The Disciplined Investor Andrew Horowitz - Host

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



 





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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.





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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/







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







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

Good noews! CPI - not so hot.



Bitcoin and Gold blasting off



Meme Stocks – fly then die



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.

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







Stocks mentioned in this episode: (TSLA), (BIDU), (BABA), (XLU), (NVDA)

Market bonce continues and a few favorites breaking out…



USD starts to roll – how long will that last?



Guest, Frank Curzio – Curzio Research - he is naming names.















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'ss 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.

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







Stocks mentioned in this episode: (NFLX), (NCLH), (ABNB), (TSLA), (SHOP), (PENN), (DIS), (GOOGL), (AAPL)

April ends with a thud.



Oil prices comes in, Yields hold near recent highs.



Flip Flopping Fed and maybe, perhaps could-be is the talk by Powell.



And our guest - Tea Muratovic , Co Founder of Seasonax - provides 5 stocks with amazing seasonal trends.













Tea Muratovic is an accomplished professional in the financial markets with extensive experience in the global market landscape. As a Co-founder of Seasonax, she developed an award-winning analytical tool that identifies promising trading opportunities across over 25,000 stocks, commodities, indices, and currencies (www.seasonax.com).

Tea’s entrepreneurship and management abilities have earned her multiple investment awards (among them she has received the Female Austrian Investor Award in 2019) and recognition from esteemed industry experts. Her remarkable achievements have also led to her inclusion in the prestigious UK’s Women in Fintech Powerlist on three occasions.



Moreover, Tea has contributed numerous articles to prominent industry publications, including Bloomberg, Institutional Money, Refinitiv Eikon, TalkMarkets, FXEmpire, CMT and various international stock exchanges. Her insights have resonated with professionals across the financial sector.

Find out more about seasonax.com







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: (GNRC), (TTWO), (AAPL), (NFLX), (DXCM), (NOW), (NEE), (SO)