The Disciplined Investor

Andrew Horowitz - Host
The Disciplined Investor

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....

  1. 1 HR. AGO

    TDI Podcast: The Tariff Kid (#907)

    The Tariff Kid - Tariff on Tariff off! US Manufacturing turns the corner. A quick check on earnings and some thoughts on the economy. And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), CEG), (GEV), (AMD)

    58 min
  2. FEB 2

    TDI Podcast: Carson Block Rocks! (#906)

    Markets get a gut punch on the wild AI ride. Big tech reporting – some interesting moves. Inflation – PCE inline. And our guest, Carson Block, Founder of Muddy Waters Research  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm.  Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Mr. Block is also the founder of Zer0es TV (www.zer0es.tv), an online channel dedicated to short selling related video content. Bloomberg Markets Magazine named Mr. Block as one of the “50 Most Influential in Global Finance” in 2011.  The following year, Muddy Waters received the prestigious Boldness in Business Award from the Financial Times. In September 2015, Mr. Block was featured in the book, The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions, by former Bloomberg writer Richard Teitelbaum. He is also featured in the 2018 documentary The China Hustle. Mr. Block appears frequently as a commentator on Bloomberg Television, CNBC and the BBC. He has written op-eds in the Wall Street Journal, Financial Times, and New York Times on various topics related to improving corporate governance and market transparency.  Prior to forming Muddy Waters, Mr. Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China.  He holds a B.S. in business from the University of Southern California and a J.D. from the Chicago-Kent College of Law, where he has also served as an adjunct professor. Follow @muddywatersre 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: (CVNA), (TSLA), (GLD), (VNM)

    1h 6m
  3. JAN 19

    TDI Podcast: Its Money Time! (#904)

    A CPI print driven rally Rebalancing Investment Portfolios and Risk Autonomous Driving's Impact on Society Guest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Ryan Zabrowski, CFP, MSF Having read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’s disciplined investment strategy has long been inspired by the lessons of Warren Buffett, his teacher Benjamin Graham, and Nobel Laureates from Chicago, Columbia, Pennsylvania, and Yale Universities. As a result, Ryan favors owning sustainable, high-quality businesses and arbitrage strategies designed to profit, regardless of economic or interest rate direction. Ryan’s career in finance began in 1994. Early on, he focused on financial analysis and financial statement analysis. Over the past 23 years, Ryan has worked in financial and investment management at Washington University Endowment, Morgan Stanley, and Merrill Lynch, before joining Krilogy in 2019. Given his extensive investment knowledge and experience, Ryan has become an integral member of the firm’s Investment Committee, which manages Krilogy’s model investment portfolios. In this role, Ryan helps conduct investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions. GET RYAN'S BOOK - TIME AHEAD Most important to Ryan, however, is sharing his insights and perspectives with his team’s clients. Experience tells him that clients who understand what they own and why are best able to minimize emotion and make fact-driven decisions that drive positive, long-term results. Ryan’s rigorous and ongoing industry training allows him to provide clients with an extra measure of knowledge, in addition to requiring a fiduciary level of care. Follow @RyanZabrowski 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: (JPM), (GS), (WFC), (MS), (BAC). (NVDA), (AAPL)

    56 min
  4. 12/29/2024

    TDI Podcast: Become a Market Wizard (#901)

    Can anyone become a market wizard? Looking at the common thread to success. December not what is was cracked up to be... 2024 is coming to an end and we are looking towards 2025 Inspired by Market Wizards with our guest, the renowned Jack Schwager.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities. Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020),  Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series. 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: (SPY), (NVDA), (TOST), (QQQ)

    48 min
  5. 12/22/2024

    TDI Podcast: Market Psych with Shannon (#900)

    Ooops, he did it again... The Fed cuts rates – but rates rise The VIX skyrockets – what is that telling us? DJIA does something it hasn’t done since 1974 Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need. CHECK OUT BRIAN'S LATEST BOOK “I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “  Follow @alphatrends 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), (MSTR), (NVDA), (XLU)

    59 min

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4.4
out of 5
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About

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....

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