25 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, John Perkins and Jack Schwager, Tom McClellan, Frank Curzio along with other great authors and strategists....

The Disciplined Investor Andrew Horowitz, CFP and guests Frank Curzio, Harry Dent, Ben Hunt, Barry Ritholtz, Jim Rogers. TDI

    • Investing
    • 4.4, 569 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, John Perkins and Jack Schwager, Tom McClellan, Frank Curzio along with other great authors and strategists....

    TDI Podcast: Monkeys in Suits (#663)

    TDI Podcast: Monkeys in Suits (#663)

    Markets remain resilient against a backdrop of bad news, governments signal they have our backs.

    New geopolitical tensions arising and the shape of the recovery is in question….

    We also discuss how to watch out for bad deals and brokers that push what is their best interest – not always yours.





    Follow @andrewhorowitz



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

    eNVESTOLOGY Info and Webinar Replay

    Friday Pre-Market Run-Down Webinar Registration



    Stocks mentioned in this episode: (SPY), (ITB)

    • 57 min
    TDI Podcast: Doing The Hokey Pokey (#662)

    TDI Podcast: Doing The Hokey Pokey (#662)

    When Is the right time to get back in? This is a question that has come up several times this week.

    Seed the portfolio, one foot in and one foot out – a discussion on “how to get back in” with practical steps and a plan.

    Plus: Markets end the week in the red, the Fed is reducing bond purchases – while a vaccine potential helps to keep a bid under markets. Regional Banks taking a beating – what is that all about?





    Follow @andrewhorowitz



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

    eNVESTOLOGY Info and Webinar Replay

    Friday Pre-Market Run-Down Webinar Registration



    Stocks mentioned in this episode: (GS), (WFC), (JETS), (UAL), (XLF), (QQQ), (XBI)

    • 51 min
    TDI Podcast: Who, What and YCharts (#661)

    TDI Podcast: Who, What and YCharts (#661)

    Sean Brown, CEO of YCharts is our guest this episode and we get some insights into the research process.

    We also discuss the disconnect with economics and markets, the outlook for earnings and what the future may hold.





    Sean Brown is the CEO and President of YCharts, an investment research platform that enables smarter investments, better client communications and focuses on helping advisors deliver more value to their own clients. Sean’s passionate about providing advisors with quick access to investment data and modern tools that help them derive and share insights. He believes that advisors require outstanding human support to ensure their success.

    In his near 30-year-career, Sean’s focus has been on financial services and software, he’s been an executive at several startups, private equity backed firms, and public companies. A Notre Dame and Stanford University graduate, Sean is a proud father and husband, an avid reader, and college football and Chicago Cubs fan.



    Follow @andrewhorowitz







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

    eNVESTOLOGY Info and Webinar Replay

    Friday Pre-Market Run-Down Webinar Registration



    Stocks mentioned in this episode: (ROKU), (SPY)

    • 55 min
    TDI Podcast: Check That Box! (#660)

    TDI Podcast: Check That Box! (#660)

    Big caps down – small caps up. The grand re-opening experiment begins – looking at this as a potential “sell the news” event.

    A focus on the weakest link in your portfolio and what boxes need to be checked for the rally to continue.

    An Update on the Weekly Pop-Up Q&A Webinars and listener questions





    Follow @andrewhorowitz

    More information available on Horowitz & Company’s TDI Managed Growth Strategy



    Some links of interest:

    Frank Curzio and Andrew on Earnings and Multiples (VIDEO)

    DHUnplugged – (Video Version)

    Replay of Wednesday’s Pop-Up Q&A Webinar



    Follow @andrewhorowitz



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

    eNVESTOLOGY Info and Webinar Replay

    Friday Pre-Market Webinar Registration



    Stocks Discussed in this Episode: (AMZN), (AAPL), (SPY), (RSP), (IWM), (NCLH)

    • 52 min
    TDI Podcast: The Dirty Little Secret (#659)

    TDI Podcast: The Dirty Little Secret (#659)

    Crude Oil – Makes a historic move as markets end a down week on an upbeat note.

    States opening back up – the dirty secret of why this is happening.

    A look back at a week packed full of audio and video along with the outlook for economic and earnings on the week to come.





    Follow @andrewhorowitz

    More information available on Horowitz & Company’s TDI Managed Growth Strategy



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    LINKS DISCUSSED THIS WEEK

    Frank Curzio and Andrew on Earnings and Multiples (VIDEO)

    DHUnplugged – (Video Version)

    Replay of Wednesday’s Pop-Up Q&A Webinar



    Follow @andrewhorowitz



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

    eNVESTOLOGY Info and Webinar Replay

    Friday Pre-Market Webinar Registration



    Stocks Discussed in this Episode: (XLE), (OIL), (USO), (MSFT), (FB), (GOOG) ($CL.F)

    • 49 min
    TDI Podcast: Disciplined Selling Decisions (#658)

    TDI Podcast: Disciplined Selling Decisions (#658)

    Noland Langford, founder of Left Brain Research is our guest this week. Talking about fundamental analysis in a time that there is no quantifiable earnings outlook.

    Getting your head straight when it is tough to know what day it is. Plus –  thinking of selling? Some tips on how to identify those stocks that can be removed from your portfolio.

    We also look at earnings from the banks and what to expect next week.





    Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.

    Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.

    In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.

    Check out Left Brain Investment Research (Code Horowitz99)



    Follow @andrewhorowitz



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

    eNVESTOLOGY Info and Webinar Replay

    Friday Pre-Market Run-Down Webinar Registration



    Stocks mentioned in this episode: (AAL), (DAL, (PLNT), (NCLH), (CCL), (XOM), (HLT), (PTON)

    • 57 min

Customer Reviews

4.4 out of 5
569 Ratings

569 Ratings

-RioVista ,

too much fear mongering on ep. 659

its a math equation.
death rate = #of deaths / positive cases

(1) we have no idea what the denominator is

(2) there is reason to believe the numerator is skewed to the upside, per Senator Dr. Scott Jensen and others.

(3) Analysis: if we don't know the denominator & cant guarantee the numerator ,then we don't know the death rate. Yet government policy is being made upon "models" that don't reflect reality by the voice of Dr.Fauci. I wish the USA would have taken the Sweden route instead .

(4) Unfortunately, my fathers flooring business only received 3,000$ of PPP . Not 3,000$ per employee, but $3,000 total. That is supposed to cover 8 weeks . Further, if you applied once you can not re-apply for round#2 of PPP. His business was around for 30 years ,had small warehouse &10 employees. Nothing extravagant, avg. 50-75k $/yr. per employee $ all managers. So Andrew, the answer is NO, not everyone can "wait" for the "virus (aka the flu)" to go away. Its pretty offensive you noted so many professions as "unessential" b/c they are very essential to those business owners who have families to feed, bills to pay, etc. I think you showed a true lack of empathy, lack of respect, & its something your neighbors and/or potential clients may not appreciate down the road. Life's a warm Florida beach sometimes like that sometimes.

doomNgloom2020 ,

Ummmm...

I thought this was an investing podcast, not a modern adult version of chicken little. The original is much better.

Eapolica ,

The best

My favorite financial podcast. I find myself recommending it often.
Thanks!

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