The Disciplined Investor

Apr 28 2024 12k
The Disciplined Investor Podcast artwork

The TDI Podcast - Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. Recent guests have included: Andrew Ross Sorkin, Keith McCullough and Adam Curry, Tom McClellan, Frank Curzio along with other great authors and strategists....

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TDI Podcast: Dismal Science (#866)

Apr 28 2024 63 mins  
Kicking off the MegaCap Earnings - some concerning items. Rate Cut Bets Fizzle Yields Keep Rising The VIX – Hovering around 16 And our Guest – Johns Williams from ShadowStats John Williams, founder and publisher of ShadowStats.com. He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Admi

TDI Podcast: Retirement Secrets/Mistakes (#865)

Apr 21 2024 63 mins  
Herky-Jerky market action continues. Powell puts down the gavel. Tariffs enter the picture again And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing.   Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors

TDI Podcast: Robbie’s Matrix (#864)

Apr 14 2024 52 mins  
What commodities look attractive here and why? Inflation CPI reports - just not looking good Major banks kick off earnings season.. Guest: Robbie Miles, CFA - Allianz Global   Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investme

TDI Podcast: Olive Pits (#863)

Apr 06 2024 53 mins  
Gold hitting new highs – and oil is on the rise Easy policy over in Japan While China is stimulating Big employment report moves markets Guest David Gaffen – Editor at Reuters. 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

TDI Podcast: DiWORSEification (#862)

Mar 31 2024 61 mins  
Bang Zoom to the Moon – Bitcoin ramps to new highs - Then again so do equities. Goldilocks – SHE'S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Stra

TDI Podcast: Size Matters (#861)

Mar 24 2024 55 mins  
The Fed – Is Powell throwing in the towel? AI – Profits spreading – lots of money to be made. Apple – dragged down by a new lawsuit. 90 years of evidence, this week's guest says this is the key asset class to own.. Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strateg

TDI Podcast: Bitcoin Blasphemy (#860)

Mar 17 2024 68 mins  
Two more hot inflation reports – stickier than thought. What goes up – doesn't have to come down – but often checks back. Tax season is here – a few friendly reminders Guest – Paul Barron – The Paul Barron Network   Paul Barron is a technologist and futurist that has forecasted various major market shifts in the past 25 years from a 100 billion impact

TDI Podcast: One Sided (#859)

Mar 10 2024 44 mins  
Markets moving – pros thinking about hedging - March is here and thinking about consolidation potential AI hype continues and continues… This week's guest is Thomas Thornton - Hedge Fund Telemetry. 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

TDI Podcast: Tool Sharpening (#858)

Mar 03 2024 47 mins  
Education and implementation of investing techniques. In this episode, we discuss the important aspects investing, best execution and enhancements to a really cool trading platform. This episode's guest: Steve Sanders - EVP at Interactive Brokers. Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he o

TDI Podcast: An Options Primer (#857)

Feb 25 2024 61 mins  
No stopping a speeding freight train A rising tide raises all CHIPS – and boy did they rise Inflation still an issue and the Fed trying to talk markets down (Not working) Guest: Larry McMillan takes us through some interesting options strategies. Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-s