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 • 666 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: The ETF Architect (#856)

    TDI Podcast: The ETF Architect (#856)

    Inflation – Maybe Stagflation?



    Surging unprofitable stocks – a bit of déjà vu here



    AI fever rolls on (and on)













    After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.

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    Stocks mentioned in this episode: (TOST), (SMCI), (NVDA), (SPY), (YETI)

    • 1 hr 18 min
    TDI Podcast: Curzio’s Snappy Idea (#855)

    TDI Podcast: Curzio’s Snappy Idea (#855)

    A banking crisis brewing? Say it aint so



    Fed’s trying to talk down rate cuts – Powell on 60 Minutes



    Looking like a pullback could be in the cards



    Guest, Frank Curzio – Curzio Research



     















    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.

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







    Stocks mentioned in this episode: (META), (F), (GM), (NVDA), (AMD), (SNAP), (TSLA), (DIS)

    • 56 min
    TDI Podcast: McClellan’s Tidal Forces (#854)

    TDI Podcast: McClellan’s Tidal Forces (#854)

    January is in the books – and the results are mixed.



    The Fed gives and takes away – No cuts on the table just yet.



    Plenty of tech news this week  - Earnings and more earnings.



    And our guest this week – Tom McClellan of the McClellan Market Report.















    Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.



    In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.

    The signup link is http://mcoscillator.com







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







    Stocks mentioned in this episode: (SPY), (QQQ), (AAPL), (AMZN)

    • 50 min
    TDI Podcast: PermaBear Knight (#853)

    TDI Podcast: PermaBear Knight (#853)

    US Economy humming along – better than expected – but calls for rate cuts continue.



    Is this the Year for Foreign? Not so fast says markets.



    Bitcoin – post ETF blues.



    This week's guest - Tim Knight – a self proclaimed Permabear.



     













    Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.

    He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.



    He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.



    In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.



    Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.



    You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope.





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







    Stocks mentioned in this episode: (NVDA), (GOOG), (AAPL), (AMD), (META), (MSFT), (INTC)

    • 1 hr
    TDI Podcast: Ai-Ai-O (852)

    TDI Podcast: Ai-Ai-O (852)

    And on that server farm there was a chip - Ai-Ai-O



    Guests John Pugliano and Danielle Dimartino Booth are this week's guest - talking about the only two things that seem to matter - The Fed and Ai.









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    John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.



    John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State.



     









    Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm.



    DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. 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.



    Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.



    A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), 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 QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. 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.

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    • 1 hr 9 min
    TDI Podcast: Opportunistic Value (#851)

    TDI Podcast: Opportunistic Value (#851)

    CPI ticks up – PPI ticks down – never a dull moment.  Earnings season is here – Banks reported and most hit the skids.



    Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready!



    Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.









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    Vitaliy Katsenelson, 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 invest, 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).

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







    Stocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)

    • 56 min

Customer Reviews

4.4 out of 5
666 Ratings

666 Ratings

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.

AMAZingAmazing007 ,

More Market psychology

Andrew shouldn’t be jealous of CNBC so much!

Jeremy__Z ,

Host will improve by interrupting less

I tuned in to hear Cullen Roche, who is awesome as usual. But I almost yelled out loud after the 6th or 7th time the host interrupted him mid-sentence to make his own version of the point or redirect the conversation in a non-sequitor direction. When you bring on a guest, let him talk. I wanted to hear his thoughts to their conclusion.

Hope this helps improve future content.

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