The Disciplined Investor

by info@thedisciplinedinvestor.com (Andrew Horowitz, CFP and guests Frank Curzio, Harry Dent, Ben Hunt, Barry Ritholtz, Jim Rogers. TDI) · · · · 11 subscribers

The TDI Podcast - Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. Recent guests have included: Andrew Ross Sorkin, John Perkins and Jack Schwager, Tom McClellan, Frank Curzio along with other great authors and strategists....

Earnings Season is right around the corner and we are looking to see if expectations will meet reality. The unstoppable stock market keeps on rallying even as tensions in the Middle East continue to simmer. At the same time, we are waiting for the Phase 1 Trade Deal to be signed this coming week. PLUS […] [![](http://feeds.feedburner.com/~ff/tdicasts?d=yIl2AUoC8zA)](http://feeds.thedisciplinedinvestor.com/~ff/tdicasts?a=i8Y3G2nQ27U:mG4yGTmjeXg:yIl2AUoC8zA)

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Tags: cramer, stocks, business news, business, twit, laporte, cnbc, investing, ramsey, bloomberg, dvorak, obama

Older Episodes

Out with the old, in with the new. The data does not seem to matter – what (if anything) will change that? A deep dive into the highlights of 2019. QuantaFundaTechna – what type of analysis technique to use when MOMO takes over.
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.
Meb Faber is our guest for this week’s show. We get to know Meb a bit better and discuss topics ranging from home country bias, valuations, benchmarks to his current market outlook. We start this episode with a quick look at the week that was and what ...
Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity. We take a look at why this matters as an analysis tool and how it is being applied. Plus,
Frank Curzio is back and he has plenty of ideas to share. In particular, one popular stock that he says is a short right now. Plus, we get into the business of streaming to get Frank’s take on the potential losses that will build up.
The Fed cuts rates again and manufacturing slumps deeper into contraction – BUT the employment report soothes recession fears. New highs for markets, although not all stocks are participating. Taking a close look at fundamental and technical readings a...
Remembering some of the lessons from savvy traders and what not to fight as markets move toward all-time highs. Taking a look at the convergence of influences that are impacting stocks and what to make of these.
A mixed week for markets as economic growth slows. An earnings season scorecard – let’s just say that a high jump over a low bar. Clips from my media appearances this week, listener questions and a hodgepodge of topics.
The trade deal – is it in principal or principle? Either way it is a framework of an idea that has the opportunity to become a partial, skinny, Phase 1 or a bigger deal. We take a deep-dive into what was done and how this may impact markets.
Goldilocks is in the house! WeWork – Looking at the ramification of a deal gone bad. Market Breath questions – Participation waning. Historic events in the investment world – yes, ZERO commissions is the now new normal – but at what price?
Headline Bombs thrashing markets and stocks end the week on a sour note. We are heading into the end of the quarter with the small-cap growth sector entering correction status. An important discussion about “style” diversification.
Something doesn’t pass the small test in the overnight lending markets. While the Fed considers it a technical matter – they are now liquefying these markets through Permanent Open Market Operations (POMO) – The first time the Fed has stepped in since ...
Tensions in the Middle East as two Saudi Arabian oil installations are attacked by drones. Oil prices should see some serious volatility in the near future. Heavily shorted stocks get a boost this week – some up 50%, 60%,
Confirmation Bias and Filter Bubbles – exploring the differences and the harm they may cause your portfolio. Plus, a look into a “mall retail” operation as a short candidate. Listener questions and more… Follow @andrewhorowitz More information on the...
Erin Lowry, author of Broke Millennial brings us some great insights and tears down some misconceptions about millennials. We also take a look at Hurricane Dorian and look how people plan and react – there are some interesting similarities that can be ...
Chris Gessel of IBD explains how Investors Business Daily finds their top stocks and some of the screening criteria to hone in on the IBD50. Yes, this is a trade war and has just heated up. More tariffs and a greater level of eco hate was just announce...