The Disciplined Investor

The fourth of a four part series – Back to Basics. Stocks, bonds, ETFs, mutual funds – which one is best? We got you covered as we discuss the basics of some of the important categories of investments.

We also have some incredible listener mail – a few special letters.

Financial engineering, rates and inflation are also in focus in this episode.

A Look Ahead to 2022

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Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

OurCrowd’s investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world.

Check it out at http://www.ourcrowd.com/tdi

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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (DDS), (AAPL), (AAL), (DAL), (PEP), (KO), (HD), (LOW), (SPY)

The third of a four part series – Back to Basics. This is a great discussion with Kevin Hoffmann about “ways to Save” and the Lobster Trap Savings approach.

We start with a basic discussion of how to begin with a systematic savings plan and then work our way to 401ks and retirement planning.

A Look Ahead to 2022

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Kevin Hoffmann is a key member of the Horowitz & Company, Inc. team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads operations, research and analytics for Horowitz & Company, Inc..

While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor‘s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.

Kevin has been central to the development of the eNVESTOLOGY program for Horowitz & Company.

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (AAPL), (META)

Markets taking a breather – the winning streak has ended

Make no mistake – inflation is trending higher.

The burning question about Andrew’s Thanksgiving Turkey recipe is answered….

The Back to Basic Series – Tax Help with Dan Pilla in this episode.

A Look Ahead to 2022

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Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”

Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved.

As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year.   Visit Dan’s Website

Follow @danieljpilla

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (RBLX), (AFRM)

The Fed says do not dread – Rates low for long time baby!

Markets – more new highs on earnings and cheap money – jobs report is impressive.  Buybacks hitting a record this quarter, plenty of downside protection or just overconfidence?

And – we are getting Back to Basics. This week we are talking about Estate Planning. Wills, trusts, power of attorney and Living Wills. Plus some ways to avoid probate without all the legal effort.

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (PTON), (AAPL), (MRNA), (PFE), (QQQ)

Newsflash – Elon Musk is really rich – the richest in fact! Tech earnings driving markets to new highs – Goldilocks or full steam ahead?

Democrats tripping over themselves to get a deal done – any deal, no matter how bad it is for the country.

Learning from the Great Pyramids. You can’t get rich overnight – literally, just like you cannot build a pyramid that has lasted 5,000 years without all the hard work that was put in to the venture.

It spooky out there – Halloween 2021 here we are …

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (AAPL), (MSFT), (TSLA), (AMZN), (QQQ), (FB)

Let’s go! From the start of 2021 until now – some of the best opening salvos from The Disciplined Investor podcasts.

Looking back, there was plenty of interesting items and a few wacky ideas that we covered.

A chronology that ties it all together.

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

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Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (N/A)

Earnings season is around the corner while inflation and supply chain issues are the talk of the town.

A very disturbing headline sighted and

Asking about what shoes will be dropping in China with our Guest – Frank Curzio from Curzio Research.

Frank will answer the question: What is the ONE thing that could crush markets.

Frank Curzio can be reached by email at frank@curzioresearch.com

Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.

Check out his newsletters. (Free trial subscriptions available)

He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.

Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.

Follow @frankcurzio

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/
Check This Out..

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (FB), (TSM), (GM), (F), (CAT), (X), (RBLX)

Kicking the can down the road – Congress can’t get anything done…

Why does this market construct feel so familiar?

Follow the bouncing ball or should we try to resist the temptation?

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (N/A)

Too Much Woolly Bully in the System.Market React to political games being played and end the month of September in the loss column.

Black Holes – Worse than bubbles popping – let’s get into this…

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (KSS), (DDS), (SHW), (NKE), (M)

A Game of Chicken in China.

Volatility Smacks into  Liquidity

Nike, Fedex, – warnings we don’t want to hear, but something we need to pay attention to.

Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com

Learn More at http://www.ibkr.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY Info – https://envestology.com/

Friday Pre-Market Run-Down Webinar Registration – https://www.triggercharts.com/webinar-pre-market-rundown-fridays/

Stocks mentioned in this episode: (WMT), (NKE), (BTCUSD), (JPM)

There is the tootsie, the jelly and Now - the market roll – yes, things are getting concerning.

Fed officials owned bonds during crisis – and stocks – now the blow-back is coming.

Our guest today, Noland Langford of Left Brain Research.
Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.

Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.

In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com
Learn More at http://www.ibkr.com/
OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world.
Check it out at http://www.ourcrowd.com/tdi
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (SPY), (INMD), (QQQ), (@CL), (@NG)

Arcimoto's Mark Frohnmayer is the guest for this week's TDI Podcast.

We spend some time talking about his start in the industry as well as what he sees for the future.
Mark Frohnmayer, Arcimoto President and Founder
Mark graduated from UC Berkeley in 1996 with a degree in Electrical Engineering and Computer Science. After 11 years leading advanced technology projects in the game development industry and the sale of his first startup, GarageGames, he turned his energy toward solving the worldwide problem of sustainable transportation. As CEO of Arcimoto, he has led the team from concept and startup in 2007, through eight generations of prototype vehicles and a Nasdaq-listed Regulation A IPO, to a public electric vehicle manufacturing company delivering retail production Fun Utility Vehicles (FUVs). Concurrent with production and delivery of the consumer-focused FUV, Arcimoto is developing their fleet offerings focused on the small form emergency services and rapidly growing last mile delivery vehicle markets.

Frohnmayer founded the Equal Vote Coalition in 2014 and is the co-inventor of the STAR Voting method. He is also the Executive Producer of the Marble It Up game franchise, available on Switch, Steam, and Apple Arcade.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com
Learn More at http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (FUV),

Unemployment Report – not so good.

AND – that puts the Fed back in play.

Labor Day Weekend – Back to School in a new world with new ways.

Looking back on interesting times..
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (AAPL), (GOOGL), (RTY), (SPY), (QQQ), (FB), (MSFT)

Sheer Stupidity – Afghanistan just a terrible mess.

Jackson Hole– Powell Speaks - nothing-burger.

Meme Stocks – Ramping – for what reason?

The Bull / Bear Case explored.

And we have listener questions – one of my favorite questions coming up.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com
Learn More at http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (PTON), (JWN), (GOS), (IWM)

Fed taper discussions - 16 mentions in latest minutes. Markets react, but a strange move in bonds told the real story.

A clear assault on capitalism in China - what do you expect from a communist regime?

This week's theme = Follow The Leader.
Sean Brown is the CEO and President of YCharts, an investment research platform that enables smarter investments, better client communications and focuses on helping advisors deliver more value to their own clients. Sean’s passionate about providing advisors with quick access to investment data and modern tools that help them derive and share insights. He believes that advisors require outstanding human support to ensure their success.

In his near 30-year-career, Sean’s focus has been on financial services and software, he’s been an executive at several startups, private equity backed firms, and public companies. A Notre Dame and Stanford University graduate, Sean is a proud father and husband, an avid reader, and college football and Chicago Cubs fan.
YCharts - 15% Discount Only August 2021 -
~Mention The Disciplined Investor ~
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (BABA), (KWEB), (DIDI), (BIDU)

Crashing consumer confidence - but new market highs, even in Australia.

Living La Vita Covid? We explore the many reasons to cheer the reopening,  but is this as good as it gets?

More insights into market disconnects and why indices are at all-time highs.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com
Learn More at http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode:

The short squeeze gang is still around – Robinhood (HOOD) shares fly high.

Mixed news on the economic front – employers starting to lose confidence

Bond yields test the lows, then bounce and  we have a great batch of listener questions.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com
Learn More at http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (HOOD), (SPY)

Good news, bad new - earnings season provides insights.

Covid worries dominate the tape.

The Fed digs in and stays put.

Thinking hard about complacency levels and what to do now.
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com
Learn More at http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (DIDI), (FXI), (AMZN), (CROX), (BABA), (SPY), (IWM)

Bezos up in space!

But back home, bond yields keep coming down.

A resurgence of the pandemic trade moves investors to take cover.
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.

Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance.
Follow @frankcurzio
Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com
Learn More at http://www.ibkr.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/
Stocks mentioned in this episode: (DAL), (HLT), (SPY), (NCLH)

Smallcaps crushed.

EYE popping Inflation

The Fed is Oblivious - while twisting the story.

Yellen is out there pumping and sellin' - we get to the bottom of what we think is really going to happen with prices.
Follow @andrewhorowitz
YCharts
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (AAPL), (NFLX), (SPY), (IWM), (XLF)