The Disciplined Investor

The Disciplined Investor

The Disciplined Investor Podcast

Episodes

August 7, 2022 65 min
Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it! STONKS - are they back? Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech is making a run – from oversold to now, overbought. What happened to CAPITULATION? Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience cov...
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Stocks rally into Fed – and then blasted higher on a dovish take on Powell. Tech earnings – looking pretty good – well, better than expected. Bond yield tumble, the USD heads lower and asking about the “R” Word. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information on th...
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The penguins are leading the charge - talking us into recession. Markets react and what are you doing? Not looking at your statements? Sticking your head in the sand? So many opportunities - let's find them together. Listener questions and a wake up call. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://...
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Vitaliy Katsenelson is this week's guest. We talk about the essence of life and how to gain purpose and meaning. New book alert! Soul in the game... Vitaliy Katsenelson was born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily...
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Finally, an up week for markets – but still squirrelly. Oil Down, commodities down, VIX hanging under 30. Gas tax holiday announced and other bad ideas coming your way Guest, Fed Insider Danielle Dimartimo Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a...
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Trial balloons, leaks and 75 basis points. Central banks are in a tizzy – market gyrations making me dizzy. Key Reversal Indicator – would you look at that! And, a review of current economic conditions. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks...
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June 12, 2022 68 min
Haircuts – why you don’t do them yourself. Two trends that will benefit from high inflation and why billions of $$ will start flowing into Bitcoin. Frank Curzio is our guest and he is talking about the Metaverse (land), inflation and deflation, oil prices and bear markets. 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 sma...
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Inflation starts to abate - for now. Markets moving in wild course - only in bear markets. But, is that about to stabilize? A best of episode of Andrew's rants, concerns and issues with the Fed heads, inflation and a look back. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https...
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VIX hanging below 30 – interesting with this much daily pain over the past weeks. Rates on 10yr backing up – just as we thought - now look at them! Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points. Guest- Clare Flynn Levy from Essential Analystics. Clare Flynn Levy  - Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over...
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May 22, 2022 70 min
This is a first! We are rebroadcasting this recent Client Webinar/Update. So much information that needs to be shared and great Q&A session. Getting over a non-covid flu or something - kicking my butt though. Retail apocalypse - could mean deflationary conditions are ahead... Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvesto...
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David Tepper - calling the bottom - seems like everyone wants to be the market hero these days. Panic selling and panic buying - amateur hour out there. A quick less on Buying the Dip - or maybe not buying the dip. A best of episode of Andrew's rants and issues with the Fed heads. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedi...
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Rough sledding – the Fed giveth and taketh away. Markets correlations are a big question mark - nowhere to hide. Running with their hair on fire, and a discussion about Treasury I-bonds. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Dow...
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Make no mistake - this will be a Fed Engineered Recession. Listener questions, the Social Security Ponzi Scheme - and why we like CRABS. Listen in for the one thing that needs to happen for the market to stabilize.... CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information...
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Ugly, nasty action for streaming services – Netflix gets hammered! Sell the rips – apparently that the theme continues with a slight change in dynamic from some Fed speakers. And, continuing our take on Financial Literacy Month. Technical analysis, MACD, RSI, SMA all in this discussion. HAPPY 15th Anniversary TDI Podcast! Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Gr...
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OH it is hot – A scorcher – Inflation that is. Earnings season gets underway – Airlines up – banks down. What do we know about money? Its Financial Literacy month - let's give some stuff away - listen in. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Fri...
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April 10, 2022 57 min
Is it the 1970's all over again? Our guest, Octavio Marenzi thinks that this is going to be a long slog as inflation persists. Is a recession coming sooner than we think? We talk Vienna Hot Hogs and a report back from Andrew's Bimini trip. Plus - covering crypto exchanges and the Bitcoin 2022 conference.
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End of the month and end of a wild quarter - April favors the bulls – at least seasonality studies show. Earnings season is right around the corner and out guest Frank Curzio, Curzio research. Stocks that  are a "no-brainer" during inflationary times, the skinny on the yield curve inversion and more.. The important crypto news that has Frank all excited. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up...
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From Trounce to Bounce – Markets have a change in direction. Yield spike – what we call a skew event. The Fed is not your friend…… Don’t fight it.. Our guest this week - Dr. Richard Smith. March 2022 - WEBINAR REPLAY Follow @andrewhorowitz 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 hi...
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China reverses course send stocks flying – A massive move... Short Squeezing is the flavor of the month! The Fed does what it was supposed to – but remains hawkish. Michael Covel is our special guest this week. March 2022 - WEBINAR REPLAY Follow @andrewhorowitz Michael Covel searches. He digs. He goes behind the curtain to reveal a state of mind the system doesn‘t want you in. Characterized as “essential” and “require...
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March 13, 2022 44 min
Clocks moving forward – more light – hopefully less gloom. The headlines are making us all a little crazy. Meanwhile consumer confidence plunges and we recap of our Client Webinar Update this week (link below) March 2022 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - ...
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