The Disciplined Investor Andrew Horowitz - Host

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 in creating income independence for themselves and their clients.



I’m also promoting my 2nd book, Retirement Money Secrets.  



Steve was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of a very few investment book authors who have directly managed other people's money.





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: (NFLX)

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 investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.



Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.





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: (OIL), (DBC), (AAPL), (C), (JPM)

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 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: (DIS), (SBUX), (BA), (AMC), (GME), (TSLA), (MSFT)

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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 Strategy & Research Committee.



He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.



Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.



Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.





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: (GLD), (MSFT), (AAPL), (OIL), (NVDA)

Follow @andrewhorowitz

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 strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website.



In his retirement, Paul remains fervently committed to educating and empowering investors. In 2012, he wrote and published the “How To Invest” series, distilling his decades of expertise into concise investment books targeted to specific audiences “First-Time Investor: Grow and Protect Your Money,” “101 Investment Decisions Guaranteed to Change Your Financial Future,” and “Get Smart or Get Screwed: How To Select The Best and Get The Most From Your Financial Advisor.”



Paul is also the author of four previous books on personal investing, including Financial Fitness Forever: 5 Steps To More Money, Less Risk and More Peace of Mind (McGraw Hill, Oct. 2011). The book was part of the “Financial Fitness Kit” offered on the TV show, “Financial Fitness After 50,” created exclusively to raise funds for local Public Broadcasting Service (PBS) stations.

Check out the FREE Book - 12 Simple Ways to Supercharge Your Retirement







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 Menti0ned in the Episode: (ORCL), (MSFT), (AAPL), (MU), (NVDA), (VBR)

Follow @andrewhorowitz

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 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 and the Paul Barron Network.

Check out The Paul Barron Network

Follow @paulbarron







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: (IBIT), (NVDA), (TOST), (ORCL), (COIN)