The Disciplined Investor

**TDI Podcast: Investing with Modern Economics (#717)** Jun 07, 2021
June begins – almost at the ½ way point of the year with a big week of economic reports.

This week, a special guest from Astor Funds on investing with modern economics – Astor Fund’s Rob Stein.

**Robert Stein – Chief Executive Officer – ASTOR FUNDS**

Mr. Robert Stein began his career as a project analyst for the Federal Reserve under former Chairman Paul Volcker and later went on to hold senior trading or portfolio management positions with large money-center Wall Street banks. Returning to Chicago in 1994, he formed Astor Financial, Inc., the parent company of **Astor** Asset Management LLC (“AAM”) a registered investment adviser and the predecessor firm to **Astor** Investment Management, LLC. Knight Capital Group (NYSE: KCG) acquired AAM in 2010 and Mr. Stein was appointed to the Executive Committee reporting to the Board of Directors and directly to the Chairman.

In a management restructuring, Mr. Stein re-organized AAM as an independent firm (Astor Investment Management LLC). Mr. Stein is the co-creator of the Astor Economic Index® (AEI), the firm’s proprietary method used to create what we believe is a smoother, more accurate “live read” on the economy. He is also the author of several books, including Inside Greenspan’s Briefcase (McGraw-Hill) and Finding the Bull inside the Bear (John Wiley & Sons). Mr. Stein is the founder of the i-CARE Foundation, an organization that provides an annual grant to Northwestern Hospital to enhance patient experience and is Vice Chairman of the Board of Advisors to GlenKirk, an organization that supports people with special needs. Mr. Stein holds a Bachelor of Science from the University of Michigan.

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**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) , (SPY)

kevin_hoffmann2 — **TDI Podcast: What If I Am Wrong? (#716)** May 31, 2021
How do we dare talk about diversification and compare to a splash of vermouth in a Martini in the same sentence?

Also thinking about a ship at sea heading into a storm, what is the captain to do?

Asking the questions regarding our investments: What if I am Wrong?

Guest Kevin Hoffmann helps us understand more about the potential for a well-diversified portfolio structure.

**Kevin Hoffmann** is a key member of the Horowitz & Company team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads research, operations and analytics for Horowitz & Company.

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 with Horowitz & Company since 2008 and has been central to the development and research within the eNVESTOLOGY, TDI Managed Growth and Global Allocation Strategies.

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**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: (AMD), (GOOG), (INTC), (IBM), (AAPL)

Interactive Brokers - Why IB? — **TDI Podcast: Prepare for Anything (#715)** May 23, 2021
Crazy Crytpo Crush!

Taper Talk has entered the building and One last comment on the pied pipers.

Plus – the elephants in the room are getting restless. Let’s discuss.

Yes – we mentioned stagflation…. Uh oh…

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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: (MSTR), (BTCUSD), (ETHUSD)

**TDI Podcast: Crap In A Bottle (#713)** May 09, 2021
The employment situation is healing.

Treasury and the Fed stumbling over themselves regarding inflation and rate increases – then walking it back.

Tech sell-off – thinking about Peak Earnings with our guest today – Frank Curzio – Curzio Research

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

Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.

**Check out his newsletters. (Free trial subscriptions available)**

He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of **Wall Street Unplugged**.

Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’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

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**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: (RICK), (FB), (PLBY), (MUDS), (GOOG), (JETS), (CZR)

**TDI Podcast: Investing in Online Businesses (#710)** Apr 18, 2021
The Meme rush continues this week – DodgeCoin to the moon – and back already.

Economic conditions gaining momentum, but oddly – Bond yields are backing up. Inflation may not be as transitory as we think – time to take a hard look at your portfolio.

Dominic Wells – Founder and CEO of OnFolio.co explains the benefits of investing in online companies and how to profit from them.

Guest, Dominic Wells is an industry thought leader, international speaker, and 7-figure portfolio business owner, Dom has been buying and growing online businesses since 2014.

He has been featured in Entrepreneur, Mixergy, and countless other publications and podcasts.

Dom is the founder and CEO of OnFlolio – **https://onfolio.co/**

OnFolio acquires and manages a diversified portfolio of online businesses across a broad range of verticals, each with a niche content focus.

Vetting online businesses is second nature for us. We buy businesses that balance consistency, safety, and opportunity for growth, so then our expert team can fix what isn’t working, and accelerate what is. In doing this, we have continued to grow steadily.

Follow @TeamOnFolio

With diversified holdings and years of experience, OnFolio is able to remove most of the risk normally associated with online business investing. We focus on acquiring established and profitable businesses we can leverage with our sales and marketing expertise.

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**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), (QQQ), (TLT), (SPY)

**TDI Podcast: Unknown Market Wizards (#708)** Apr 04, 2021
Learn from the best in the biz. This week’s guest, Jack Schwager gives us a peek into the world and habits of the most successful traders.

Plenty to like in the markets as the the world is slowly reopening and the economic backdrop is strengthening. But there are some warnings signs emerging.

Looking at the blowout employment report and what that could mean for interest rates and markets.

Plus: What to do with that misplaced FOMO? We get into it…

Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (**FundSeeder.com**), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities.

Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020), Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series.

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**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: (ARKK), (TSLA), (TLT)

TDI Podcast: What Is Value Anyway? (#707) Mar 28, 2021

Friday was best final hour surge for the markets in months and months. Yields take a breather as end of quarter rotation benefits fixed income. It is a celebration of our 14 year anniversary show – our good friend; Vitaly Katsenelson and bringing back the first guest we ever had on the show. Born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk Plus, a surprise visit from the first-ever guest on The Disciplined Investor Podcast, Mr. Brian Freeman. Brian is now retired after almost 50 years of broadcasting experience across various states and networks around the country. In this episode, we catch up with him to see how media has evolved over the years and his thoughts on being the first guest for this legendary podcast. Follow @andrewhorowitz Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/SYEP 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: Liquid Expectations (#706) Mar 21, 2021

We have spiking rates, inflation Fears and volatile markets - Not the market for the weak handed. Guest today- John Bartleman– President of Tradestation, discussing new crypto initiatives and new models for brokerage and trading. Plus - a dive into the reasons why rates are trending higher and what may be the next leg for this move. John Bartleman serves as President of TradeStation Group, Inc. and is a member of its Board of Directors. Prior to those roles Mr. Bartleman served as Vice President of Brokerage Operations and Chief Growth Officer of TradeStation Group and Vice President of Product Management of TradeStation Securities. Prior to joining TradeStation, Mr. Bartleman was a Research Systems Analyst for Franklin Templeton Investments. Mr. Bartleman received his bachelor's degree in International Relations and Political Science from Florida International University and a master’s degree in Business Administration from Nova Southeastern University in Fort Lauderdale, Florida. Check out Tradestation Follow @tradestation 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: (BTCUSD), (ETHUSD), (USDC)

TDI Podcast: Betting the Farm (#705) Mar 14, 2021

Massive bounce for markets – DJIA and Small-Caps rip higher. Correlations high for key rates and equities. Its official – another $1.9 trillion stimulus has been signed into law – more on the way it seems. Talking about farmland investing with our guest, Farm Together with Artem Millinchuk, Founder and CEO of Farmtogether. PLUS - learning about averaging down during extreme volatility. Artem Millinchuk has over 11 years of finance experience in food, agriculture, and farmland. Prior to founding FarmTogether, Artem was employee #1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for? buying and selling? produce. He previously worked at Ontario Teachers' Pension Plan, Sprott Resource Holdings, E&Y and PwC. More on FarmTogether Artem holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Follow @FarmTogetherhq Follow @andrewhorowitz Savvy investors use PortfolioAnalyst to create a consolidated view of their finances and check the health of their complete financial portfolio.Sign Up for Free at PortfolioAnalyst.com 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (ARKK), (TSLA), (QQQ), (IWM), (DIA), (DXY), (TLT)

TDI Podcast: Avoiding Tax Whammies – Dan Pilla (#704) Mar 07, 2021

And just like that – things change – or do they? Hearing a loud crunching sound as high beta stocks are put through the grinder. Gut check time as key rates continue to move higher. We are in the midst of tax season and there are plenty of questions to get answered with out guest, tax expert and noted author - Dan Pilla, CPA. 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 Follow @andrewhorowitz Interactive Brokers’ Mutual Funds Marketplace provides low-cost access to more than 40,000 mutual funds, including 36,000 no-load funds and 8,300 no transaction fee funds. Learn More at http://www.ibkr.com/funds 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 Nexa3D, a 3D manufacturing innovator that’s shaping the future of a projected one-hundred-and-fifty-billion-dollar market. 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 - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (ARKK), (TSLA), (QQQ), (IWM)

TDI Podcast: Leeb on China, Gold and Commodities (#703) Feb 28, 2021

Markets Do a double take as rates spike on inflation fears The MOMO stocks take a beating, the Meme Stocks take off – then fizzle. Guest – Dr. Stephen Leeb – Author of China’s Rise And The New Age Of 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 Follow @andrewhorowitz Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/SYEP 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), (SLV) , (BTCUSD), (AKRK)

TDI Podcast: Block Stirs Up Muddy Waters (#702) Feb 21, 2021

Muddy Waters Research founder Carson Block is our guest. We dive into the history of some of the greatest frauds in years and how he helped to uncover many of these. China is in the spotlight Carson explains the fascinating rise and fall of Orient Paper and Sino-Forest. But the real deal we discuss is how passive investing may be creating a ticking time bomb. The math of how passive investing (ETFs) lever markets and price. We also talk about the benefit of short-selling and how there is still a place for Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Mr. Block is also the founder of Zer0es TV (www.zer0es.tv), an online channel dedicated to short selling related video content. Bloomberg Markets Magazine named Mr. Block as one of the “50 Most Influential in Global Finance” in 2011. The following year, Muddy Waters received the prestigious Boldness in Business Award from the Financial Times. In September 2015, Mr. Block was featured in the book, The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions, by former Bloomberg writer Richard Teitelbaum. He is also featured in the 2018 documentary The China Hustle. Muddy Waters gained fame in 2011 following the publication of its research on Sino-Forest Corp., which exposed the company as a massive fraud. Activist campaigns conducted by Muddy Waters have led to numerous financial restatements by companies, eight de-listings, over $100 million in restitution paid to investors, and over $50 million paid to regulators. Mr. Block appears frequently as a commentator on Bloomberg Television, CNBC and the BBC. He has written op-eds in the Wall Street Journal, Financial Times, and New York Times on various topics related to improving corporate governance and market transparency. Prior to forming Muddy Waters, Mr. Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China. He holds a B.S. in business from the University of Southern California and a J.D. from the Chicago-Kent College of Law, where he has also served as an adjunct professor. Follow @muddywatersre Follow @andrewhorowitz Financial Advisors - Looking to switch custodians? Check out Interactive Brokers! Learn More at http://www.ibkr.com/ria 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 Future Family — Future Family is a category-leading platform combining fintech and digital health to provide affordable, personalized fertility care. 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 - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (OSTK), (GSX), (YY), (NNOX)

TDI Podcast: Debunking Market Myths (#701) Feb 14, 2021

The greatest casino in the world! Stock making all sorts of moves – pops and drops, so what to trim and why to trim. Bitcoin hits record, Stocks hit a record, and I feel like a broken record... Debunking some of the well known market narratives, in other words; correlation does not imply causation. It is official, TDI - the longest running financial/investing podcast in history! And listener questions… Follow @andrewhorowitz Savvy investors use PortfolioAnalyst to create a consolidated view of their finances and check the health of their complete financial portfolio.Sign Up for Free at PortfolioAnalyst.com 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/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (QS), (HTZ), (XLE)

TDI Podcast: Anthony “Pomp” Pompliano (#700) Feb 07, 2021

Meme stocks deflated, while markets turn higher to start the month Tech stocks continue to post impressive earnings this quarter. $1.9 trillion stimulus looks promising and our guest is Anthony "POMP" Pompliano - talking digital assets and the future of finance.

TDI Podcast: Economic Justice? Ross Gerber Guest (#699) Jan 31, 2021

Wrecking the house – social justice and financial equity for all! Markets take a hit as a crowd driven squeeze causes mayhem No bubbles here say Powell And our Guest – Ross Gerber, CEO of Gerber Kawasaksi – breaking down the Gamestop (GME) craziness and providing insights on EV trends.

TDI Podcast: Frat Toga Party! (#698) Jan 24, 2021

Face ripping short squeezes, IPO madness and SPAC-Taculars. Yellen is all in on debt financed stimulus and that made for a nice week for equities. Plus our guest for this episode, Steve Sanders, EVP of Interactive Brokers. 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 Future Family — Future Family is a category-leading platform combining fintech and digital health to provide affordable, personalized fertility care. 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: (TLRY), (GME), (KODK),, (HTZ), (IBM), (INTC), (GLD), (BTCUSD)

TDI Podcast: Confidence Game (#697) Jan 17, 2021

Another $1.9 Trillion Stimulus deal in the works - will it ever end? Major markets slipped for the week as employment concerns are slipping back toward the million/week mark. And earnings season begins - banks disappoint. Plus - a look at what happens with overconfidence. 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. 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/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TSLA), (BAC), (JPM), (WFC), (GLD), (TIPS)

TDI Podcast: Scaring Ourselves Silly (#696) Jan 09, 2021

10-year above 1% - Is this a big deal? The employment situation weakens and the Dems take the 2 Georgia seats – what does that actually mean? Why do we look to purposely scare ourselves out of markets with a long list of unsettling items?? You have to listen - some may be on your list. And, a couple of listener questions! Follow @andrewhorowitz Check out - 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: (TSLA), (SPY), (BTCUSD), (TAN), (BIDU), (BABA)

TDI Podcast: Your Goldilocks Moment (#695) Jan 03, 2021

Never let a crisis go to waste – That’s what they say! $900 billion "down-payment" approved. A look back on 2020 and what may be in store for 2021. Plus - achieving your goals starts with this.... Follow @andrewhorowitz Check out - 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: (IWM), (SPY), (BTCUSD), (QQQ)

TDI Podcast: Financial Dams and Rivers (#694) Dec 26, 2020

Wrapping it up – Sending it out - the last few days of 2020 are counting down. That means - this is the last show for this year! Stimulus deal squashed and a look at sectors along with a quick 2021 outlook. Follow @andrewhorowitz Check out - www.ibkr.com/syepAre you looking for ways to earn extra income? Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. 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), (TSLA)

TDI Podcast: Tough Decisions Tenderized (#693) Dec 20, 2020

The Horses are turning the corner, coming down the stretch as Congress is pushing a decision until the 11th hour. News from the FED and we have listener questions to be answered! We dig into the M1 Money Supply chart and have a great discussion with our guest, author and Certified Financial Planner - Veronica Karas. Veronica Karas is a Certified Financial PlannerTM Professional who has been in the finance industry for over a decade. She began her career in life insurance then quickly moved into investment research before grabbing the opportunity to pursue her passion for financial planning. She enjoys the variety of helping clients from all walks of life achieve their financial goals and works with individuals and couples to minimize their tax burdens, maximize their savings and investment earnings, understand college funds, organize their estate planning, and everything else that touches their financial lives. Veronica’s passion is guiding people to make sound financial decisions and become financially independent in a way that works for them. She feels a deep sense of commitment to her work and truly feels grateful for every single client and colleague she has had the pleasure of working with over the years. In addition to her CFP® designation, Veronica also has an MBA & a Life & Health license. In her spare time, Veronica spends time with her husband and rescue pet in Port Washington, NY, and enjoys educating youth around the tri-state area in all areas of financial literacy and mentoring others as a Transformational Life Coach. She is committed to helping every single person she possibly can to achieve Financial Freedom! Follow @andrewhorowitz Financial Advisors Check out - http://www.interactivebrokers.com/riaFinancial advisors – are you looking to add or switch custodians? Are you going independent? Interactive Brokers provides lowest cost trading and turnkey custody solutions for all-sized firms 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: (JPM), (BAC), (C), (TSLA)

TDI Podcast: Insights From My Grandfathers (#692) Dec 13, 2020

Emergency Use Authorization Granted! Stocks finish the week lower – bitcoin gets blasted. We have one extra week for the government to get funded and some important lessons from my Grandfathers. Plus - a look at what is moving markets. Follow @andrewhorowitz Check out Why IB? - http://www.interactivebrokers.com/whyibInteractive Brokers charges margin loan rates from 0.75% to 1.59%. Interactive Brokers charges margin loan rates from 0.75% to 1.59%. Their clients can also earn extra income by lending their fully paid shares of stock. 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/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TSLA), (EEM), (JETS), (ABNB), (DASH)

TDI Podcast: VROOOOOOOM (#691) Dec 06, 2020

VA VAV VROOM – Markets sporting higher on stimulus hopes! Weakness in employment reports is confirming outlook. Overbought conditions appear – won’t matter – until it matters. 10-Year Treasury bumping up toward 1% - what does that mean for interest rate sensitive investments? All this and much more.... Follow @andrewhorowitz Check out Portfolio Analyst - http://www.portfolioanalyst.comInteractive Brokers, the professional’s gateway to the world’s markets. Their clients enjoy enhanced price execution via IB SmartRouting, and lowest cost access to stocks, options, futures and fixed income from a single integrated account 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), (JNK), (SPY), (IWM), (VNQ)

TDI Podcast: Bamboozled Much? (#689) Nov 22, 2020

Covid spikes causing more lock-downs and rollbacks - But vaccine hopes help to keep a floor under markets Everything is coming up Electric! We need to start thinking about year end moves. Tax harvesting best practices and how to prune your portfolio into the year-end. 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: (FB), (ZM), (PTON), (W), (MSFT), (TSLA), (TAN)

TDI Podcast: What Was Hot – Is Not (#688) Nov 15, 2020

The Presidential race has been called – The Biden/Harris Ticket has it… Amazing News – A vaccine announcement with over 90% efficacy. Small-caps rage higher off the news, leisure stocks, airline, cruise, banks all rise. Happy Days may be here again and listener questions answered… 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 - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (GLD), (EEM), (PFE), (SPY)

TDI Podcast: The Time is NOW! (#687) Nov 07, 2020

The election may be over, but the results are not clear. Markets Rally – The best week since April, but stimulus efforts are now moving to a skinny plan. We have a new Gameplan for a new government - what to look for and how to position a portfolio. 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 Cyabra — an AI-enabled platform that uncovers online disinformation and deepfakes. Check it out at http://www.ourcrowd.com/tdi Andrew's discussion with Frank Curzio - https://youtu.be/pwEjWz58-Pk Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (EEM), (GLD), (SLV)

TDI Podcast: Podcasting 2.0 with The PodFather (#686) Nov 01, 2020

The Podfather - Adam Curry is our guest this week and it is quite the lively discussion. Plus, markets hit a speed bump – or is that a sink hole ? Election day is right around the corner – hoping for a quick declaration of a winner. (Hoping) Everything you need to know about the history and future of podcasting. Adam Curry is a podcaster, announcer, internet entrepreneur and media personality, known for his stint as VJ on MTV and being one of the first celebrities personally to create and administer web sites. Also known for co-hosting the No Agenda Show, in the 2000s, he first became involved in podcasting, and has been called the 'Podfather' because of his efforts. Curry was born in Arlington, Virginia, but lived in Amstelveen, Netherlands, from 1972 to 1987. After a time working in Dutch pirate radio at Radio Picasso in Amstelveen and Radio Decibel in Amsterdam in the early eighties under the pseudonym "John Holden", he got a break in broadcasting as the host of the Dutch weekly pop-music television program Countdown, and the English version of the same show, which was broadcast on pan-European music channel Music Box. He also hosted several other radio and television programs for the Dutch broadcast station Veronica. Aside Countdown, in the Netherlands Adam Curry is mostly known for his part in the Curry and Van Inkel Radioshow (together with Dutch DJ Jeroen van Inkel), broadcast on Radio 3 for Veronica between 19:00 and 22:00 on Friday. In 1987, Curry became a VJ for MTV. Besides making spot appearances between music videos, he was also a host of the programs Headbangers Ball and MTV Top 20 Video Countdown in which he interviewed stars like Michael Jackson and Paul McCartney. While working for MTV, he also did radio work, including drive-time host for the New York City radio station WHTZ, and host of the national program HitLine USA. PodcastIndex.org Bingit.io Follow @AdamCurry Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration A special thanks to Dame Jennifer (Jennifer Buchanan) for this episode's artwork! Stocks mentioned in this episode: N/A

TDI Podcast: ISA’s – Investing in Education (#685) Oct 25, 2020

The future of student loan debt may have a solution and we discuss with our guest, Charles Trafton, CEO of Edly. The countdown is counting down as we are awaiting big tech earnings, the election and a stimulus package. Plus - what to do with commodities right now - especially the energy component? Charles Trafton, Co-founder and President of Edly, Inc. Chuck is responsible for Edly originations, working with schools and student channels to create ISA contracts. Chuck has two decades of experience investing and lending in the technology, education, and financial sectors. His prior experience includes portfolio manager and analyst at The Boston Company Asset Management, a $55 billion asset manager from 2006-2013 and FlowPoint Partners, an alternative asset manager. From 1994-2006 Chuck was an award-winning research analyst, including being voted an Institutional Investor magazine “All-America Equity Research Analyst” in 1997 at Canaccord Genuity (formerly Adams, Harkness & Hill) and a Greenwich Associates “4-Star” Analyst in 1996 at Cowen & Co. Chuck graduated cum laude with a degree in Finance from Boston College and lives in North Andover, MA with his wife, three children and two bulldogs. Follow @ChuckTrafton About Edly Edly offers an alternative to student loans that’s designed to be more affordable and accessible for students. At Edly, they strive to offer affordable and flexible funding solutions for students. They partner with schools and investors to provide students with flexible payment plans, tailored to suit their lifestyles and career choices. For investors, Edly allows investors to invest in the education of students and get paid a percentage of the students’ future earnings. Edly seeks investments in ISAs that they believe are likely to produce attractive risk-adjusted returns for investors, while also providing access to education for promising students. Follow @edlyISA Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (@CL.F), (OIL), (@NG.F), (GLD), (SLV)

TDI Podcast: This Risk Needs Attention (#684) Oct 18, 2020

Elections – 2 weeks away and all major US Indices are in the green for 2020. Inflation is starting to show through - some ideas on where to invest to help offset the impact. All eyes on the stimulus – not looking likely before the election Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (GLD), (SLV), (MSFT), (INTC), (USD)

TDI Podcast: Portfolio Prep Time (#683) Oct 11, 2020

Markets - up and over the 50-day Moving Average. Watching one forgotten sector NOW on the rise - and earnings season this coming week. Looking at the Polls and Pundits – both of which are usually wrong and how to consider positioning your portfolio. CHECK IT OUT! Read the Masterworks Disclaimer Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (XLF), (FB), (TWTR), (C), (BAC), (WFC), (GS), (MS)

TDI Podcast: Surveillance Capitalization with Dr. Smith (#682) Oct 03, 2020

Dr. Richard Smith is our guest this week - talking about the weaponization of social media is social media and the TikTok deal. And...how quickly things change – the COVID fight continues as we are hopefully getting closer to a stimulus bill. Plus, a mixed jobs report - and filtering and stepping back from the screen... 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 Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (GOOG), (FB), TWTR), (SNAP)

TDI Podcast: This Little Ditty (#681) Sep 25, 2020

Heading into the end of the quarter, the bull/bear fight continues. Large-caps fall but small-caps fall further. Massive outflows, the election and this little ditty is another possibility to blame for the recent sell-off. Oh, and a few financial tips to help you save some $$$ right now. CHECK IT OUT LINK DISCUSSED - Facebook Class Action Settlement Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (FB)

TDI Podcast: Trading Sardines with Raschke (#680) Sep 20, 2020

Linda Raschke is our guest and what a great discussion we had. She teaches us all about Performance, Longevity and Consistency - the keys to trading success. The Fed puts it all on the table, but confuses markets - but is that the whole story? There is much more to this as tech takes another leg down – chalking up 3 weeks of pain. Yet small-caps charge on with a great week, soooo....what is really going on? We get to the bottom of it and where the money is going. Linda of LBR Group began her professional trading career in 1981 making markets in options as a member of two exchanges. She became a registered CTA (Commodity Trading Advisor) in 1992. Since then, she has been the principle trader for several hedge funds and started her own hedge fund in 2002 for which she was the CPO (Commodity Pool Operator). Linda’s hedge fund was ranked 17th out of 4500 for best 5 year performance by BarclaysHedge and her early successes were recognized by Jack Schwager in his renowned Market Wizards series. Linda retired as a CPO and CTA in 2015. However, she continues to trade daily for her own account….the same managed money program she has traded since 1992. In the world of professional trading and money management, Linda Raschke stands out from the crowd for three factors: Performance, Longevity and Consistency. Publications: “Trading Sardines” was released in January 2019 by Daughters Press and is available on Linda’s website. An astounding 45% of the book sales have been international. Linda is also the co-author of “Street Smarts: High Probability Trading Strategies for the Futures and Equities Markets” with Laurence A. Connors. She has been featured in dozens of financial publications, radio and financial television programs. She has also served on the Board of Directors for the Market Technician’s Association and was President of the American Association of Professional Technical Analysts for two terms. Follow @LindaRaschke Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (C.F) (ES.F), (AAPL), (QQQ), (SNOW), (IFRG)

TDI Podcast: Adapting to Moral Hazards (#679) Sep 13, 2020

Moral Hazards in these times are starting to show within a few specific sectors. Markets take another leg down – lead by tech shares. Just about 50 days until the election – still no serious plan from either party as Fauci says we won’t get back to normal daily life until late 2021! Adapt, Adjust and Avoid - the basic plan in with highly accommodative policies. Plus, a look at a fresh report on residential real estate - this is amazing.... Read the Masterworks Disclaimer Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (TSLA), (XLRE), (TWTR), (VMW)

TDI Podcast: Palate Neutrality with Paul Barron (#678) Sep 06, 2020

Markets take a beating as bloated valuations come under attack. US Economic data points to a continuing recovery. VIX spikes to 38 - interesting move this week. And our guest is Paul Barron, founder of the Foodable Networks. We discuss repercussions related to the pandemic like Societal Damage, Ghost Kitchens, Palate Neutrality and more. Paul Barron is a technologist and futurist that has forecasted various major market shifts in the past 25 years from a 100 billion impact on the restaurant and retail business to the impact of social media on our society in 2007. He has built the next era media platform for professionals based on video, podcasts, and on-demand content strategies that is re-mapping modern-day media. As an award-winning author, speaker, filmmaker, and consumer behavior analyst with over 25 years in technology and digital media, he is bridging the gap between the next generation of companies and how they connect to a completely new consumer. His accolades include: 2019 Top 8 Industry Thought Leaders, 2018 #1 Most Influential in Food, 2018 Studio 50 Creative & Technologist Award Winner, 2017 Top 35 Industry Leaders to follow, 2016 Author of the year, 2015 James Beard Nominee, 2015 "Forbes" Top 50 Most Influential, 2012 Trendsetter of the Year, 2012 author of "The Chipotle Effect", founder of "Fastcasual.com", and the executive producer of the documentary Fast Casual Nation - Changing The Way America Eats and his new book, Decade of Disruption set for 2020. Industry veteran Paul Barron takes restaurant business insights to the next level. The restaurant industry isn't just the business of food. It's a cross-functioning, multivariate entity that touches almost every industry — after all, everyone needs to eat. So, why not learn from the greats from all businesses? Connect the dots, read between the lines, build innovative strategies, become a thought leader, get the inside scoop on trends and open your eyes to the full vision of restaurant and hospitality with The Barron Report. About Foodable Network Foodable is a next-generation media company that focuses on delivering premium video, podcast, and virtual event content in a B2B educational format. Led by a team of digital media pioneers with over 20 years if digital media experience, Foodable Network is the leading new media property for the restaurant and hospitality industry. We don't stop there, our focus on a new content distribution model sets us apart from all the competition. We are experts on delivering our video podcast and virtual event content into leading platform partners like Apple, Google, Spotify, Amazon, and more. Additionally, we have developed the most extensive index of foodservice industry professionals in Foodable Labs and continue to connect our API to the leading tech and digital platforms to continue to grow our audience. Follow @Foodable Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (MSFT), (NCLH), (XLF), (QQQ), (SPY)

TDI Podcast: The Elephant in the Room (#677) Aug 31, 2020

The Fed turned off all safety protocols - what does that mean for inflation? We have an imposter alert - need to get this taken care of.... Rapid testing – new approval is good for the reopening trade and listener questions answered. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (TSLA), (GLD), (WMT), (MSFT), (ORCL), (KODK)

TDI Podcast: Idea Generation with TradingView (#676) Aug 22, 2020

The leviathans of the stock universe are just getting bigger as splits seem to be tickling investors' fancy. The Fed is slow rolling their next move and a skinny fiscal stimulus plan is being discussed. Pierce Crosby is the General Manager for TradingView.com Our guest, Pierce Crosby of Trading View takes us through a tour of the TradingView platform. From charting to screens and idea generation. This state of the art platform provides features for traders and investor alike. Pierce Crosby is the General Manager for TradingView, Inc. At TradingView, Crosby heads up the U.S. revenue and business operations, including enterprise services, customer services, marketing, events and sales. Crosby brings a combination of enterprise sales experience, operational improvement and global go-to-market expertise to his work in ensuring TradingView’s U.S. initiatives. Having driven growth strategies within several business units at StockTwits, Crosby will also focus on fueling TradingView’s continued expansion into Europe and Asia. Crosby was most recently the head of business development and revenue strategy for a large US social financial network StockTwits, where he led the growth and development of the multimillion-dollar advertising, data and events businesses as well as other strategic business initiatives. Prior to StockTwits, he spent time within Thomson Reuters’ Breakingviews unit, conducting research on top-tier financial technology and banking institutions. He received a Masters from Columbia University's Graduate School of Journalism, and a bachelor's degree from the University of California, Santa Cruz. About TradingView TradingView is an advanced financial visualization platform with the ease of use of a modern website. Whether you are looking at basic price charts or plotting complex spread symbols with overlaid strategy backtesting, we have the tools and data you need. TradingView is the most active social network for traders and investors. Talk to millions of traders from all over the world, discuss trading ideas, and place live orders. Enjoy an unparalleled experience, even from iPads or other devices, which were only previously possible only with high-end trading stations. Follow @TradingView Read the Masterworks Disclaimer Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (QQQ), (AAPL), (WMT), (LOW), (HD), (TGT), (GOOG), (TSLA), (SPY)

TDI Podcast: Inside the Fed with Danielle DiMartino Booth (#675) Aug 16, 2020

In this episode, we get deep insights on the Fed’s thinking with our guest, Danielle DiMaritno Booth. She gives us her thoughts on how far off their mandate they are an what they may be thinking about doing over the next few months. Stock splits are all of a sudden, a hot topic. What exactly does a split do and what stocks may benefit from this trend? We have some answers. Plus – an sneak peak at what our fundamental screens are showing us right now. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (TSLA)

TDI Podcast: Conflicted and Compromised with Hedgeye’s McCullough (#674) Aug 09, 2020

Keith McCullough of Hedgeye is our guest for this episode. We poke at the conflicted and compromised on mainstream media and discuss those "Garrulous Characters". Stimulus plans on the rocks - will they extend the Federal unemployment program? Perhaps an Executive Order will do the trick to shake things up. The trend for the U.S. dollar is discussed as well as the all important Hedgeye Quads and the Hedgeye Risk Range. Keith gives his take on which sectors and markets will benefit in this Quad.. Exclusive Offers from Hedgeye for The Disciplined Investor Podcast Listeners The Macro Show 30 Days Free Everything you need to know before the market opens. Contrarian insight to get you ahead of big market moves. Viewer Q&A: Have a question? Ask Keith during the live Q&A. Archive access to over 1,000 shows. Prior to founding Hedgeye Risk Management, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management. Keith has been a regular market guest on financial TV and radio for many years including CNN and Fox Business, as well as a contributor for CNBC and Bloomberg. He now hosts The Macro Show weekday mornings on HedgeyeTV which was featured in a Huffington Post story, "Meet The Man Who Wants To Build The ESPN Of Finance." He is the author of the popular book, Diary of a Hedge Fund Manager and regularly shares his market and economic commentary on Fortune, Investopedia and other financial websites. He began his career as an institutional equity sales analyst after earning an economics degree from Yale University. While at Yale, he captained the men's ice hockey team to a Division I Ivy League Championship. About Hedgeye Hedgeye is a bold, trusted, no-excuses provider of real-time investment research and a premier online financial media company. Hedgeye's all-star research team is unafraid of rocking the boat and is committed to delivering the highest caliber investment ideas through rigorous quantitative, bottom-up and macro analysis with an emphasis on timing. In 2008, Hedgeye was born with hedge fund-quality research for everyday investors in mind. They envisioned a level playing field between everyday investors and Wall Street. Their founding principles remain transparency, accountability and trust. Hedeye's risk management approach to investing is different than what you’re accustomed to. The believe that their process will make you a sharper investor and reshape how you think about financial markets. For those of you interested in learning more about their unique approach to financial markets, the Hedgeye team has created an introductory video where Keith walks through their Macro process. You can watch it HERE. Follow @Hedgeye Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (AMZN), (GLD), (SLV), (BTC), (FB)

TDI Podcast: Hunting The Great Grift (#673) Aug 01, 2020

A strong July comes to a close as earnings from tech giants wow the street. Congress is hitting a wall on new stimulus package - something has got to give (and will). Plus, unraveling the Kodak grift with the help of our guest – back by popular demand - Ben Hunt, creator of Epsilon Theory and co-founder of Second Foundation Partners. Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company’s investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory. Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts. Follow @EpsilonTheory He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient’s own portfolio managers and its financial advisor clients to improve client outcomes. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions". Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (APPL), (GOOG), (MSFT), (DXY), (EEM), (FB), (KODK)

TDI Podcast: Am I Really Diversified? (#672) Jul 25, 2020

So much for the Rally – Tech Turns Tail. The Earnings deluge is upon us - big week ahead. Gold and Silver – rocketing higher on a soft USD. July is just about over – good markets, but good riddance! Some homework for listeners and a look at what to expect once the stimulus runs out. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (GOOG), (AXP), (GLD), (SLV), (BTC), (MSFT), (QQQ), (FB), (INTC), (TSM), (AMD)

TDI Podcast: The Best Bear Market (#671) Jul 18, 2020

Stocks up , Gold Up, Silver Up, Bonds Up, Case Count Up, Fed balance Sheet Up, Deaths Up, Unemployed Up , Everything is UP UP UP! – oh except trading volume…. And a look into the best kind of bear market.. Plus - listen to what we are discussing in our recent quarterly commentary. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AAPL), (GOOG), (MRNA), (AZN), (IWB), (IWF), (IWD), (NCLH), (CCL), (AAL)

TDI Podcast: K-Shaped Recovery (#670) Jul 11, 2020

Rolling W’s or a "K" Shaped Recovery? We take a look at what this could mean and if it is even possible. While cases rise, new hope for treatments arrive. SPAC’s are on fire - let's discuss. Listener Call-in Questions are answered. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (EEM), (JNUG), (PEP), (C), (JPM), (WFC), (GS), (UNH), (SNBR), (MS)

TDI Podcast: In The Dark (#669) Jul 04, 2020

Markets roar back with economics looking a bit better. The employment report rings a positive tone, while the Pandemic is ravaging our personal health. We take a look at the past quarter's winners and losers and even squeeze in a few listener questions…. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (XLF), (SPY)

TDI Podcast: Going in Reverse (#668) Jun 27, 2020

Going in Reverse – Positivity Rate up – Phased openings in question. Banks Slammed on a one-two punch. Coming down to the end of the month and end of the quarter – the horses can smell the barn. And a First – Listener Call-ins – Your questions answered Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (HTZ), (AAL), (UAL), (SPY), (GS), (BAC), (MS), (WFC)

TDI Podcast: Investing Masterpiece (#667) Jun 20, 2020

The wild roller coaster ride continues as Covid Cases and hospitalizations spike. Markets are concerned but not too worried and Getting Artsy – with out guest Scott Lynn, CEO and Founder of Masterworks. We are talking Banksy, Clyfford Still, Jackson Pollock and more... Scott Lynn has been an active collector of contemporary art for more than fifteen years and has built an internationally-recognized collection of Abstract Expressionism that has included works by Clyfford Still, Barnett Newman, Mark Rothko, Willem de Kooning, and more. In addition to Masterworks, Mr. Lynn serves on the board of v2 ventures (Adparlor, Giant Media, Reachmobi, Amply, and Sellozo), Payability, and the Brooklyn Rail (a non-profit publication in the art industry). Read the Masterworks Disclaimer Follow @MasterworksIO Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (AMC), (JETS), (NCLH)

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