The Disciplined Investor Andrew Horowitz - Host

An interesting turn in politics.



Looking at the "Awesome Portfolio"



Having a healthy relationship with money with this week's Guest - Jared Dillian.















Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Arts in Writing.



Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000, and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading. He is also the author of STREET FREAK: Money And Madness At Lehman Brothers, which was named Businessweek’s #1 general business book of 2011, and the novel ALL THE EVIL OF THIS WORLD, published in 2016, THOSE BASTARDS: 69 Essays on Life, Creativity, and Meaning, published in 2023, NO WORRIES: How To Live a Stress Free Financial Life, published in 2024.





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







Stocks mentioned in this episode: (SPY)

Markets , Economics and Insights



Looking to learn from one of the greats – GOAT!



This episode's guest: Jim Rogers - The Investment Biker













Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor.  He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide.  He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University.

After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership.  During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%.  Rogers then decided to retire – at age 37.  Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS's 'The Dreyfus Roundtable' and FNN's 'The Profit Motive with Jim Rogers'.



In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records.  As a private investor, he constantly analyzed the countries through which he traveled for investment ideas.  He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers.  Jim also embarked on a Millennium Adventure in 1999.  He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record.  Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip.



 





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







Stocks mentioned in this episode: (SPY)

Stocks breaking out – tech mania continues



Apple finally announces AI – investors love it



CPI comes in – yields drop – it is Goldie Lox all over again!



And our guest this week is Steve Sanders – EVP at Interactive Brokers















Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.



Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.



Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.



Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.





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







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







Stocks mentioned in this episode: (SPY), (QQQ), (NVDA)

Inflation comes and goes



US Economy hitting a soft patch.



Summer doldrums for markets.



Guest Jim Bruce – Movie producer and writer of Money for Nothing and The Restless Billionaire.















Money For Nothing, Inside the Federal Reserve  - Jim Bruce - Producer, Director and Writer of Money For Nothing, Inside the Federal Reserve. Money For Nothing is Jim Bruce's directorial debut. Jim was Editor/Writer/Co-Producer of Sierra Leone's Refugee All Stars - finalist for the 2006 International Documentary Association's Feature Film of the Year. Jim has also worked as an editor on acclaimed documentaries (including The King of Kong and Dambe: The Mali Project), and as an assistant editor on Hollywood films such as Kinsey, Insomnia, X-Men: The Last Stand, and The Incredible Hulk. He was a Visiting Professor at Middlebury College in 2007.



Link Jim discussed: Compare to 70s GREAT INFLATION  -  here is a LINK to YouTube clip of that scene from the film



Jim has been a student of financial markets for many years, and began writing a newsletter in 2006 warning about the oncoming financial crisis. His short trades in 2007 and 2008 helped finance a significant portion of Money For Nothing‘s budget.



Jim has appeared on CNBC, MSNBC, NPR, Bloomberg TV, and Fox Business, and has spoken at Harvard Business School and the Dutch Central Bank. Read more about his background in this Washington Post profile.



Get the Movie HERE



 





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







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







Stocks mentioned in this episode: (NVDA)

End of May – 2/3 of the quarter is over



Waiting for the Split as shares rocket higher



Looking for reasons to be bearish or bullish



And our Guest – Ross Gerber of Gerber Kawasaki















 



Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*.



Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.





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







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







Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL)

NVDA earnings so good  it sucks the markets dry.



Fed minutes – sounding a bit hawkish.



Bond yields on the rise again.



Copper falls – from all-time highs.













Michael Johnston, CFA is a financial industry veteran with a passion for improving outcomes for retail investors.

Following stints in corporate finance and investment banking, Michael founded ETF Database (ETFdb) and grew it into the largest independent media property covering exchange-traded funds (ETFs). Under Michael’s leadership, the company achieved a commanding position within the ETF industry and played a key role in the “low cost revolution” that saw hundreds of billions of dollars flow from expensive mutual funds to low cost ETFs.

ETFdb is now a part of TSX Group, a publicly-traded financial services company that operates the Toronto Stock Exchange.

Michael co-founded WealthChannel with a mission of helping investors achieve financial independence by radically simplifying retirement planning and investing. Michael is responsible for WealthChannel’s content and education initiatives, including its flagship WealthChannel Academy.

Michael graduated from the University of Notre Dame with a degree in finance, and now resides in Oregon with his wife and son. He is active in his community as a member of the Board of Directors of the Lane Regional Air Protection Agency (LRAPA) and a volunteer at Hosea Youth Services.

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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: (NVDA), (QQQ), (SPY)