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 • 659 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: ShadowStats and Eco Manipulation (#801)

    TDI Podcast: ShadowStats and Eco Manipulation (#801)

    GDP looking good, inflation, coming down – Now Waiting for the Fed'd decision next week.



    Earnings outlook – murky at best while  markets in full melt-up mode – kind of fun to watch.



    Out guest John Williams , founder of ShadowStats













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    John Williams””founder and publisher of ShadowStats.com.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar.   During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies.



    Out of necessity, he became a specialist in government economic reporting.   An early client””a large manufacturer of commercial airplanes””had developed a model for predicting revenue passenger miles, a primary sales forecasting tool.   Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it.   The GNP numbers were faulty, he corrected them (official reporting was similarly revised a couple of years later), and the model worked again, at least for a while, until changes in GNP methodology eventually made the underlying data worthless.



    That began a lengthy process exploring the history and nature of economic reporting and interviewing key people involved in the system from the early days of government reporting through the present.   For a number of years, he conducted surveys among business economists as to the quality of government statistics.   The vast majority thought it was pretty bad, with survey results leading to 1989 front-page stories in the New York Times and Investors Daily, considerable coverage in the broadcast media and a joint meeting with representatives of all the U.S. government‘s statistical agencies.



    Nonetheless, the quality of government reporting has deteriorated sharply in the last couple of decades.   Problems include changes in reporting methodologies that have pushed headline economic and inflation results outside the realm of real-world or common experience.



    Over the decades, Williams has given thousands of presentations on the U.S. economic outlook and on approaches to analyzing economic data, to clients””large and small””including talks with members of the business, banking, government, press, academic, brokerage and investment communities, as well as having provided testimony before the U.S. Congress.



    Public response to a 2004 series of articles on the quality of government statistics was so strong that he started Shadow Government Statistics, a newsletter first published on ShadowStats.com in 2004.   That weekly commentary is published as part of his economic consulting services.

    Find out more about ShadowStats.com







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

    • 49 min
    TDI Podcast: Tech Talk with Curzio (#800)

    TDI Podcast: Tech Talk with Curzio (#800)

    Big hopes for a little hike next meeting. January’s rally starting to fizzle a bit.



    Big Layoffs, Capex Cut announcement - all ahead of earnings reports ..



    Frank Curzio – freshly back from CES in Vegas. He has a slam the table stock he is pitching.













    Check this out and find out more at: http://www.interactivebrokers.com/









    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: (GLD), (GDX), (NFLX), (COIN), (URA), (GS), (JWM)

    • 43 min
    TDI Podcast: It’s Simple Math (#799)

    TDI Podcast: It’s Simple Math (#799)

    CPI hits the bullseye – perfectly inline with expectations.



    Optimism returns – market on the move - but what about those pesky valuations?



    Earnings season – starts...right now.



    Our guest Alex Shahidi – Evoke Advisors, talking about Risk Parity.













    Check this out and find out more at: http://www.interactivebrokers.com/









    Alex is a Managing Partner and Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the firm’s largest institutional consulting groups, advising more than $10 billion in assets. In 2014, Alex co-founded ARIS, where he, along with co-founder Damien Bisserier, oversaw the firm’s research and client service efforts. In 2019, they launched the RPAR Risk Parity ETF, which quickly became one of the largest Alternative ETFs in the country. ARIS merged with Evoke Advisors in 2020 and the combined firm currently advises over $20 billion in assets.



    Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families. He works with his clients in a variety of financial areas including developing investment policy statements, managing asset allocation, selecting managers, monitoring portfolio performance, and creating financial plans.



    Alex is a Chartered Financial Analyst (CFA®), a Certified Investment Management Analyst (CIMA®), a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®). Barron’s magazine has repeatedly ranked him as one of America’s Top 100 Independent Financial Advisors, Top 1,200 Financial Advisors and Top 1,000 Financial Advisors.



    Alex graduated cum laude from University of California, Santa Barbara, with degrees in business economics and law. He earned a JD from the University of California, Hastings Law School, and is a licensed attorney in California.



    Alex is a prolific writer. His first book titled Balanced Asset Allocation: How to Profit in Any Economic Climate, was released in late 2014. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award as well as in the Wall Street Journal, Market Watch, Money News, Fidelity.com, and Wall Street Daily. In 2021, he launched his second book titled Risk Parity: How to Invest for All Market Environments.



    Alex has been interviewed on Bloomberg Television and Radio, BBC World News, and Yahoo Finance and for articles in the Wall Street Journal, Barron’s, and other major publications. He has also been featured in numerous podcasts including Capital Allocators, The Investor’s Podcast, and Seeking Alpha. Alex is also a member of the Forbes Finance Council and regularly contributes content for Forbes.com.





    Table Discussed in this episode



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    Looking for style diversification? More information on the TDI Managed Growth Strategy - a href="http://thedisciplinedinvestor.

    • 53 min
    TDI Podcast: Looking Back Ahead (#798)

    TDI Podcast: Looking Back Ahead (#798)

    Starting off the year – 2023 let’s get after it.



    Unemployment dips, markets like what they see and more FTX/crypto fallout.



    And a look back to look ahead.













    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: (SPY), (QQQ)

    • 53 min
    TDI Podcast: 2022 Parade Of Guests (#797)

    TDI Podcast: 2022 Parade Of Guests (#797)

    So many guests, such great insights.



    What a wonderful to hear some of the best of Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more.













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







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

    • 1 hr 1 min
    TDI Podcast: Kanikama – Surimi Investments (#796)

    TDI Podcast: Kanikama – Surimi Investments (#796)

    Clock is counting down on 2022 - Recession is a lock in ’23 – at least the anal-lysts believe that.



    Some better news – lifting confidence in  the consumer, then a shot across the bow with a better GDP report.



    A look at recessions and recoveries – many shapes and sizes.



    And considering Kanikama...Fishsticks!













    Follow @andrewhorowitz







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







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

    • 37 min

Customer Reviews

4.4 out of 5
659 Ratings

659 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?

LBIR Subscriber ,

Good show. Keep it up!

One of my favorite podcasts to listen to (ex sellsider here, although that doesn’t hold much weight anymore).

Good breakdown of current and upcoming events.

Awesome guests too. Sometimes I wish he would push them more on their opinions. But whatev.

I’ve cutback my podcasts in 2022, but I make sure to listen to this one every week.

SoFloFranny ,

Andrew, thank you for your insight and humor.

There’s always something to learn from you and your guests.

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