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Andrew Horowitz - Host

The Disciplined Investor

October – will history repeat?

New tariffs announced - again.

Thinking about 401k plans - innovation or exploitation?

And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley

 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)

Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.

A leading expert on the international monetary system and global finance, his research covers the history of global financial crises, the international monetary system, economic history, and the causes and consequences of populism.

Dr. Eichengreen holds fellowships from several institutions, including the National Bureau of Economic Research and the American Academy of Arts and Sciences, and has previously served as a Senior Policy Advisor at the International Monetary Fund (IMF).

Learn More at http://www.ibkr.com/funds

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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/

Stocks mentioned in this episode: (BTCUSD), (ORCL), (OKLO), (QQQ)

TDI Podcast: Decoupling Stability (#941)

Stocks take a breather after a huge run.

Economist talking out of both sides of their mouths.

Circular finance and vendor financing – all the rage.

Andrew Wilkenson, Director of Trading Education at Interactive Brokers.

 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)

Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.

Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders’ Insight, Traders’ Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL.

Learn More at http://www.ibkr.com/funds

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: (CRCL), (KSS), (FIOG), (WMT), ROST), (NVDA), (TSLA)

TDI Podcast: Traders’ Campus (#940)

The FED – CUTS as expected

Dot Plot turns dovish

Market – not much of a move really

Rug pulls – moving out of cryto and into IPOs

And we are talking taxes and crypto – with our guest Pat Camuso

 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)

Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession.
Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space.

Learn More at http://www.ibkr.com/funds

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: (/BTC), (/ETH), (TSLA), (OKLO)

TDI Podcast: The Crypto Taxman (#939)

Inflation is up and its down.

We have revisions and a weakening jobs market.

10yr Treasury trying to break below 4%.

And a new top dog is crowned.

Our guest, Peter Schiff of Europacific Global.

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets.

Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign.
Check Out EuroPacific Capital

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Check this out and find out more at: http://www.interactivebrokers.com/

Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

Stocks mentioned in this episode:(MSFT), (ORCL), (AMZN), (GLD), (NEM)

TDI Podcast: Schiff – Monetary Overdose (#938)

We asked about Frank to the AI bot and listen to what it said.

Eco, Fed and Valuations

False Market Values - are they a thing? We get to the bottom of that question.

Guest, Frank Curzio – Curzio Research - the outlook into the end of the year.

Agentic AI - something to look into...

 

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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three 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

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

Stocks mentioned in this episode:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)

TDI Podcast: Masterminding (#937)

Markets react to the chance of a rate cut.

Summertime lull was anything but boring.

September and October await – two of the seasonally worst months for markets.

And our guest – Danielle Park, Venable Park Investment Counsel Inc.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Follow @andrewhorowitz
More information available on Horowitz & Company's TDI Managed Growth Strategy

With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money.

She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada.

Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite

Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors.

Check this out and find out more at: http://www.interactivebrokers.com/

Stocks discussed in this episode - (NVDA), (GOOG), (SPY), (QQQ)

TDI Podcasts: The Mosh Pit (#936)

Big shoes to fill at the Fed.

Taking pruning sheers to the MoMo names.

Is that it for the year? Digestion phase is upon us.

Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals!

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

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.
Check out Left Brain Investment Research

Follow @andrewhorowitz

Check this out and find out more at: http://www.interactivebrokers.com/

Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)

TDI Podcast: The Digestion Phase (#935)

Home country bias - not benefiting you this year.

CPI inflation - not as bad on the top line - under the surface more to look at.

Global Momentum fund review - and new Exchange ETF opportunities for tax benefits.

Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.

 

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

Stocks mentioned in this episode: (GLD), (SPY), (QQQ), (IWM)

TDI Podcast: Opportunities Within Chaos (#934)

The Bend and Snap – a one day sell-off is all it takes

Services PMI is just about the contraction zone

Economic reports softening – markets begging for a rate cut

This episode's guest: our good friend , author and former banker Satyajit Das – all the way from down under

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.

Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021)

He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch

 
Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

Stocks mentioned in this episode: (AMZN), (TLT), (AMD), (AAPL), (NVDA)

TDI Podcast: The New Market Mantra (#933)

F1 Racing and the markets.

Earnings, economics and the Fed.

The casino - zero date options.

Thomas Thornton, Hedge Fund Telemetry is this week's guest.

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

 

 

Stay Updated

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.
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Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

Stocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)

TDI Podcast: Telemetry Hedging (#932)

March needs a miraculous ending to force green.

Tariffs - a means to their own ends. What does that mean?

Gold continues its ascent.

Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.

Our guest this week – David Gaffen, Break News editor at Reuters.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.

In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.
Follow @DavidGaffen

Check this out and find out more at: http://www.interactivebrokers.com/

Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.

Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (GLD)
Follow @andrewhorowitz

TDI Podcast: All Tariffs All the Time (#914)

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