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.

Double the guests, quadruple the insights. We begin with talking cryptocurrency trading with Taylor Letterman of Simpler Trading. Taylor provides some wonderful insights about this fast moving area of finance.
Guest Keith McCullough digs deep into some of the more important market moving information that is available. We discuss macro tourism, moving average monkeys, key macro models that Hedgeye uses in their analysis. Plus,
Guest PJ Gorynski of Bespoke Market Intelligence explains how specialized surveys are used to better understand investor and market sentiment. We take a look at some of his findings related to the newly announce Facebook (FB) dating service that was re...
After listening to the latest conference call from Tesla (TSLA), many questions need to be answered. It seems that there is a good amount of protesting going on with a short temper toward analysts and little patience. Is this the height of hubris?
An deluge of earnings that looked wonderful on the print, but not so great in price action afterwards. Two great guests this week as we look into seasonal trends with Dimitri Speck, founder of Seasonax as well as the latest trends for Fintech with Jaso...
This week we have two great guests. First up is Daniel Crosby with a discussion about the embedded psychology of investing. We cover reasons why investors make decisions and how a shift in mental attitude can help with profits.
First time guest, Eddy Elfenbein is dedicated to a bottom’s up approach when researching stocks. While many investors are all about a momentum, top down approach, Eddy explains his strategy and how that has helped him with some great long-term performa...
Quite the recovery – but what has history shown about the next potential move? We look back on other periods of intense volatility to find out more. Inflation is definitely on the rise. Several key economic reports this week confirmed that there has be...
Constant talk of good fundamentals and earnings had many investors adding leverage as volatility was non-existent. Risk has not been a concern for some time and portfolio leverage grew to historic levels. Then the spark that lit the fire – a sudden ri...
Danielle Park explains why the markets are vulnerable at this point. In particular she looks at the incredible amount of corporate and sovereign debt that has built up over the past year. More importantly, she teaches us about risk and why many people ...
In this episode, Brian Shannon of AlphaTrends.net provides valuable insights into trading crytptocurrencies. We talk about some of his favorite setups, indicators and what coins to focus on. As Brian has always said,
Guest, Jeffrey Small explains why he thinks that it may be time to get out of stocks. He tells us that most investors don’t know the risk that they are facing and how there are many better alternatives. Artificial markets,
Guest, Danielle DiMartino Booth and Andrew discuss inflation from the Fed’s perspective. Danielle provides a some fascinating statistics regarding the massive amount of stimulus that has been pumped into global markets by central banks in 2017 as well ...
Investors celebrating the New Year! Crude oil hit best level since 2014. While the jobs report was disappointing - it had not impact on markets. CryptoCurrency sites seeing deluge of new accounts - we get to the bottom of what is going on.
What an amazing year! With over 60 hours of listening time recorded this year, we had some remarkable guests and gained tremendous insights. Discussions ranged from behavioral finance to the deconstruction of economic data.
Guest, Dr. Ben Hunt is the last guest for 2017 and a great one indeed. We discuss the levers that are pulled by many in the establishments in order to have us think along with the herd. Some of the more interesting areas of discussion focus on behavior...
There you have it – rates hiked by Yellen in her last official meeting and the Tax Reform Bill appears to be a done deal. It has also become clear that all you have to do is mention blockchain in your PR piece and stocks take off – we take …
Guest, Harry Dent is adamant that a major market correction is coming. He lays out his research and provides what he believes will be the catalyst to a global crash. Now that Bitcoin futures are trading, what will be the reaction in the cryptocurrency ...
Frank Curzio is our guest as we discuss several topics, ranging from the economy to politics and then to retail and energy plays. Plenty of stock ideas, insight and education in this episode. Plus – we get into the most recent tax bill and what that wi...
Some of the high-flying stocks that are associated with Bitcoin/Cryptocurrencies are making moves – we identify a few to take a further look at. We start off with a review of the latest eco reports, then discuss what to look for in the next potential p...