Pisani and Art Cashin, of UBS, discuss JPMorgan's surprise $2 billion trading loss and what that could mean for the banking sector. Economic Cycle Research Institute's Lakshman Achuthan on The News Hub discusses why he believes the U.S. economy is heading back into recession in the next several months.  ______________ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guests: Kerry Lutz of The Financial Survival Network comes to us with a discussion of why some hard assets and MLPs. Gold and Silver are discussed as are some alternative energy (high yield) plays. Hear of the 2-headed Llama? We have the push-me, pull-you markets now and there is a battle between the earnings and economic indicators. Market trends, Europe elections and the gameplan from here is all part of this episode. Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! 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 distressed asset investment company. After the 2008 financial collapse and the continued global economic deterioration, Kerry realized people needed a reliable source for accurate information. Believing that inflation would eventually run rampant, he dedicated himself to helping people protect and preserve their wealth. He urged investors to re-balance their investment portfolios and to implement precious metals based strategies to adapt to the new economic order. The ability to perceive economic reality, as well as to separate truth from governmental inspired economic fantasy will be essential for economic survival and prosperity in the years ahead. In 2010, Kerry gave up most of his other interests to pursue his long held desire of becoming a radio show host. Thus the Financial Survival Network was born. Its mission is helping you to survive and thrive in the New Economy. He has done hundreds of interviews with such financial luminaries as Peter Schiff, Harry S. Dent, Martin Armstrong and Peter Grandich. Kerry now appears on 1490 WGCH, in Greenwich, CT, every Tuesday from 11am-12pm EST. In addition, he is continually releasing new segments and interviews on iTunes, Libsyn podcasters and YouTube. His new Triple Lutz Report was an instant hit and continues to increase audience share.  ______________ Live and Alerting...FREE Book Offer in May! (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guests: Larry Williams and Mark Hanna help us wade through the trends and cycles of the markets. Mark starts us off with a nice discussion about the IBD market trend and how that is derived. Then we get deeper into the markets and the areas that may provide some profitability. Larry Wiliams has predicted stock market cycles with great success over the years and he tells us what he believes will be coming next for the U.S. markets. Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Larry Williams has been trading futures and commodities for well over 46 years. He is the most highly regarded and well known short term trader in the world. No other futures trader is as accomplished as Larry Williams. He has more trading and investing books on the market than any other futures trader. The majority of his books have been best sellers. (see Books for a list of Larry Williams books). Larry has taught thousands to correctly trade the markets, won many trading championships, and has been the only futures trader in the world to repeatedly trade $1 million of his own money live at seminars around the globe. 1962 was when Larry Williams began following the markets. His interest was sparked by the Kennedy market crash, when President Kennedy forced a roll back in steel prices. The crash was front page news everywhere. People lost millions but Larry was more taken by the fact that if you had been "short" the market, you would have made millions. ______________ Mark Hanna is the manager of the Paladin Long/Short Mutual Fund (PALFX). Mark Hanna is the founder of Hanna Capital, the advisor to Paladin Long Short Mutual Fund. Mr. Hanna has been involved in capital markets as a private investor since the late 1980s, focusing first on mutual funds, followed by equities in the mid 1990s. Mr. Hanna is a well known investment writer in the online community, and an author at Euro Pacific Capital. Mr. Hanna holds a BA Economics from the University of Michigan-Ann Arbor, and has held multiple positions in corporate finance and accounting, focusing heavily on financial analysis. Mark also writes a popular financial blog - Click HERE for more on Market Montage. Live and Alerting...FREE Book Offer in May! (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Ed Easterling of Crestmont Research discusses the Price to Earnings Ratio and what it could mean for investors in the next 3 - 5 years. We discuss China's miserable GDP print as well as the potential for a change in market trend. The Separman Indicator is also touched on as well as the return of the debt crisis in Europe - this time showing up in Spain. Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! 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. Live and Alerting... (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

The market is in a new phase as there rally may be coming to an end. Is it over forever? That is something we explore and a good deal more. We also delve into the Eco Surprise Index and what is making Andrew Nervous.   Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free!   Some of the topics covered: China service PMI slowing Unemployment at 8.2% - there's a catch Is Apples move over? Employment numbers and explanation Is FED really done? Market trend change What to expect next week -Eco, Earnings Listeners write in - What is Andrew's daily routine? Cranky - Eco surprise index Larry Williams - predicted 4/20 was end of rally (sell May?) props to Larry! Goldman's 1,250 call for the S&P 500 Live and Alerting... (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest:  Tadas Viskanta of Abnormal Returns is a our guest this episode. He brings to us an overview of the economy and some of the ramifications of the over-stimulus. We also talk about the Eco Surprise Index and what is making Andrew Nervous.   Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free!   Abnormal Returns has over its six-year life become a fixture in the financial blogosphere. Over thousands of posts we have striven to bring the best of the financial blogosphere to readers. In that time the idea of a “forecast-free investment blog” remains as useful as it did six years ago. Tadas Viskanta is the founder and Editor of Abnormal Returns. Tadas is a private investor with over 20 years of experience in the financial markets. He is the co-author of over a dozen investment-related papers that have appeared in publications like the Financial Analysts Journal, Journal of Portfolio Management among others. Tadas is also the author of the forthcoming book: Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere* which culls lessons learned from his time blogging. Tadas holds a MBA from the University of Chicago and a BA from Indiana University. He lives with his family in the heartland of America. Live and Alerting... (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest:  Anthony Scaramucci of Skybridge Capital talks with us about the hedge fund industry, the markets and the SALT conference. We also have a chat about the current trend  of buying dips and chasing returns. Bank of America's (BAC) new rental program is tested, China's Flash PMI is still contracting and what we should be looking for next are all areas touched on. 14-Day Trial (Limited Time) TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free!   Anthony Scaramucci is a Managing Partner of SkyBridge Capital .  Prior to SkyBridge, he was also the co-founder of Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001 after building a managed account business and four hedge funds having in aggregate more than $800 million of assets.  Upon Neuberger Berman’s sale to Lehman Brothers in 2003, he served as a Managing Director in their Investment Management Division.  From 1989 to 1996, Mr. Scaramucci was at Goldman Sachs & Co., where in 1993 he became a Vice President in Private Wealth Management. He earned a B.A. in Economics from Tufts University in 1986 and graduated summa cum laude.  He is a member of the Phi Beta Kappa society.  He graduated with a J.D. from Harvard Law School in 1989.  Mr. Scaramucci is a Board Member of The Lymphoma Foundation and The Brain Tumor Foundation.  He is also on the Board of Overseers for the School of Arts and Sciences at Tufts University and a member of the NYC Financial Services Advisory Committee. Anthony is the recipient of the Ernst & Young Entrepreneur Of The Year® 2011 New York Award in the Financial Services category. Check out his books: Goodbye Gordon Gekko and The Little Book of Hedge Funds   Live and Alerting... (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest:  Brian Shannon of AlphaTrends shares with us some of the time tested ideas behind technical analysis. Our discussion moves from moving averages to indicators and back. We discuss the S&P 500 hitting 1,400 and the recent rally in banks. Andrew touches on the recent success of TriggerPoint ALERTS! 14-Day Trial (Limited Time) TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Brian Shannon is a full time trader (with 20 years of experience), educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes. Brian is best known for his technical analysis videos which are the #1 most subscribed financial videos on Youtube. Brian is an investor, senior contributor and advisor of stocktwits.com. He has been a guest on the TDI podcast and a favorite of listeners. Check out his book - HERE Live and Alerting... (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest:  Mark Hanna, Manager of the Paladin Long/Short Mutual fund is with us for a lively discussion on markets, stocks and his outlook. We delve into the dynamics of the world's economics as well as the stocks that may benefit. This episode starts with a discussion of the recent events in Greece, stocks to watch and TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Mark Hanna is the manager of the Paladin Long/Short Mutual Fund (PALFX). Mark Hanna is the founder of Hanna Capital, the advisor to Paladin Long Short Mutual Fund.   Mr. Hanna has been involved in capital markets as a private investor since the late 1980s, focusing first on mutual funds, followed by equities in the mid 1990s.  Mr. Hanna is a well known investment writer in the online community, and an author at Euro Pacific Capital.   Mr. Hanna holds a BA Economics from the University of Michigan-Ann Arbor, and has held multiple positions in corporate finance and accounting, focusing heavily on financial analysis.   Mark also writes a popular financial blog - Click HERE for more on Market Montage. Live and Alerting... (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest:  Joshua Brown, author of The Reformed Broker Blog and Vice President of Fusion Analytics Investment Partners. We discuss the backroom antics that go on in the big investment houses and how investors get ripped off. Josh also shares with is his current take on the markets. Andrew provides some insight into China's economic outlook, Apple's big announcement and the big week of economics to come. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Joshua Brown is a Vice President of Fusion Analytics Investment Partners. Joshua Brown has been a New York City-based advisor for more than a decade, managing money for high net worth clients, charitable foundations, corporations and retirement plans. Beginning his career in 1997, Mr. Brown has steadily moved up the ranks in the independent brokerage world. Mr. Brown currently holds a Series 7 General Securities Representative's license, Series 63 Uniform Securities Agent's license, Series 65 Registered Investment Advisor's license and a Series 24 Supervisory Principal license. He is registered in over 20 states and serves a nationwide and international clientèle. Mr. Brown is the creator and author of TheReformedBroker.com, ranked as one of the Top Ten Financial Blogs by the Wall Street Journal. He is a Forbes.com columnist, a contributor to the Christian Science Monitor and the Business Insider and is the Wall Street correspondent for The Faster Times. His market commentary is frequently quoted and featured by Dow Jones, AOL, Reuters, the Financial Times, the Wall Street Journal, the New York Times, Crain's NY Business and CNBC. In addition to his career and responsibilities on Wall Street, Joshua Brown enjoys spending time with his wife and young children. GRAND OPENING (Click the above for more information)    

Guest: Frank Curzio, Stansberry & Associates takes us through the ins-and-outs of natural gas investments. We start with the commodity and then get deeper into the stocks that may benefit from a renewed interest in the fuel. Before all of that, Andrew provides an update to the recent news and what to look for next week. There's lots of eco news coming... Frank's compelling video on natural gas - HERE ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Frank Curzio is an equity analyst for Stansberry & Associates. Check out Frank’s Podcast on iTunes – HERE. Frank has over 15 years of investing experience. He was recently the editor of TheStreet.com’s Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast – one of the most widely listened-to financial podcasts on iTunes. Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s 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. Also, Frank was portfolio manager for Greentree Financial. ___ TriggerPoint Alerts (lite) (Click the above for more info)  ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest: Fausto Pugliese, CyberTrading University tells us it is all about making a days pay. We discuss the changes over the years in the trading environment and what has been working. Fausto also explains how he looks for opportunities as he sets up his day. We also delve into the wild movements of natural gas and how there may some more room for this commodity to ruin and for the industry as a whole. A Rant? You could say that.. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Fausto Pugliese is an old favorite of TDI Podcast listeners. He is founder of Cybertrading Universitybrings is the inside scoop on daytrading for a living. Fausto was one of the original SOES bandits of the early 1990's and one of the first independent traders to take advantage of the Direct Access Trading technology boom that started in 1987. He acquired a wealth of knowledge from years of hands on experience and working side by side with some of the most practiced and successful traders in the industry .As a result of his knowledge and expertise, others immediately noticed his success as a trader in the industry. Soon after, Fausto was swamped with emails and telephone calls from other traders who wanted his trading advice. As a result, Cyber Trading University was created. Today, Fausto continues to trade his portfolio in addition to providing training and education to his students, and fueling the ongoing process of improving the quality and scope of Cyber Trading University. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guest: Satyajiy Das brings some important perspective on the EuroZone progress as well as the world economic condition. In this episode we also discuss the market's worst weekly decline for 2012, Apple's (AAPL) climax top, the surging VIX. Some of the recent unrest in the Middle East is beginning to be notices and Iran is a real pain in the arse. Much more in this episode.. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES  Follow @andrewhorowitz Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Satyajit Das has worked in financial derivatives, risk management, and capital markets for over 30+ years. Since 1994, Mr. Das has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia. Previously, between 1977 and 1994, Mr. Das worked on the ‘sell side’ (Commonwealth Bank of Australia, Citicorp Investment Bank and Merrill Lynch) and the ‘buy side’ (Treasurer of the TNT Group, an Australian based international transport and logistics company). Das is the author of a number of key reference works on derivatives and risk management. His works include Swaps/ Financial Derivatives Library – Third Edition (2005, John Wiley & Sons) (a 4 volume 4,200 page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products –Third Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insider’s account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as ” fascinating reading … explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industry”. Eurointelligence Minyanville Satyajit’s Blog ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Siddhartha Oberoi of S&P Indices goes over the nuances of various commodity and volatility exchange traded products (ETPs) and what you should know before investing in them.  A look back at the economic surprises over the past week as well as a discussion about the Citi Economic Surprise Indices.  Follow @andrewhorowitz ___  LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime.  Try it Free! **  Be sure to go to TriggerPoint Research and get the latest updates ** TRIGGERTRADING on TWITTER ___  Siddhartha Oberoi is Senior Director, Exchange Traded Products at S&P Indices. Sid leads the ETP effort for S&P Indices for the Americas. He works closely with exchanges and exchange traded product sponsors to help them with their index needs and to successfully implement their strategy. Sid also manages the VIX product line for S&P Indices. Prior to that, Sid has held roles within S&P Indices including managing ETF licensing relationship for Americas and in the Index Innovation Group where he developed various indices including S&P Municipal Bond Indices, S&P’s Shariah Indices and helped to expand other equity index offerings. Prior to joining S&P in 2007, Sid worked at Calyx Financial and Prudential Financial where he helped develop and manage fund of funds focused on global asset allocation, including a product focused on the Shariah market.   Sid is a charter holder from the Chartered Alternative Investment Analyst Association and has been a member of their Curriculum Committee. He holds an MBA from Rutgers University and a B.A. from Delhi University. Sid has been a regular speaker at conferences, talking about ETP landscape and indexing.  Get the list of VIX ETFs HERE  ___  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....