The Disciplined Investor

Capturing Maduro and Buying Greenland – all in a day’s work! Markets off to a great start – plenty of January to go… Venezuela oil – untapped opportunity – BUT let’s take a closer look. And our Guest – Todd Tresidder – Founder of FinancialMentor.com NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Todd Tresidder graduated from the University of California at Davis with a...

Prospective Perspective – we are looking ahead by looking back. A new year – what may drive returns into 2026. So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.   Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Grow...

Being disciplined pays off. Markets finishing in a good place – ready for 2026. Fun times ahead with a January warning. Inspired by Market Wizards with our guest, the renowned Jack Schwager.  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financia...

The walls are coming down – the house of cards exposed. We have economic data – late but we got it. And that concludes the last full week of trading for 2025! And our guest – Robbie Miles, CEO of Live and Let Live NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a f...

The Fed cuts and keeps markets guessing. Silver hits a record – up 100% this year. Looking at frameworks and fake transparency. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that p...

Quick flip and pivot – Fed in focus. Stagflation alert – inflation remains sticky. Unemployment – ADP show massive losses in one category. Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkinson, Director of Trading Education...

Tax Relief Boosts Corporate Earnings S&P 500 Financial Performance Analysis Share Buybacks and Market Indices Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices NEW! Download the AI Generated Show Notes (Guest Segment) Howard Silverblatt ( @hsilverb ) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones In...

We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the...

The Government is back open – is that a good thing? October’s economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management . Ross oversees...

The Emperor New Clothes – looks familiar. A closer look at valuations Tariffs under fire – Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com  – Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Manuel Blay is the editor of TheDowTheory.com , a top-ranked investment letter that...

Swiss cheese agreements. Overspending by big tech – could that be their  downfall? A rate cut in the dark and AI’s Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) Follow @andrewhorowitz Vitaliy Katsenelson, born  and raised...

It’s time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) As Founder & CEO of Quill Intelligence , Danielle...

Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another “V” recovery  – or fake out? And our guest, Howard Lindzon, Founder of Social Leverage.  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) Howard Lindzon has over 20 years of experience in both public...

The government is shutdown – How long this time? The Bubble – how much longer can it last? The healthcare sector gets a needed boost…. Guest: Tom Nelson, Franklin Templeton Funds  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions . He is a mem...

October – will history repeat? New tariffs announced – again. Thinking about 401k plans – innovation or exploitation? And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished profe...

Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education at Interactive Brokers.  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkenson, Director of Trading Education at Interactive Brokers. Andrew joined Interactive Broker...

The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of  Camuso CPA , an industry-leading firm working closely with cryptocurrency investors an...

Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty y...

We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values – are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. Agentic AI – something to look into…   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzi...

Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) Follow @andrewhorowitz More information available on Horowitz & Company’s TDI Managed Grow...

Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many year...

Home country bias – not benefiting you this year. CPI inflation – not as bad on the top line – under the surface more to look at. Global Momentum fund review – and new Exchange ETF opportunities for tax benefits. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segme...

The Bend and Snap – a one day sell-off is all it takes Services PMI is just about the contraction zone Economic reports softening – markets begging for a rate cut This episode’s guest: our good friend , author and former banker Satyajit  Das – all the way from down under NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) Satyajit Das is an internationally respected expert...

F1 Racing and the markets. Earnings, economics and the Fed. The casino – zero date options. Thomas Thornton, Hedge Fund Telemetry is this week’s guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)     Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market...

The first time in history this is happening in India What is Jim Buying? A restraint of trade and why commodity prices are cheap Looking to learn from one of the greats – GOAT! This episode’s guest: Jim Rogers – The Investment Biker NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and...