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

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: Left Brain Research (#645)

    TDI Podcast: Left Brain Research (#645)

    Noland Langford, founder of Left Brain Research is our guest this week. We get right into questions about conflict of interest and then move on to the topic of fundamental analysis.

    This episode starts with a quick recap of the week as well as a look at the newly signed trade deal.

    Plenty of great nuggets and insights during this lively discussion.





    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



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

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    Stocks mentioned in this episode: (ROKU), (MS), (AAPL), (C), (GS)

    • 52 min
    TDI Podcast: Buffing Up on Defined Outcomes (#644)

    TDI Podcast: Buffing Up on Defined Outcomes (#644)

    Earnings Season is right around the corner and we are looking to see if expectations will meet reality.

    The unstoppable stock market keeps on rallying even as tensions in the Middle East continue to simmer. At the same time, we are waiting for the Phase 1 Trade Deal to be signed this coming week.

    PLUS – we are digging into Buffer strategies with our guest from Innovator ETFs – Trevor Terrell.





    Trevor Terrell joined Innovator Capital Management in 2017 and is head of sales, responsible for distribution and marketing efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels.

    Prior to joining Innovator, he was SVP – head of sales at Elkhorn Investments and spent time in several sales positions at Invesco PowerShares. Trevor holds a bachelor’s degree from Taylor University and also maintains the series 24, 7, 66 and 63 FINRA licenses.



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    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: (JPM), (MJ), (C), (EFC), (OZK), (EEM), (TLT), (BAC), (GS)

    • 52 min
    TDI Podcast: DataMattas – Everything Cycles (#643)

    TDI Podcast: DataMattas – Everything Cycles (#643)

    Out with the old, in with the new. The data does not seem to matter – what (if anything) will change that?

    A deep dive into the highlights of 2019.

    QuantaFundaTechna – what type of analysis technique to use when MOMO takes over.

    Plus a look at the PEG ratio, multiple expansion and charting.





     

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    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), (EEM), (EAFE), (GLD), (USD), (AMD), (M)

    • 52 min
    TDI Podcast: Investing – Harder and Easier (#642)

    TDI Podcast: Investing – Harder and Easier (#642)

    Back from a cruise to nowhere and the Santa Rally is alive and well.

    2019 –  the upside down of 2018 and thoughts on 2020.

    Investing has become easier and harder along the way. Exploring the changes over time.





     

    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), (AAPL), (EEM), (GLD), (USD)

    • 1 hr 6 min
    TDI Podcast: Planning to Plan (#641)

    TDI Podcast: Planning to Plan (#641)

    Markets Rising into the end of the year and investors sloughing off Impeachment.

    Fed on Hold – through 2020? Tax Changes for retirement plans coming…

    Plus – a quick discussion of market moving resolutions and some thoughts on how to plan to succeed.





     

    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: N/A

    • 52 min
    TDI Podcast: Last Minute Tax Tips (#640)

    TDI Podcast: Last Minute Tax Tips (#640)

    CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips.

    At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time.





    Adam Spiegel, CPA, is a principal in the Tax and Accounting Department at MBAF, and the Managing Principal of the Fort Lauderdale office at MBAF.

    Since 1993, Adam has been involved in all aspects of accounting services and accounting systems for closely-held businesses and individuals ranging in size from start-ups to $1 billion. He focuses on providing a diverse blend of financial analysis and tax planning services.

    Adam’s expertise focuses on accounting and tax planning for professional service providers such as physicians, attorneys, architects, engineers, advertising, and public relations. His experience also includes working with franchises, hotels, and real estate developers and owners, both commercial and residential.

    Adam also focuses on providing financial and tax planning advice to high net-worth individuals by helping them minimize taxes and build their net worth to transfer from one generation to another. Adam has extensive knowledge of accounting systems and helps his clients implement efficiencies using automation techniques.

    Adam began his career at MBAF in 1993 and has contributed to the growth of the firm through his dedication to exceptional value-added service.



    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: N/A

    • 55 min

Customer Reviews

Connor23185123 ,

Good

Horowitz is a smart man with a lot of good market insights.

Eapolica ,

The best

My favorite financial podcast. Thanks!

disisit4agape ,

The Boss

Andrew is the Boss of the market...knows what’s going on and clearly explains this. He is one of few(power trading radio, options alpha, Frank Curzzio) that offer great and free insight! Thanks Andrew!

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