The Disciplined Investor

Haircuts – why you don’t do them yourself. Two trends that will benefit from high inflation and why billions of $$ will start flowing into Bitcoin. Frank Curzio is our guest and he is talking about the Metaverse (land), inflation and deflation, oil prices and bear markets. 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 - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (MAS), (URA), (AA), (MOS), (TGT), (TJX), (ROST), (AIG), (WMT)

Inflation starts to abate - for now. Markets moving in wild course - only in bear markets. But, is that about to stabilize? A best of episode of Andrew's rants, concerns and issues with the Fed heads, inflation and a look back. 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: N/A

VIX hanging below 30 – interesting with this much daily pain over the past weeks. Rates on 10yr backing up – just as we thought - now look at them! Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points. Guest- Clare Flynn Levy from Essential Analystics. Clare Flynn Levy  - Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately 'went native' into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare's vision for Essentia is based on years of being the customer, followed by years of listening to the customer. About Essentia Analytics Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making. Essentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors. In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made. Smarter, more focused, more efficient, better. Follow @cflynnlevy 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: (TJX), (ROST), (AMZN), (TWTR), (SNAP), ROCKU), (GNRC), (DKS), (M), (NVDA), (WMT), (TGT)

This is a first! We are rebroadcasting this recent Client Webinar/Update. So much information that needs to be shared and great Q&A session. Getting over a non-covid flu or something - kicking my butt though. Retail apocalypse - could mean deflationary conditions are ahead... 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: (WMT), (TGT), (ROST)

David Tepper - calling the bottom - seems like everyone wants to be the market hero these days. Panic selling and panic buying - amateur hour out there. A quick less on Buying the Dip - or maybe not buying the dip. A best of episode of Andrew's rants and issues with the Fed heads. 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TLT), (PTON), (UPST)

Rough sledding – the Fed giveth and taketh away. Markets correlations are a big question mark - nowhere to hide. Running with their hair on fire, and a discussion about Treasury I-bonds. 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TLT), (SPY), (QQQ)

Make no mistake - this will be a Fed Engineered Recession. Listener questions, the Social Security Ponzi Scheme - and why we like CRABS. Listen in for the one thing that needs to happen for the market to stabilize.... CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer 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: (AAPL), (AMZN), (PYPL), (SQ), (TLT), (TIPS)

Ugly, nasty action for streaming services – Netflix gets hammered! Sell the rips – apparently that the theme continues with a slight change in dynamic from some Fed speakers. And, continuing our take on Financial Literacy Month. Technical analysis, MACD, RSI, SMA all in this discussion. HAPPY 15th Anniversary TDI Podcast! 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (RBLX), (MTTR), (SNAP), (GOOGL), (W), (RH), (HACK), (NFLX)

OH it is hot – A scorcher – Inflation that is. Earnings season gets underway – Airlines up – banks down. What do we know about money? Its Financial Literacy month - let's give some stuff away - listen in. 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TWTR), (F), (GM), (TSLA), (WFC), (JPM), (SPY), (QQQ)

Is it the 1970's all over again? Our guest, Octavio Marenzi thinks that this is going to be a long slog as inflation persists. Is a recession coming sooner than we think? We talk Vienna Hot Hogs and a report back from Andrew's Bimini trip. Plus - covering crypto exchanges and the Bitcoin 2022 conference.

End of the month and end of a wild quarter - April favors the bulls – at least seasonality studies show. Earnings season is right around the corner and out guest Frank Curzio, Curzio research. Stocks that  are a "no-brainer" during inflationary times, the skinny on the yield curve inversion and more.. The important crypto news that has Frank all excited. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer 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 - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (GLD), (URA), (SLV), (BAC), (WFC), (AA), (MOS)

From Trounce to Bounce – Markets have a change in direction. Yield spike – what we call a skew event. The Fed is not your friend…… Don’t fight it.. Our guest this week - Dr. Richard Smith. March 2022 - WEBINAR REPLAY Follow @andrewhorowitz 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 Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (BTCUSD), (AMC), (GME), (AAPL)

China reverses course send stocks flying – A massive move... Short Squeezing is the flavor of the month! The Fed does what it was supposed to – but remains hawkish. Michael Covel is our special guest this week. March 2022 - WEBINAR REPLAY Follow @andrewhorowitz Michael Covel searches. He digs. He goes behind the curtain to reveal a state of mind the system doesn‘t want you in. Characterized as “essential” and “required reading,” Covel teaches beginners to seasoned pros how to generate profits with straightforward repeatable rules and is best known for popularizing the controversial trading strategy TREND FOLLOWING. He is the author of six books including the international bestseller, Trend Following and his investigative narrative, TurtleTrader. Trend Following Investment Research is a publisher of trend following trading strategies reaching thousands of investors globally. Our unique edge is an extensive network within trend following, behavioral economics and risk management. This allows us to teach decades of outstanding performance. Our approach is to provide customers with a single product requiring no extra purchase. Delivering a comprehensive service of trading systems, risk management strategies and psychological guidelines allows our customers to trade in less than thirty minutes per day.    Follow @Covel Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (AAPL), (AMC), (FB), (GME)

Clocks moving forward – more light – hopefully less gloom. The headlines are making us all a little crazy. Meanwhile consumer confidence plunges and we recap of our Client Webinar Update this week (link below) March 2022 - WEBINAR REPLAY 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (GLD), (BTCUSD), (DOCU), (TSLA)

An impossible situation. The world appears to be entering an era of selective isolationism. This is a stark change from the globalism that had been the center of the economic growth engine for decades. Time to take a look at your time horizon and portfolio diversification. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer DECEMBER 2021 Outlook - WEBINAR REPLAY 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (RSX), (GLD), (AMZN), (AAPL), (NFLX), (ARKK)