The Disciplined Investor

Andrew Horowitz - Host
  • 4.4 (674)
  • Investing
  • Updated Weekly

The Disciplined Investor Podcast

  1. 1d ago

    TDI Podcast: Schiff’s Debt Reckoning (#980)

    Jobs report out a day early and a little soft. New revelation  about data-center capacity smack tech shares. June ends on an upbeat note – July is very interesting so far. Our guest, Peter Schiff of Echelon Wealth Partners . 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 Asset Management 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: (GLD), (SLV), (BTCUSD), (GOOG), (MU), (INTC), (META), (ORCL)

    1 hr

  2. Jun 28

    TDI Podcast: Chips and Dips (#979)

    THE PCE report is out – now the Fed has a decision. Micron blew away estimates – chip prices are soaring. The annual stress tests showing – all clear and banks respond. A great time to bring on our guest – Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC, and she is a regular guest on Bloomberg Television’s Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and “Futures” aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country. Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader’s First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com Follow @andrewhorowitz More information available on Horowitz & Company’s TDI Managed Growth Strategy Check this out and find out more at: http://www.interactivebrokers.com/ Stocks mentioned in this episode: (GLD), (SLV), (SPY)

    1 hr

  3. Jun 21

    TDI Podcast: Trump’s Circle (#978)

    Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio research…   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES 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: (DGXX), (BE), (IONQ), (CEG), (SPCX), (NVDA), (MSFT), (WDC), (ORCL)

    1h 2m

  4. Jun 14

    TDI Podcast: WHAT ARE YOU WAITING FOR? (#977)

    SpaceX Launches its IPO Inflation still a problem I am asking – What are you waiting for ? I want to know.. A portfolio is not the goal. The portfolio is the tool. The goal is the life.   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/ Stocks mentioned in this episode: (SPCX), (BA), (AAPL). (GOOG)

    42 min

  5. Jun 7

    TDI Podcast: Risk Happens Fast (#976)

    Buy in May and Let’s Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm’s trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm’s holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker.  He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence.  Much of Steve’s career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron’s and made numerous live appearances on Bloomberg TV and Radio, CNBC. 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), (AMZN), (SPY), (IWM), (RSP)

    54 min

  6. May 31

    TDI Podcast: The Architect (#975)

    A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news. This week’s guest: Wesley Gray – Founder, Alpha Architect.   NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Wes Gray – After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children. Follow @alphaarchitect 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: (SPY), (RKLB), (DELL), (INTC)

    1h 7m

  7. May 24

    TDI Podcast: Crypto Camuso (#974)

    NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.  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), (IONQ), (QUBT)

    55 min

  8. May 17

    TDI Podcast: The Next Phase (#973)

    Inflation sticky like old pine sap… Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations. Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (META), (CAT), (IONQ), (SLV), (BND)

    1h 4m
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About

The Disciplined Investor Podcast

Information

  • Creator
    Andrew Horowitz - Host
  • Years Active
    2007 - 2026
  • Episodes
    53
  • Rating
    Explicit
  • Copyright
    © Copyright - Horowitz & Company, Inc.
  • Show Website
    The Disciplined Investor

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