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: FOBI to FOMO (#777)

    TDI Podcast: FOBI to FOMO (#777)

    Bangarang! CPI drops down to 8.5%! NO INFLATION (LOL)!



    The consumer remain strong – but what about that credit?



    Reboot, reset and open up the mind to the possibilities. We don't know what we don't know. Let's move toward financial independence!









    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: (AAPL), (TSLA), (SPY), (GLD), (SLV)

    • 46 min
    TDI Podcast: Inside Wall Street’s Secrets (#776)

    TDI Podcast: Inside Wall Street’s Secrets (#776)

    Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it!



    STONKS - are they back?



    Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech is making a run – from oversold to now, overbought.



    What happened to CAPITULATION?







    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







    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: (SOFI), (SPCE), (META), (HKD), (U), (AAPL), (RBLX), (BTCUSD)

    • 1 hr 5 min
    TDI Podcast: Economic Theater (#775)

    TDI Podcast: Economic Theater (#775)

    Stocks rally into Fed – and then blasted higher on a dovish take on Powell.



    Tech earnings – looking pretty good – well, better than expected.



    Bond yield tumble, the USD heads lower and asking about the “R” Word.







    CHECK IT OUT!



    This episode is sponsored by Masterworks.

    Sign up today and use the Promo Code TDI Visit http://Masterworks.io

    Read the Masterworks Disclaimer







    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: (BAC), (GS), (MS), (WFC), (TGT), (XBI)

    • 47 min
    TDI Podcast: Penguins and Ostriches (#774)

    TDI Podcast: Penguins and Ostriches (#774)

    The penguins are leading the charge - talking us into recession. Markets react and what are you doing? Not looking at your statements? Sticking your head in the sand?



    So many opportunities - let's find them together.



    Listener questions and a wake up call.







    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: (BAC), (GS), (MS), (WFC), (TGT), (XBI)

    • 48 min
    TDI Podcast: Soul in The Game (#773)

    TDI Podcast: Soul in The Game (#773)

    Vitaliy Katsenelson is this week's guest.



    We talk about the essence of life and how to gain purpose and meaning.



    New book alert! Soul in the game...

















    Vitaliy Katsenelson was born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.



    His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else.



    He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.



    He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.



    He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.



    Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007), and Soul In the Game.

    Follow @vitaliyk







    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: ()

    • 53 min
    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







    Follow @andrewhorowitz







    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

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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