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The Disciplined Investor
Updated 3 days ago
Rank #177 in Investing category
Business
Investing
News
Business News
iTunes Ratings
520 RatingsIntelligent and entertaining.
By Dr DGC Jeff - Nov 05 2018One of the best podcasts out there. Best in finance IMO.
Good
By Connor23185123 - Sep 22 2017Horowitz is a smart man with a lot of good market insights.
iTunes Ratings
520 RatingsIntelligent and entertaining.
By Dr DGC Jeff - Nov 05 2018One of the best podcasts out there. Best in finance IMO.
Good
By Connor23185123 - Sep 22 2017Horowitz is a smart man with a lot of good market insights.
Listen to:
The Disciplined Investor
Updated 3 days ago
Investment Disciplines and Timely Advice.
TDI Podcast: Opportunities in The Zones (#618)
Taylor Lembi on Real Estate Opportunity Zones – an interesting way to diversify and reduce capital gains tax on highly appreciated assets. If you have been scared, mentally paralyzed or just a non-believer in the market rally – we have something that may help in this episode of you. Plus – a look at the […]
Jun 29 2019
46mins
Play
TDI Podcast: Fix That Alpha Leak – Essentia Analytics (#621)
Clare Flynn Levy, CEO of Essentia Analytics explains why behavior tracking is essential to better performance. Just like elite athletes, investors need a data-driven feedback loop to improve. We also cover listener questions in the episode as well as economics, earnings and plenty more. Prior to founding Essentia, Clare spent 10 years as a fund […]
Jul 21 2019
56mins
Play
TDI Podcast: Hide Your Treasure (#622)
Adam Wright has a problem with spending. His idea is to create an augmented reality game to help himself (and others) to save more and spend less. The latest GDP report as well as earnings season are keeping investors interested in buying everything they can. Tech is looking pretty good – more earnings are on […]
Jul 27 2019
54mins
Play
TDI Podcast: The Widow-Maker Trade (#616)
Chris Vecchio brings us his expertise in the area of currency trading. If you ever wanted to know more about what it takes to be a currency trader – this episode is for you. What is going on with my Apple devices? Plus a look at the high-flying IPO markets. Christopher Vecchio is a Currency […]
Jun 16 2019
1hr 1min
Play
TDI Podcast: The Pulse with IBD’s Chris Gessel (#625)
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 announced. Markets are not taking this too well. […]
Aug 25 2019
58mins
Play
TDI Podcast: Long Fuse – Can We Handle The Truth? (#624)
Back from South Africa and I have a few important observations. Aside from what is happening there – much of the recent out-sized moves for bonds and equities need to be explored. More importantly, we are being stuffed with a bunch of solid waste by the Fed and central banks around the world. They are […]
Aug 17 2019
54mins
Play
TDI Podcast: Katie Bar The Door (#632)
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. We also consider the different ways to […]
Oct 12 2019
59mins
Play
TDI Podcast: Tariffornication (#615)
The Karate Kid of Economics strikes again – Tariffs on, Tariffs Off. Economic number are weak and that is bringing in the bad is good narrative – we discuss what to look for in the upcoming months ahead. Valuations, listener questions and a fishing story to boot – all this and much more….. Follow @andrewhorowitz […]
Jun 09 2019
48mins
Play
TDI Podcast: Zero is the Big News (#631)
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? Will there be a massive industry consolidation? Follow @andrewhorowitz Want style diversification? More […]
Oct 06 2019
53mins
Play
TDI Podcast – Stylizing Your Portfolio (#630)
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. Heavily shorted stocks reverse. The Fed drops rates and oil spikes on Middle East tensions. Follow @andrewhorowitz Want […]
Sep 28 2019
52mins
Play
TDI Podcast: Meb Faber on Valuations and Investor Bias (#638)
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 to expect for the holiday shortened week ahead. […]
Nov 23 2019
49mins
Play
TDI Podcast: Enhanced Fundamentals Through ESG Analysis (#637)
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, an update on the trade war, markets and the economics that […]
Nov 17 2019
45mins
Play
TDI Podcast: Streaming Wars with Frank Curzio (#636)
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. If that isn’t enough, we spend some time discussion the […]
Nov 09 2019
55mins
Play
TDI Podcast: Check Yourself Before You… (#635)
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 as compared to historical levels. Link to watch Andrew on – Investor Business Daily’s Podcast Follow @andrewhorowitz […]
Nov 03 2019
56mins
Play
TDI Podcast: A High Tide Lifts All Ships (#634)
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. Plus – reading into the latest earnings season and the Fed’s upcoming meeting. Link to watch Andrew on […]
Oct 26 2019
46mins
Play
TDI Podcast: High Jump Over A Low Bar (#633)
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. Plus – how much time are you spending on your own personal finance? Are you ignoring […]
Oct 19 2019
53mins
Play
TDI Podcast: Katie Bar The Door (#632)
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. We also consider the different ways to […]
Oct 12 2019
59mins
Play
TDI Podcast: Zero is the Big News (#631)
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? Will there be a massive industry consolidation? Follow @andrewhorowitz Want style diversification? More […]
Oct 06 2019
53mins
Play
TDI Podcast – Stylizing Your Portfolio (#630)
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. Heavily shorted stocks reverse. The Fed drops rates and oil spikes on Middle East tensions. Follow @andrewhorowitz Want […]
Sep 28 2019
52mins
Play
TDI Podcast: Repo Market Chaos = POMO (#629)
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 2008. Heavily shorted stocks reverse. The Fed drops rates and oil spikes on […]
Sep 21 2019
58mins
Play
TDI Podcast: An Unbearable Internal Struggle (#628)
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%, 70% as algos drive a short-squeeze. Plus, a look into two really interesting conversations with friends […]
Sep 15 2019
50mins
Play
TDI Podcast: You Are In A Filter Bubble (#627)
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 TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks […]
Sep 07 2019
53mins
Play
TDI Podcast: Millennials and Hurricanes (#626)
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 learned as investors. Erin Lowry is the author of Broke Millennial: Stop Scraping […]
Aug 31 2019
57mins
Play
TDI Podcast: The Pulse with IBD’s Chris Gessel (#625)
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 announced. Markets are not taking this too well. […]
Aug 25 2019
58mins
Play
TDI Podcast: Long Fuse – Can We Handle The Truth? (#624)
Back from South Africa and I have a few important observations. Aside from what is happening there – much of the recent out-sized moves for bonds and equities need to be explored. More importantly, we are being stuffed with a bunch of solid waste by the Fed and central banks around the world. They are […]
Aug 17 2019
54mins
Play
TDI Podcast: The Show Must Go On! (#623)
As I am somewhere in between a glass of red and a charging Rhino – let’s agree that the show must go on! In this episode we tackle listener questions – you asked and this episode is full of answers. Thanks for all that provided the requests that helped make this show great! Follow @andrewhorowitz […]
Aug 05 2019
40mins
Play
TDI Podcast: Hide Your Treasure (#622)
Adam Wright has a problem with spending. His idea is to create an augmented reality game to help himself (and others) to save more and spend less. The latest GDP report as well as earnings season are keeping investors interested in buying everything they can. Tech is looking pretty good – more earnings are on […]
Jul 27 2019
54mins
Play
TDI Podcast: Fix That Alpha Leak – Essentia Analytics (#621)
Clare Flynn Levy, CEO of Essentia Analytics explains why behavior tracking is essential to better performance. Just like elite athletes, investors need a data-driven feedback loop to improve. We also cover listener questions in the episode as well as economics, earnings and plenty more. Prior to founding Essentia, Clare spent 10 years as a fund […]
Jul 21 2019
56mins
Play
TDI Podcast: Cannabis Flower Power (#620)
Cannabis Life Sciences CEO Andrew Glashow is our guest this episode. We look at trends in the marijuana industry and what he sees ahead for the sector. Equity indices are making all-time highs with record amounts of money pulled from stock funds and ETFs – how does that square? Plus, we take a look at […]
Jul 14 2019
39mins
Play
TDI Podcast: Mutually Assured Destruction (#619)
Negative Rates are killing global economies. Turning yield curves upside down and causing a never ending race to the bottom. This will assuredly take down the global economy if this policy experiment isn’t discontinued. Is there anyway out of this or are we destined to see ZIRP forever? Plus – listener questions and a deep-dive […]
Jul 06 2019
49mins
Play