The Disciplined Investor Andrew Horowitz - Host

Banks are in the tank – bad mojo out there.



The Fed and Treasury getting out the playbook – keep up confidence at any cost!



QT turns to QE – half of April's QT bought back – just last week!



Guest - Anthony Scaramucci discusses some really interesting topics such as the Avatars of Our Anger, the ongoing Jihad to punish bank execs and his take on bitcoin.















Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.



Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co.



In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books.

OPEN BOOK PODCAST ON APPLE

Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director.



Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.

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







Stocks mentioned in this episode: (FRB), (BAC), (AAPL), (PACW)

A Best of show put together by Ryan Rediske. Great work and a lookback on some of the smart and not-so smart calls on tech from 2022.



It is a good practice to see what you got right and what you got wrong to help make better decision in the future.













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







Stocks mentioned in this episode: (META), (AAPL), (GOOG), (RBLX), AMZN)

Investor Education in the spotlight – Fin Literacy Month comes early.



March – a month to take notice of. The Fed is not kidding around...



Stocks and bonds sending mixed signals - no memory day to day.















Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.



Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.



Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.



Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.

IBKR CAMPUS





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







Stocks mentioned in this episode: (N/A)

From the Outhouse to the Penthouse – Cash that is…



GDP comes in well above expectations – inflation not relaxing



Consumer Discretionary stocks out of favor – AI is the buzz these days



A quick lesson on Risk Management.













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







Stocks mentioned in this episode: (NVDA), (HD), (W), (M), (DDS), (ETSY)

Bullard – Bullard – The Hawk comes back – sinks market with a quick comment.



I got a $1,500 water bill this month! That’s inflation. We also got hot inflation numbers this week – that is a concern.



And our Guest, Brian Shannon from Alphatrends.net















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. “

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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: (BBBY), (MSFT), (BIDU), (AI)

AI is the newest phrase to catch the imagination of investors. All hoping they are getting in on the next Apple.



A few comments on disinflation and the charade the Fed is trying to pull.



What we are seeing is the “amateurish-fad-based-push-up-the-market-for-any-reason-daily-grind” is in full swing - but that may not last long.













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: (BBBY), (MSFT), (BIDU), (AI)