The Disciplined Investor

TDI Podcast on Apple Podcasts — **TDI Podcast: A Very Special (#767)** May 22, 2022
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)

**TDI Podcast: No End In Sight (#761)** Apr 10, 2022
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.

**Octavio Marenzi** is the co-founder and CEO of **Opimas**. He directs the firm’s research in the areas of equities trading, asset management, and regulation.

Octavio has performed a variety of consulting engagements including the: Creation of an international expansion strategy for a major US derivatives exchange.

Prior to founding Opimas, Octavio was the founder and CEO of Celent, which was acquired by Oliver Wyman. At Oliver Wyman, he served on the firm’s management committee, overseeing 2,000 consultants globally. Previously, he worked at UBS in their asset management division in Zurich, as well as at Booz, Allen & Hamilton’s financial service group in New York. He received his MSc and BSc degrees in mechanical engineering from MIT.

Follow @ommarenzi

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: (APPL), (BTCUSD), (SPY), (TLT)

**TDI Podcat: Risk Factors with Dr. Smith (#759)** Mar 27, 2022
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)

MCovel — **TDI Podcast: Turtles and Trends (#758)** Mar 20, 2022
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)

TDI Podcast: Upside Down (#757) Mar 13, 2022

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)

TDI Podcast: Reality Check (#756) Mar 06, 2022

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)

TDI Podcast: What Is Benzinga? (#755) Feb 27, 2022

Jason Raznick, founder of Benzinga is this week's guest. With a multi-front law (Ukraine, Russia, Inflation) there is plenty of opportunity as well as pitfalls. The Fed! The Fed! Yes, the Fed is in play again (RANT ALERT!)... SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor Jason Raznick is the founder of Benzinga, a media and data technology startup empowering a new generation of investors. Raznick launched Benzinga.com in 2010, and it has since grown to become a hub for actionable information on the capital markets with approximately 2 million readers a month. Benzinga.com is supported by a high-speed newswire, Benzinga Pro, which is home to exclusive market-moving news. Raznick is a graduate of the University of Michigan, where he started multiple companies. He has been quoted in a variety of financial news publications, such as CNBC, the Wall Street Journal, and the New York Post. Raznick has been named to the Crain's Detroit Business 40 Under 40 list as well as the DBusiness 30 in Their 30's list. Benzinga is based in Detroit, and Raznick is dedicated to helping rebuild Detroit as a hub of technology and finance. Start your Free Trial of Benzinga Pro Benzinga Cannabis Conference Register HERE and Use Code TDI for 30% Off 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: (AMC), (GME), (RBLX), (MTTR). (FB)

TDI Podcast: Crab Walk, Tuna and the Gold Standard? (#754) Feb 20, 2022

Stephen Leeb is our guest - discussing gold, but not the way most do. I ask an important question - what he would prefer to take down in the bunker? - Tuna in oil, crypto or gold? Stephen Leeb (www.stephenleeb.com) is the author of China’s Rise And The New Age Of Gold: How Investors Can Profit From a Changing World and editor of the award-winning publication, The Complete Investor. The author of eight previous books, Leeb is known for his prescience in uncovering overlooked trends and explaining what they mean for investors, often going against conventional wisdom. He predicted the bull market that started in the 1980s in his book Getting in on the Ground Floor; foresaw the tech stock crash in Defying the Market: Profiting in the Turbulent Post-Technology Market Boom; and forecasted the 2008 subprime mortgage crisis in his New York Times bestseller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel, co-authored with Glen Strathy. Leeb is a graduate of the University of Pennsylvania’s Wharton School of Business and holds a Ph.D in psychology and master’s in mathematics from the University of Illinois. He’s a frequent guest on national financial shows and a speaker at major conferences. Follow @dr_leeb 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: (GLD), (GDX), (SPY), (SLV)

TDI Podcast: Market Telemetry (#753) Feb 13, 2022

Another Fed trial balloon pops markets. Inflation coming in hot – although off of a low base. Wacky action in yields, but markets are still holding tough - sort of. Our guest today – Thomas Thornton from Hedge Fund Telemetry SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor 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 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:

TDI Podcast: Unsettling Concentration (#752) Feb 06, 2022

Good earnings – trumped by some ugly action with a happy ending. Make it stop...make it stop! Cries of January heard. Looking at risk, and in particular, one that may be causing all of your recent portfolio problems. UK rates up, Euro Stays steady and who knows about the U.S. after the latest job print. Some listener questions…. DECEMBER 2021 - 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: (FB), (AMZN), (AAPL), (SNAP) (XLE)

TDI Podcast: Shallow Hal Investing (#751) Jan 31, 2022

Vitaliy Katsenelson is this week's guest. The good news is that January is just about ova' ! What will February bring? Wednesday was FOMC day – So what did they actually say, how is this turning into an epic policy mistake? SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor 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 invests, 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 DECEMBER 2021 - 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: (KO), (DOCU), (MA), (ARKK), (IBM), (AMC)

TDI Podcast: Baby With The Bathwater(#750) Jan 23, 2022

Markets breaking down – some stocks spinning out of control. Looks like rates are over-reacting – not following the data at all. But, the talking heads are all a flutter –with opinions on all sides Some practical tips on navigating though a correction - yes a correction like we are seeing right now. DECEMBER 2021 - 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:

TDI Podcast: Curzio Back From CES (#749) Jan 16, 2022

An epic bounce attempt – investors considering what is next. At the same time, inflation jumps – locksdowns crimp global supply chain. CES concludes and some pretty cool tech coming our way and helping us to discover what is next, our man on the CES street – Frank Curzio, from Curzio Research. SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor 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's™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. Follow @frankcurzio DECEMBER 2021 - 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: (RBLX), (IWM), (JPM), (QCOM), (PTON), (ZM), (TSLA), (AAPL), (GM), (F)

TDI Podcast: Stealth Correction (#748) Jan 09, 2022

Flipity Flopity – The Year Starts a Slopity. Smacking the Tech as rates rise pretty rapidly - the stealth correcdtion that you need to be taking notes on. The economy looks great – the question is: why are stocks falling? Some thoughts on the January Effect... DECEMBER 2021 - 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: (RBLX), (MTTR), (FB), (MSFT), (COIN), (GME), (ZM), (DOCU), (PTON)

TDI Podcast: Tools of the Trade (#747) Jan 02, 2022

Wrapping up a great year – Goodbye to 2021 and HELLO to 2022! In this episode, we take a moment to sharpen the saw – a deep dive looking at the tools of the trade that can help with research, charting, news and more. Starting out the year on the right foot... DECEMBER 2021 - 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: (XYZ), (SPY), (QQQ)

TDI Podcast: Would You Hire Yourself? (#746) Dec 26, 2021

If you had to hire yourself after the job you did with your portfolio - would you? Are you making resolutions again? How about for 2022 we make some commitments to ourselves? A quick exercise on this and what to do when your portfolio makes outsized moves. End of year - what to make of the volatility - how to handle the risk. Maybe we should be asking different questions..... Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi DECEMBER 2021 - 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: (XYZ), (SPY), (QQQ)

TDI Podcast: What?? A UBI Test Drive? (#745) Dec 19, 2021

Investors panic to cover shorts, then panic sell. Turkey drops rates again, market plunges The Fed, The Fed and The Fed - - and our guest, Danielle DiMartino Booth takes us through the implications of the Fed's recent decision. Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. 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. Since inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. 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), a full-time columnist for Bloomberg View, 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 until his retirement in March 2015. 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 Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi DECEMBER 2021 - 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: (PTON), (DOCU), (ZM), (QQQ), (TLT)

TDI Podcast: Weed, EVs and Crypto with Ross Gerber (#744) Dec 12, 2021

Wild and wacky – best week for markets in months with raging volatility. Weed, crypto, NFTs, EVs and the Metaverse. Ross is naming names and has one stock in particular that he may be adding to his portfolio. The VIX – drops from 35 to sub 20, Inflation – definitely not transitory at over 6% YoY. 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. A Look Ahead to 2022 REGISTER for the Webinar Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi 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: (HOOD), (ARKK), (LIDR), (LEN), (MTTR), (TSLA), (MJ)

TDI Podcast: Convergence of Themes (#743) Dec 05, 2021

The last month of 2021 and not the best start. Is it the Fed or is it Omicron that is punishing markets? – a little debate Wrapping up the Back to Basics Series – thank for the comments and kind notes. Great guest coming up next week – fun topics. Plus we take a look at the investing process as markets change complexion. A Look Ahead to 2022 REGISTER for the Webinar Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi 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: (DOCU), (TSLA), (ASAN)

TDI Podcast: Back to Basics Series – Your Best Investment (#742) Nov 28, 2021

The fourth of a four part series - Back to Basics. Stocks, bonds, ETFs, mutual funds - which one is best? We got you covered as we discuss the basics of some of the important categories of investments. We also have some incredible listener mail - a few special letters. Financial engineering, rates and inflation are also in focus in this episode. A Look Ahead to 2022 REGISTER for the Webinar Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi 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: (DDS), (AAPL), (AAL), (DAL), (PEP), (KO), (HD), (LOW), (SPY)

TDI Podcast: Back to Basics Series – Saving Lobster Traps (#741) Nov 21, 2021

The third of a four part series - Back to Basics. This is a great discussion with Kevin Hoffmann about "ways to Save" and the Lobster Trap Savings approach. We start with a basic discussion of how to begin with a systematic savings plan and then work our way to 401ks and retirement planning. A Look Ahead to 2022 REGISTER for the Webinar Kevin Hoffmann is a key member of the Horowitz & Company, Inc. team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads operations, research and analytics for Horowitz & Company, Inc.. While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele. Kevin has been central to the development of the eNVESTOLOGY program for Horowitz & Company. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (AAPL), (META)

TDI Podcast: Back to Basics Series – Taxes (#740) Nov 14, 2021

Markets taking a breather – the winning streak has ended Make no mistake – inflation is trending higher. The burning question about Andrew's Thanksgiving Turkey recipe is answered.... The Back to Basic Series - Tax Help with Dan Pilla in this episode. A Look Ahead to 2022 REGISTER for the Webinar Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved. As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan's Website Follow @danieljpilla Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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), (AFRM)

TDI Podcast: Back to Basics Series – Estate Planning (#739) Nov 07, 2021

The Fed says do not dread – Rates low for long time baby! Markets – more new highs on earnings and cheap money – jobs report is impressive. Buybacks hitting a record this quarter, plenty of downside protection or just overconfidence? And – we are getting Back to Basics. This week we are talking about Estate Planning. Wills, trusts, power of attorney and Living Wills. Plus some ways to avoid probate without all the legal effort. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (PTON), (AAPL), (MRNA), (PFE), (QQQ)

TDI Podcast: $$ Lessons from the Great Pyramids (#738) Oct 31, 2021

Newsflash – Elon Musk is really rich – the richest in fact! Tech earnings driving markets to new highs – Goldilocks or full steam ahead? Democrats tripping over themselves to get a deal done – any deal, no matter how bad it is for the country. Learning from the Great Pyramids. You can’t get rich overnight – literally, just like you cannot build a pyramid that has lasted 5,000 years without all the hard work that was put in to the venture. It spooky out there – Halloween 2021 here we are … Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (AAPL), (MSFT), (TSLA), (AMZN), (QQQ), (FB)

TDI Podcast: The Best Openings Episode (#737) Oct 24, 2021

Let's go! From the start of 2021 until now - some of the best opening salvos from The Disciplined Investor podcasts. Looking back, there was plenty of interesting items and a few wacky ideas that we covered. A chronology that ties it all together. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (N/A)

TDI Podcast: Curzio on What Could Crush Markets (#736) Oct 18, 2021

Earnings season is around the corner while inflation and supply chain issues are the talk of the town. A very disturbing headline sighted and Asking about what shoes will be dropping in China with our Guest – Frank Curzio from Curzio Research. Frank will answer the question: What is the ONE thing that could crush 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's™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. Follow @frankcurzio Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ Check This Out.. 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: (FB), (TSM), (GM), (F), (CAT), (X), (RBLX)

TDI Podcast: The Cycle Turns (#735) Oct 10, 2021

Kicking the can down the road - Congress can't get anything done... Why does this market construct feel so familiar? Follow the bouncing ball or should we try to resist the temptation? Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (N/A)

TDI Podcast: Black Holes and Woolly Bully (#734) Oct 03, 2021

Too Much Woolly Bully in the System.Market React to political games being played and end the month of September in the loss column. Black Holes – Worse than bubbles popping – let's get into this... Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (KSS), (DDS), (SHW), (NKE), (M)

TDI Podcast: Liquidity Wins (#733) Sep 26, 2021

A Game of Chicken in China. Volatility Smacks into Liquidity Nike, Fedex, - warnings we don’t want to hear, but something we need to pay attention to. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (WMT), (NKE), (BTCUSD), (JPM)

TDI Podcast: Grabbing Income Streams (#732) Sep 19, 2021

There is the tootsie, the jelly and Now - the market roll – yes, things are getting concerning. Fed officials owned bonds during crisis – and stocks – now the blow-back is coming. Our guest today, Noland Langford of Left Brain Research. 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. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi 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: (SPY), (INMD), (QQQ), (@CL), (@NG)

TDI Podcast: OMG this FUV (#731) Sep 13, 2021

Arcimoto's Mark Frohnmayer is the guest for this week's TDI Podcast. We spend some time talking about his start in the industry as well as what he sees for the future. Mark Frohnmayer, Arcimoto President and Founder Mark graduated from UC Berkeley in 1996 with a degree in Electrical Engineering and Computer Science. After 11 years leading advanced technology projects in the game development industry and the sale of his first startup, GarageGames, he turned his energy toward solving the worldwide problem of sustainable transportation. As CEO of Arcimoto, he has led the team from concept and startup in 2007, through eight generations of prototype vehicles and a Nasdaq-listed Regulation A IPO, to a public electric vehicle manufacturing company delivering retail production Fun Utility Vehicles (FUVs). Concurrent with production and delivery of the consumer-focused FUV, Arcimoto is developing their fleet offerings focused on the small form emergency services and rapidly growing last mile delivery vehicle markets. Frohnmayer founded the Equal Vote Coalition in 2014 and is the co-inventor of the STAR Voting method. He is also the Executive Producer of the Marble It Up game franchise, available on Switch, Steam, and Apple Arcade. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (FUV),

TDI Podcast: TINA and SFTLR (#730) Sep 05, 2021

Unemployment Report – not so good. AND – that puts the Fed back in play. Labor Day Weekend – Back to School in a new world with new ways. Looking back on interesting times.. 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: (AAPL), (GOOGL), (RTY), (SPY), (QQQ), (FB), (MSFT)

TDI Podcast 729: NothingBurger Aug 29, 2021

Sheer Stupidity – Afghanistan just a terrible mess. Jackson Hole– Powell Speaks - nothing-burger. Meme Stocks – Ramping – for what reason? The Bull / Bear Case explored. And we have listener questions – one of my favorite questions coming up. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (PTON), (JWN), (GOS), (IWM)

TDI Podcast: YCharts with Sean Brown (#728) Aug 22, 2021

Fed taper discussions - 16 mentions in latest minutes. Markets react, but a strange move in bonds told the real story. A clear assault on capitalism in China - what do you expect from a communist regime? This week's theme = Follow The Leader. Sean Brown is the CEO and President of YCharts, an investment research platform that enables smarter investments, better client communications and focuses on helping advisors deliver more value to their own clients. Sean’s passionate about providing advisors with quick access to investment data and modern tools that help them derive and share insights. He believes that advisors require outstanding human support to ensure their success. In his near 30-year-career, Sean’s focus has been on financial services and software, he’s been an executive at several startups, private equity backed firms, and public companies. A Notre Dame and Stanford University graduate, Sean is a proud father and husband, an avid reader, and college football and Chicago Cubs fan. YCharts - 15% Discount Only August 2021 - ~Mention The Disciplined Investor ~ 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: (BABA), (KWEB), (DIDI), (BIDU)

TDI Podcast: Confidence Break (#727) Aug 15, 2021

Crashing consumer confidence - but new market highs, even in Australia. Living La Vita Covid? We explore the many reasons to cheer the reopening, but is this as good as it gets? More insights into market disconnects and why indices are at all-time highs. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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:

TDI Podcast: Bait The Hook (#726) Aug 08, 2021

The short squeeze gang is still around – Robinhood (HOOD) shares fly high. Mixed news on the economic front – employers starting to lose confidence Bond yields test the lows, then bounce and we have a great batch of listener questions. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (HOOD), (SPY)

TDI Podcast: Complacency (#725) Aug 01, 2021

Good news, bad new - earnings season provides insights. Covid worries dominate the tape. The Fed digs in and stays put. Thinking hard about complacency levels and what to do now. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (DIDI), (FXI), (AMZN), (CROX), (BABA), (SPY), (IWM)

TDI Podcast: Curzio Agrees and Disagrees (#724) Jul 25, 2021

Bezos up in space! But back home, bond yields keep coming down. A resurgence of the pandemic trade moves investors to take cover. 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's™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. Follow @frankcurzio Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ 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: (DAL), (HLT), (SPY), (NCLH)

TDI Podcast: Eye Popping (#723) Jul 18, 2021

Smallcaps crushed. EYE popping Inflation The Fed is Oblivious - while twisting the story. Yellen is out there pumping and sellin' - we get to the bottom of what we think is really going to happen with prices. Follow @andrewhorowitz YCharts 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), (NFLX), (SPY), (IWM), (XLF)

TDI Podcast: Jumper Cables (#722) Jul 11, 2021

What was that? A run on rates? 10-year yield plummets to 1.25% - pulling markets down with it. Looks like too much of a good thing was no good. New narratives forming – be careful here… Some important considerations into earnings season. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (SPY), (TLT), (QQQ), (IWM)

TDI Podcast: Goldilocks Fatigue (#721) Jul 04, 2021

Another round of new highs – equity markets are on fire. June employment report brings both joy and concern - it actually makes sense as we get into it. But, we have a Goldilocks situation brewing – looking below the surface today. Plus, an important exercise to help bring you back to center and looking toward your future. And, of course, a very Happy 4th of July to you and yours! 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 - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TLT), (QQQ), (SPY), (EEM)

TDI Podcast: Mid-Year Update (#720) Jun 27, 2021

Walking it back – no surprise here from the Fed - quick game of chicken anyone? New highs – as rally broadens out, S&P 500 indices compared. Coins collapse over weekend – where is the bottom? A quick mid-year update on sectors, regions and indices - looking to confirm the trend. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change. 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 - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (SPY), (QQQ), (IWM), (EEM)

TDI Podcast: Darling to Dirt (#719) Jun 20, 2021

The Fed is More Hawkish – until markets get squirmy of course. Reverse-Repo Madness – record rate on Thursday Flattening Yield Curve – what does that mean anyway? Guest - Steve Sanders, Interactive Brokers, talking about the new crypto offering and industry developments. Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers Group, Inc. His primary role is to market Interactive Brokers’ technology to the world. After having spent fifteen years at Citibank in such diverse functions as credit & risk management, marketing, financial planning, and product structuring, Steve joined Interactive Brokers in 2001. Steve earned an MBA in Finance from the University of Chicago and a BS in Accounting and Computer Science from SUNY Albany. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change. OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Today, you can join OurCrowd’s investment in Zippin — innovating the trillion-dollar retail industry with checkout-free technology. Check it out at http://www.ourcrowd.com/tdi 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 - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (DBC), (QQQ), (DIA), (GLD), (BTCUSD)

TDI Podcast: Themes, Memes and Dreams (#718) Jun 13, 2021

Hot inflation causes no angst - markets taking it is stride, for now. Waiting of the next Fed meeting, rate decision is coming. And our guest today – Elaine Stokes, EVP and Portfolio Manager at Loomis Sayles. Elaine M. Stokes - Loomis Sayles Elaine Stokes is an executive vice president, portfolio manager and co-head of the full discretion team at Loomis, Sayles & Company. She has 33 years of investment industry experience and joined Loomis Sayles in 1988. Elaine is also a member of the firm’s Board of Directors. Elaine is a co-portfolio manager for the firm’s flagship Loomis Sayles Bond Fund, as well as a variety of mutual fund and institutional strategies, including the Credit Income, Fixed Income, High Income, High Income Opportunities, Institutional High Income, Investment Grade Bond, Investment Grade Fixed Income, Strategic Alpha and Strategic Income funds, and the Loomis Sayles Multisector Full Discretion, Core Plus Full Discretion, High Yield Conservative, High Yield Full Discretion and US High Yield strategies. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets. Elaine has served as a senior fixed income trader and portfolio specialist. Elaine is co-head and founder of the Loomis Sayles Women at Work Network and is on the executive board for the Strong Women, Strong Girls nonprofit organization. She earned a BS from St. Michael’s College. Interactive Brokers’ Stock Yield Enhancement Program. Earn extra income on the fully-paid shares of stock in your brokerage account. Open an Interactive Brokers account today. Learn More at http://www.ibkr.com/syep 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 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)

Our TOPPODCAST Picks

Follow Us

Stay Connected

HAPPY 15th Anniversary TDI Podcast!

Frank Curzio can be reached by email at frank@curzioresearch.com

Related Podcasts

Links

Stay Connected