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 • 654 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: Policy Mistake @100% (#772)

    TDI Podcast: Policy Mistake @100% (#772)

    Finally, an up week for markets – but still squirrelly.



    Oil Down, commodities down, VIX hanging under 30.



    Gas tax holiday announced and other bad ideas coming your way



    Guest, Fed Insider Danielle Dimartimo Booth.



















    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







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







    Stocks mentioned in this episode: (FDX), (LEN), (KBH, (CROX), (CCL), (NCL), (RCL)

    • 56 min
    TDI Podcast: Second Level Thinking (#771)

    TDI Podcast: Second Level Thinking (#771)

    Trial balloons, leaks and 75 basis points.



    Central banks are in a tizzy – market gyrations making me dizzy.



    Key Reversal Indicator – would you look at that! And, a review of current economic conditions.







    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: (CCL), (RCL), (NCHL), (DAL)

    • 47 min
    TDI Podcast: No DIY Haircuts! (#770)

    TDI Podcast: No DIY Haircuts! (#770)

    Haircuts – why you don’t do them yourself.



    Two trends that will benefit from high inflation and why billions of $$ will start flowing into Bitcoin.



    Frank Curzio is our guest and he is talking about the Metaverse (land), inflation and deflation, oil prices and bear markets.









    Frank Curzio can be reached by email at frank@curzioresearch.com

    Frank Curzio is an equity analyst with close to two 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.

    Follow @frankcurzio







    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: (MAS), (URA), (AA), (MOS), (TGT), (TJX), (ROST), (AIG), (WMT)

    • 1 hr 8 min
    TDI Podcast: The Invisible Hand Part 2 (#769)

    TDI Podcast: The Invisible Hand Part 2 (#769)

    Inflation starts to abate - for now.



    Markets moving in wild course - only in bear markets. But, is that about to stabilize?



    A best of episode of Andrew's rants, concerns and issues with the Fed heads, inflation and a look back.







    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: N/A

    • 37 min
    TDI Podcast: Prioritize The Process (#768)

    TDI Podcast: Prioritize The Process (#768)

    VIX hanging below 30 – interesting with this much daily pain over the past weeks.



    Rates on 10yr backing up – just as we thought - now look at them!



    Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points.



    Guest- Clare Flynn Levy from Essential Analystics.











    Clare Flynn Levy  - Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately 'went native' into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare's vision for Essentia is based on years of being the customer, followed by years of listening to the customer.



    About Essentia Analytics

    Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making.

    Essentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors.



    In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made.



    Smarter, more focused, more efficient, better.

    Follow @cflynnlevy







    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: (TJX), (ROST), (AMZN), (TWTR), (SNAP), ROCKU), (GNRC), (DKS), (M), (NVDA), (WMT), (TGT)

    • 56 min
    TDI Podcast: A Very Special (#767)

    TDI Podcast: A Very Special (#767)

    This is a first! We are rebroadcasting this recent Client Webinar/Update. So much information that needs to be shared and great Q&A session.



    Getting over a non-covid flu or something - kicking my butt though.



    Retail apocalypse - could mean deflationary conditions are ahead...







    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: (WMT), (TGT), (ROST)

    • 1 hr 10 min

Customer Reviews

4.4 out of 5
654 Ratings

654 Ratings

AMAZingAmazing007 ,

Be bold to predict next week ahead!

Can this podcast be more informative on the upcoming earnings and big events in the new week?

SoFloFranny ,

Andrew, thank you for your insight and humor.

There’s always something to learn from you and your guests.

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.

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