The Disciplined Investor-logo

The Disciplined Investor

Markets and Investing

Investment Disciplines and Timely Advice.

Investment Disciplines and Timely Advice.

Location:

United States

Description:

Investment Disciplines and Timely Advice.

Language:

English


Episodes

TDI Podcast: Curzio on What Could Crush Markets (#736)

10/17/2021
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...

Duration:00:56:23

TDI Podcast: The Cycle Turns (#735)

10/10/2021
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...

Duration:00:40:09

TDI Podcast: Black Holes and Woolly Bully (#734)

10/3/2021
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...

Duration:00:58:02

TDI Podcast: Liquidity Wins (#733)

9/26/2021
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 -...

Duration:00:43:31

TDI Podcast: Grabbing Income Streams (#732)

9/19/2021
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...

Duration:01:02:09

TDI Podcast: OMG this FUV (#731)

9/12/2021
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...

Duration:00:39:40

TDI Podcast: TINA and SFTLR (#730)

9/5/2021
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 -...

Duration:00:51:45

TDI Podcast 729: NothingBurger

8/29/2021
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...

Duration:00:45:34

TDI Podcast: YCharts with Sean Brown (#728)

8/22/2021
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...

Duration:00:52:06

TDI Podcast: Confidence Break (#727)

8/15/2021
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...

Duration:00:51:15

TDI Podcast: Bait The Hook (#726)

8/8/2021
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...

Duration:00:48:59

TDI Podcast: Complacency (#725)

8/1/2021
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...

Duration:00:54:37

TDI Podcast: Curzio Agrees and Disagrees (#724)

7/25/2021
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...

Duration:00:56:22

TDI Podcast: Eye Popping (#723)

7/18/2021
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)

Duration:00:46:48

TDI Podcast: Jumper Cables (#722)

7/11/2021
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...

Duration:00:51:52

TDI Podcast: Goldilocks Fatigue (#721)

7/4/2021
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 -...

Duration:00:33:35

TDI Podcast: Mid-Year Update (#720)

6/27/2021
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...

Duration:00:47:05

TDI Podcast: Darling to Dirt (#719)

6/20/2021
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...

Duration:00:53:51

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

6/13/2021
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...

Duration:00:48:40

TDI Podcast: Investing with Modern Economics (#717)

6/6/2021
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...

Duration:00:41:52