The Disciplined Investor

Conflicting Data – but absolute certainty. What was in is out – a rotation at the start of the year. The 10-year Treasury tops 4% - for a moment – looking like a key resistance point. And our guest…Sam Burns of Mill Street Research. Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.  Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research. Mill Street Research: Mill Street Research provides a suite of consistently updated research reports and data for institutional investors covering asset allocation, country allocation, sector, and industry selection, equity factor analysis, and a robust quantitative stock selection process. The firm publishes more t

So many guests, such great insights - another year down and so much more ahead. Listen to  some of the "Best Of" guests -  Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more during these episodes.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)

Late day drop then next day pop. Blame it on option traders – they say... All about year end positioning. Our Guest – Brian Dress -Left Brain Research. Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation. Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling. FIND OUT MORE   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this epi

And all of a sudden – a Pivot and a rally to boot! The 10 year treasury is now – sub 4%. Oil hit technical support, bounces then stalls. Some thoughts on what is next with our guest today – Meb Faber – from Cambria Investment Management Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewh

Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger. Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his

SHAZAAM! – A November to Remember! Powell tries to talk markets down – not happening. Yields and  the USD collapse – good news for risk assets. And a look back at an amazing month …. Info Here. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AMZN), (NKE), (SPY), (GLD), (SLV), (OIL), (DIA)

Recap from the H&C Client Webinar. Q&A as well as a look back and look ahead. What's in Store for 2024? Client Webinar Recap What is Driving Markets Federal Reserve Remains Restrictive Treasury Yields and Mortgage Rates TINA is Gone, TARA is In The Political Climate Both Here and Abroad The Economy - Running Out of Stimulus Looking Forward Potential Rate Cuts for 2024 Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: N/A

Govy shutdown – but who cares anyway? Moody’s does – rating watch to negative. Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year.. Guest – Frank Curzio. Curzio Research 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 magazine

Rates Dip, Oil Dips, Stocks Hold Banks under pressure again – what is the problem now? Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Market Report   Register for the November 15th, 2024 Webinar   Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their ana

How would you like a big inheritance in the future? An Investment Carol Climbing a wall of worry as Powell tweaks commentary. Earnings season – looks like going to be back to earnings growth – Say goodbye to the earnings recession This episode guest: Steve Sanders - EVP at Interactive Brokers.   Register for the November 15th, 2024 Webinar   Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally. Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutio

Only one sector up for the month – it will surprise you. GDP is what? Who says the economy is slowing? Margins and earnings – a look inside. And our guest this week  - Danielle Dimartino Booth   Register for the November 15th, 2024 Webinar   Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritr

What exactly is AI and how is it transformational? Where are markets going and why does the Fed want the economy to break? Our guest, Ross Gerber is naming names in the AI and Tech space that he likes right now.   Register for the November 15th, 2024 Webinar   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment comp

Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all. Conflict in the Middle East drives oil up Hot CPI and PPI squash bonds. Sustainability and bubbles are the focus of our guests. Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world. Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed

The all important employment report and what happened after. Treasury Yields go parabolic as political upheaval and a new shutdown countdown starts. Guest, Dr. Richard Smith – AKA – The Doctor of Uncertainty When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less risk, regardless of market performance. In 2004 he used this algorithm to build one of the first online financial technology platforms. The platform worked so well he made it available to individual investors. In 2013 he founded TradeSmith, which started as a simple way to track portfolios and evolved into a powerful suite of risk-management and portfolio analysis tools. The company grew to over 30,000 investors who entrusted his technology with a staggering $20 billion, earning him the moniker “doctor of uncertainty.” After 16 successf

Markets digesting impacts of a government shutdown Moody’s warns US about its credit rating. Stocks stick to the program – seasonal trends hold. Wondering – are strikes the new inflationary thorn?   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (TLT)

Some old adages work – Sell Rosh Hashana – But what about Buying Yom Kippur? Market Sell-Off deepens as the Fed grows more hawkish. Some Buying opportunities emerging… Our guest – Chris Vecchio Head of Futures and Forex at Tastylive Check this out and find out more at: http://www.interactivebrokers.com/ Chris Vecchio is  currently the Head of Futures and Forex at tastylive, the research arm of the brokerage tastytrade. I have a global macro focus, looking at shorter-term (

CPI Hot – PPI Hot – but markets shrug it off. ECB raised rates 0.25% in a semi-surprising move. Blackout period continues for the Fed ahead of next week’s rate meeting – what a relief. And our guest this week – Eric Townsend, Host of the MacroVoices podcast Check this out and find out more at: http://www.interactivebrokers.com/ Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT's Artificial Intelligence laboratory, where he taught himself several computer programming languages. Erik became an independent software development and design consultant to Digital Corporation's manufacturing systems technology group at age 17. By age 20 he owned his first private aircraft, after earning his private and commercial pilot's licenses. From his experience at

The squirmy squirrelly market continues – China finally  figured it out – not pretty Oil up, stocks down, dollar up, VIX down just around 13 – Complacency? And out Guest, Manual Blay – The Dow Theory.com  - Newsletter – Home of the Schannep & Blay Timing Indicators Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals. Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz

Unemployment rate is up. Oil is Up. Stocks are Up!! Yields are up too! Guest- Fausto Pugliese - Cyber Trading University Fausto Pugliese was an original “SOES Bandit” day traders in the early 1990’s and was one of the first independent traders to take advantage of the Direct Access Trading technology. He acquired a wealth of knowledge from years of hands-on experience, beginning in the trenches, working side by side with some of the most practiced and successful traders in the industry. After semi-retiring as a successful trader in his early-twenties, Fausto developed his own trading school. Fausto is the CEO and Founder of Cyber Trading University, also known as CTU. He is also a twelve-time champion at the Traders’ Challenge and is known for his live-trading events where he gets to prove how well his trading methods work in real-time. Fausto is the author of How to Beat Market Makers At Their Own Game – Uncovering the Mysteries of Day Trading published by Wiley Trading. Cyber Trading University has

Squirrely market conditions continue – and its just getting started Deadline October 1st – Another political drama brewing... An inside look at terrible investing idea involving variable annuities. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (SPY), (TSLA), (DKS), (M)