The Disciplined Investor

by Andrew Horowitz, CFP and guests Frank Curzio, Harry Dent, Ben Hunt, Barry Ritholtz, Jim Rogers. TDI (info@thedisciplinedinvestor.com) · · · · 31 subscribers

The Disciplined Investor is all about you, your money and the markets. We will discuss the most relevant topics that are affecting your money and look for good planning ideas. Stocks and markets will be covered and we will take your questions from email. Guests too! Listen in today.

A strong July comes to a close as earnings from tech giants wow the street. Congress is hitting a wall on new stimulus package - something has got to give (and will). Plus, unraveling the Kodak grift with the help of our guest – back by popular demand - Ben Hunt, creator of Epsilon Theory […]

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Tags: cramer, business/investing, business news, business, investing, money, news & politics, mad, stocks, markets, investments, business/business news

Older Episodes

So much for the Rally – Tech Turns Tail. The Earnings deluge is upon us – big week ahead. Gold and Silver – rocketing higher on a soft USD. July is just about over – good markets, but good riddance! Some homework for listeners and a look at what to …
Stocks up , Gold Up, Silver Up, Bonds Up, Case Count Up, Fed balance Sheet Up, Deaths Up, Unemployed Up , Everything is UP UP UP! – oh except trading volume…. And a look into the best kind of bear market.. Plus – listen to what we are discussing in …
Rolling W’s or a “K” Shaped Recovery? We take a look at what this could mean and if it is even possible. While cases rise, new hope for treatments arrive. SPAC’s are on fire – let’s discuss. Listener Call-in Questions are answered.
Markets roar back with economics looking a bit better. The employment report rings a positive tone, while the Pandemic is ravaging our personal health. We take a look at the past quarter’s winners and losers and even squeeze in a few listener questions...
Going in Reverse – Positivity Rate up – Phased openings in question. Banks Slammed on a one-two punch. Coming down to the end of the month and end of the quarter – the horses can smell the barn. And a First – Listener Call-ins – Your questions answered...
The wild roller coaster ride continues as Covid Cases and hospitalizations spike. Markets are concerned but not too worried and Getting Artsy – with out guest Scott Lynn, CEO and Founder of Masterworks. We are talking Banksy, Clyfford Still,
From exuberance to panic in just about 48 hours time. Speculation is high – but the underbelly is soft. Bringing you Episode 666 – hoping that is not a prophecy! And a Follow up on the KRI. Follow @andrewhorowitz Looking for style diversification?
Surprise unemployment report rallies markets. What was beaten down becomes this week’s darlings. Coronavirus in the rear view mirror – or is it? We also cover the massive break in the relationship with markets and the overall economy.
Markets rally for a second month while value blows past growth for the week. Threats to China have no immediate impact on market and our Guest – Frank Curzio of Curzio Research. An important discussion on the economy and markets.
Markets remain resilient against a backdrop of bad news, governments signal they have our backs. New geopolitical tensions arising and the shape of the recovery is in question…. We also discuss how to watch out for bad deals and brokers that push what ...
When Is the right time to get back in? This is a question that has come up several times this week. Seed the portfolio, one foot in and one foot out – a discussion on “how to get back in” with practical steps and a plan.
Sean Brown, CEO of YCharts is our guest this episode and we get some insights into the research process. We also discuss the disconnect with economics and markets, the outlook for earnings and what the future may hold.
Big caps down – small caps up. The grand re-opening experiment begins – looking at this as a potential “sell the news” event. A focus on the weakest link in your portfolio and what boxes need to be checked for the rally to continue.
Crude Oil – Makes a historic move as markets end a down week on an upbeat note. States opening back up – the dirty secret of why this is happening. A look back at a week packed full of audio and video along with the outlook for economic and earnings …
Noland Langford, founder of Left Brain Research is our guest this week. Talking about fundamental analysis in a time that there is no quantifiable earnings outlook. Getting your head straight when it is tough to know what day it is.
Back from a cruise to nowhere and the Santa Rally is alive and well. 2019 – the upside down of 2018 and thoughts on 2020. Investing has become easier and harder along the way. Exploring the changes over time.
Markets Rising into the end of the year and investors sloughing off Impeachment. Fed on Hold – through 2020? Tax Changes for retirement plans coming… Plus – a quick discussion of market moving resolutions and some thoughts on how to plan to succeed.
CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips. At the top of the show, we spend some time talking about the no-deal trade deal and the likely imp...
Yes, it is QE4. We lay out the reasons for the market rally as well as why we are seeing the continuation of a move higher. An update of economics as well as insights on the status of the trade deal. Plus – listener questions answered.