The Disciplined Investor
The Disciplined Investor Podcast
Episodes
September 17, 2023 • 59 mins
CPI Hot – PPI Hot – but markets shrug it off.
ECB raised rates 0.25% in a semi-surprising move.
Blackout period continues for the Fed ahead of next week’s rate meeting – what a relief.
And our guest this week – Eric Townsend, Host of the MacroVoices podcast
Check this out and find out more at: http://www.interactivebrokers.com/
Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his c...
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September 10, 2023 • 62 mins
The squirmy squirrelly market continues –
China finally figured it out – not pretty
Oil up, stocks down, dollar up, VIX down just around 13 – Complacency?
And out Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators
Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating B...
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September 3, 2023 • 44 mins
Unemployment rate is up.
Oil is Up. Stocks are Up!!
Yields are up too!
Guest- Fausto Pugliese - Cyber Trading University
Fausto Pugliese was an original “SOES Bandit” day traders in the early 1990’s and was one of the first independent traders to take advantage of the Direct Access Trading technology. He acquired a wealth of knowledge from years of hands-on experience, beginning in the trenches, working side by side with so...
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August 27, 2023 • 44 mins
Squirrely market conditions continue – and its just getting started
Deadline October 1st – Another political drama brewing...
An inside look at terrible investing idea involving variable annuities.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (SPY), (TSLA), (DKS), (M)
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August 20, 2023 • 51 mins
Market action is going from bad to worse.
Wondering about inflation – yes inflation.
Another government shutdown looms – what happens next?
And our guest – Ed Easterling of Crestmont Research
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty y...
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August 13, 2023 • 57 mins
48 hours in Nashville.
Mega-Caps puke up some of the recent gains - then try for a little run.
Potential for reflation – watch for that word… Not seeing and significant drop in CPI.
Our Guest today is Lou Basanese – President of Public Ventures, LLC.
Lou is a well-known thought leader and advocate for young technology companies with promising intellectual property. He brings decades of experience as a public venture inve...
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August 6, 2023 • 68 mins
The USA debt rating is CUT!
Most earnings are out and we have the results.
Weekly oil inventories – largest draw-down EVER!
Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk.
Mr. Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals.
Cullen’s primary areas of expertise include global macro portf...
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July 30, 2023 • 62 mins
Bank of Japan spooks investors.
DJIA breaks it winning streak - almost had the all-time record.
News to use, valuations to value.
Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA)
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years...
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July 23, 2023 • 43 mins
The AI tech wash is getting old.
Earnings in and so far, no surprises. One sell off day in a sea of buying.
A recap of my discussion with Goldman Sachs.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AAPL), (MSFT), (NFLX), (TSLA), (SCHWB), (BAC), (JPM)
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July 16, 2023 • 50 mins
Its that time again – earnings season is upon us.
Markets in a new bull run – getting a little frothy though...
Inflation is Only 3% Now – but that is against the high watermark and our guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary o...
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July 9, 2023 • 43 mins
Rates spike to decade long highs. The employment reports provide mixed messages.
Resilient – that is the name of the game - And a look back in order to look forward.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AAPL), (JPM)
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July 2, 2023 • 38 mins
June is over – in the books – now the summer is finally here.
Back to that question – Is this a new Bull market? We have some more info to discuss.
NASDAQ 100 best 6 month start in decades!
And things that were said that markets ignored.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (SPY), (QQQ)
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June 26, 2023 • 60 mins
June coming to a close and what an interesting month it has been.
Crypto coming under pressure – SEC is making moves.
Inflation kicking up again around the world – wondering about US numbers.
And our guest this week is Frank Curzio from 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 stoc...
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June 18, 2023 • 36 mins
A pause or a maybe skip is what the Fed has ordered.
Coming in hawkish and market is spooked...for about 10 minutes.
New highs driven by – you guessed it the Mega Caps.
A question answered: Are we in a new bull market?
A complete discussion about the inner workings of quantitative analysis.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode...
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June 11, 2023 • 44 mins
OPEC Cuts production – at least on country does. Still, oil drops.
Odds still favor a fed SKIP – the new word on the street.
A look at ROE and market performance during recessions.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (AAPL), (OIL), (AMD), (NVDA)
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June 4, 2023 • 57 mins
May Market Madness – Tech vs. everything else.
Politicians create problems – just to fix them – My Heroes!
Bifurcating markets – that is of interest.
And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds.
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committ...
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May 28, 2023 • 45 mins
Memorial Day is here and we can smell the summer!
Government creating problems – just to solve them?
Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello.
Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened in Fort Lauderdale, FL on January 12, 2022. It is the first new bank opened in South Florida since 2009...
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May 21, 2023 • 53 mins
Risk warehousing, Government paralysis and other interesting concepts from this week's guest, Dr. Richard Smith.
How to mitigate self-defeating investment plans?
AI and the potential for civilization - good stuff in this episode.
When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his...
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May 14, 2023 • 59 mins
Inflation CPI report as expected – markets – don’t know what to make of it.
Banks still not getting any love - more shoes to drop.
Debt ceiling talks going nowhere...
This week's guest is Thoma Thornton - Hedge Fund Telemetry.
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 note for a select group of hedge f...
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May 7, 2023 • 64 mins
No Dead Fed – Hikes still on the table - although markets don't agree.
A quick look back and ahead as banks are in trouble. It is getting a little silly...
Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand
Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howar...
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