The Disciplined Investor

Sitting on hands – maybe a good idea right now.Confidence vs. courage in your investment process.A look at Q1 markets and economics.Thomas Thornton, Hedge Fund Telemetry is this week’s guest.NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a...

A one sided peace plan? Let’s hope not…Inflation estimates in the 5% range and climbing.Private markets, credit and the same story all over again.And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap? Learn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy –...

PPI just exploded higher.Florida Freeze about to hit our wallets.The Fed is on hold but not happy.And the War carry’s on…Our guest this week – David Gaffen, Breaking News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. He also did stints as the U.S....

Oil’s Big move – one for the record books.Markets in a slight panic – not too worse for ware.Inflation numbers are out – but does anyone care?And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic...

War and Markets – Not a great mixSouth Korea tumbles the most in historyInflation risk is real again – the Fed’s quandary is realInvestors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and...

Markets not thrilled with techMortgage rates dip below 6%Feb ends with a dudLooking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher”NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and...

Short week – but full of fun…We have been dancing around the 50-day moving average.A rant is about to happen – oh boy, strap in.And what is going on with commodities?A great time to bring on our guest – Carley Garner of DeCarley Trading.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner...

Employment Report SolidThe Tech disruptors are getting disrupted…Growth vs Value – an abrupt change.Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio. NEW! DOWNLOAD THE AI GENERATED SHOW NOTESCullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals.Cullen’s...

They are calling it Software-mageddon!Digging into the precious metals.Wake up Diversification fans – we have something for you… Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy – HEREStocks mentioned in this episode: (CRM), (QQQ), (NVDA), (GLD), (SLV)

The FED – keeps rates unchangedSpaceX announcing IPO plansInvestors cautious on CaprEx spending plansAnd our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTESFrank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.Check out his newsletters. (Free...