The Disciplined Investor 
TDI Podcast: Yuk Yuk with Lindzon (#970)
War is on or off – can’t keep track But, nothing has changed with the flow of oil What is the story that markets really telling us ? 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 […]
10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken. Key Reversal Indicator breaches an important level. Employment, Inflation and eco still looking good. Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton. NEW! DOWNLOAD […]
TDI Podcast: Stock Market Maestros (#968)
We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand… We are talking Stock Market Maestros with our guest – Clare Flynn Levy, […]
TDI Podcast: Conviction vs. Courage (#967)
Sitting on hands – maybe a good idea right now. Confidence vs. courage in your investment process. A look at Q1 markets and economics. 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 […]
TDI Podcast: Prepping for 1973 (#966)
A one sided peace plan? Let’s hope not… Inflation estimates in the 5% range and climbing. Private markets, credit and the same story all over again. And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap? Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? […]
TDI Podcast: Grocery Inflation Bomb (#965)
PPI just exploded higher. Florida Freeze about to hit our wallets. The Fed is on hold but not happy. And the War carry’s on… Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) David Gaffen is the U.S. breaking news companies editor […]
TDI Podcast: Thomas Peterffy Unfiltered (#964)
Oil’s Big move – one for the record books. Markets in a slight panic – not too worse for ware. Inflation numbers are out – but does anyone care? And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Thomas Peterffy […]
TDI Podcast: Gerber on Ai, Tech and War (#963)
War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed’s quandary is real Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) […]
TDI Podcast: Reality Bites (#962)
Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed’s next move with 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 DiMartino Booth set out to […]
TDI Podcast: Commodity Carley (#961)
Short week – but full of fun… We have been dancing around the 50-day moving average. A rant is about to happen – oh boy, strap in. And what is going on with commodities? A great time to bring on our guest – Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW […]
TDI Podcast: The Perfect Portfolio (#960)
Employment Report Solid The Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help […]
TDI Podcast: The Right Mix (#959)
They are calling it Software-mageddon! Digging into the precious metals. Wake up Diversification fans – we have something for you… 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: (CRM), (QQQ), (NVDA), (GLD), […]
TDI Podcast: Urgent Stock Trends (#958)
The FED – keeps rates unchanged SpaceX announcing IPO plans Investors cautious on CaprEx spending plans And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience […]
TDI Podcast: Bourbon Ta$ting (#957)
Greenland babble sinks and then boosts markets. Natural Gas prices skyrocket. Small Caps continue to lead markets. Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey! NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of […]
TDI Podcast: Private Equity Insights (#956)
Greenland, Iran and Mexico – OH MY Earnings season – yes it is here ! Markets re on fire – all systems go – Get your gold and silver too! And out guest – Benjamin Kahle – Managing Partner of Wellings Capital. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Benjamin Kahle is […]