50 episodes

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....

The Disciplined Investor Andrew Horowitz - Host

    • Business
    • 4.4 • 668 Ratings

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....

    TDI Podcast: Size Matters (#861)

    TDI Podcast: Size Matters (#861)

    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

    • 55 min
    TDI Podcast: Bitcoin Blasphemy (#860)

    TDI Podcast: Bitcoin Blasphemy (#860)

    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)

    • 1 hr 8 min
    TDI Podcast: One Sided (#859)

    TDI Podcast: One Sided (#859)

    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 a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.



    Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.

    Follow @TommyThornton







    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), (AAPL), (GOOGL), (BA), (META), (CSCO)

    • 44 min
    TDI Podcast: Tool Sharpening (#858)

    TDI Podcast: Tool Sharpening (#858)

    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 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/







    Follow @andrewhorowitz







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







    Stocks mentioned in this episode: (AAPL), (NVDA)

    • 47 min
    TDI Podcast: An Options Primer (#857)

    TDI Podcast: An Options Primer (#857)

    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-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and contributes to his firm’s publications: Daily Volume Alerts, The Option Strategist and The Daily Strategist – derivative products newsletters covering equity, index, and futures options. Finally, he speaks on option strategies at many seminars and colloquia in the United States, Canada, and Europe. He is often seen on CNBC and Bloomberg TV and is quoted in publications such as The Wall Street Journal, Barron’s, Technical Analysis of Stocks and Commodities, Data Broadcasting’s “Exchange” magazine, Futures Magazine, theStreet.com, Active Trader Magazine and many others.  In 2011, Mr. McMillan received the prestigious Sullivan Award in recognition on behalf of his outstanding contributions to the growth and integrity of the U.S. options markets.

    Follow @optstrategist

    CHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDI







    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: (AAPL), (NVDA)

    • 1 hr 1 min
    TDI Podcast: The ETF Architect (#856)

    TDI Podcast: The ETF Architect (#856)

    Inflation – Maybe Stagflation?



    Surging unprofitable stocks – a bit of déjà vu here



    AI fever rolls on (and on).













    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: (TOST), (SMCI), (NVDA), (SPY), (YETI)

    • 1 hr 18 min

Customer Reviews

4.4 out of 5
668 Ratings

668 Ratings

AMAZingAmazing007 ,

More Market psychology

Andrew shouldn’t be jealous of CNBC so much!
They’re NO.1 for sure. You just need to talk something they don’t. Talk about Market psychology and market makers👍

FreddyRusk ,

Andrew

Andrew enjoy your podcast for the perspective you give on how to interpret short and longer term market trends.
How can i get copy of dry marinade beef recipe on last show.

Jeremy__Z ,

Host will improve by interrupting less

I tuned in to hear Cullen Roche, who is awesome as usual. But I almost yelled out loud after the 6th or 7th time the host interrupted him mid-sentence to make his own version of the point or redirect the conversation in a non-sequitor direction. When you bring on a guest, let him talk. I wanted to hear his thoughts to their conclusion.

Hope this helps improve future content.

Top Podcasts In Business

The Dough
Lemonada Media
REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
The Marketing Architects
Marketing Architects
Money Rehab with Nicole Lapin
Money News Network
Most Innovative Companies
Fast Company

You Might Also Like

Wall Street Unplugged - What's Really Moving These Markets
Curzio Research
DHUnplugged Podcast
Horowitz and Dvorak
Stansberry Investor Hour
Stansberry Research
The Meb Faber Show
Meb Faber
Zacks Market Edge
Zacks Investment Research
Hedgeye Podcasts
Hedgeye Risk Management