Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
The Disciplined Investor
Claimed 4 people rated this podcast
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
The Disciplined InvestorClaimedEpisodes
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
The Disciplined Investor
Claimed 4 people rated this podcast
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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 BoothRegister for the November 15th, 2024 W
Another Fed trial balloon pops markets.Inflation coming in hot – although off of a low base.Wacky action in yields, but markets are still holding tough - sort of.Our guest today – Thomas Thornton from Hedge Fund TelemetrySeedInvest -
Muddy Waters Research founder Carson Block is our guest. We dive into the history of some of the greatest frauds in years and how he helped to uncover many of these. China is in the spotlight Carson explains the fascinating rise and fall of
Gold hitting new highs – and oil is on the riseEasy policy over in Japan While China is stimulatingBig employment report moves marketsGuest David Gaffen – Editor at Reuters.David Gaffen is the U.S. breaking news companies editor
Bang Zoom to the Moon – Bitcoin ramps to new highs - Then again so do equities.Goldilocks – SHE'S BAAAACKAnd our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.Tom Nelson is a senior vice president
The Fed – Is Powell throwing in the towel?AI – Profits spreading – lots of money to be made.Apple – dragged down by a new lawsuit.90 years of evidence, this week's guest says this is the key asset class to own..Paul Merriman is a na
Markets moving – pros thinking about hedging - March is here and thinking about consolidation potentialAI hype continues and continues…This week's guest is Thomas Thornton - Hedge Fund Telemetry.Thomas Thornton is a former portfolio
Education and implementation of investing techniques.In this episode, we discuss the important aspects investing, best execution and enhancements to a really cool trading platform.This episode's guest: Steve Sanders - EVP at Interactive Br
Inflation – Maybe Stagflation?Surging unprofitable stocks – a bit of déjà vu hereAI fever rolls on (and on).After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University
A banking crisis brewing? Say it aint soFed’s trying to talk down rate cuts – Powell on 60 MinutesLooking like a pullback could be in the cardsGuest, Frank Curzio – Curzio ResearchFrank Curzio can be reached by email at frank@c
US Economy humming along – better than expected – but calls for rate cuts continue.Is this the Year for Foreign? Not so fast says markets.Bitcoin – post ETF blues.This week's guest - Tim Knight – a self proclaimed Permabear.Tim
And on that server farm there was a chip - Ai-Ai-OGuests John Pugliano and Danielle Dimartino Booth are this week's guest - talking about the only two things that seem to matter - The Fed and Ai.Follow @andrewhorowitzJohn Puglian
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.S
Consumers and investors are in the holiday mood.Goldilocks may be in the houseThinking 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 ha
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 RecapWhat is Driving MarketsFederal Reserve Remains RestrictiveTreasury Yields and Mortgage RatesTINA
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 ResearchFrank Curzio can be r
Rates Dip, Oil Dips, Stocks HoldBanks 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 ReportRegister for the Novemb
Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all.Conflict in the Middle East drives oil upHot CPI and PPI squash bonds.Sustainability and bubbles are the focus of our guests.Satyajit Das
Markets digesting impacts of a government shutdownMoody’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
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 Mac
Unemployment rate is up.Oil is Up. Stocks are Up!!Yields are up too!Guest- Fausto Pugliese - Cyber Trading UniversityFausto Pugliese was an original “SOES Bandit” day traders in the early 1990’s and was one of the first independent
Squirrely market conditions continue – and its just getting startedDeadline October 1st – Another political drama brewing...An inside look at terrible investing idea involving variable annuities.Check this out and find out more at: h
Market action is going from bad to worse.Wondering about inflation – yes inflation.Another government shutdown looms – what happens next?And our guest – Ed Easterling of Crestmont ResearchEd Easterling is the founder and President
48 hours in Nashville.Mega-Caps puke up some of the recent gains - then try for a little run.Potential for reflation – watch for that word… Not seeing and significant drop in CPI.Our Guest today is Lou Basanese – President of Public Vent
The USA debt rating is CUT!Most earnings are out and we have the results.Weekly oil inventories – largest draw-down EVER!Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk.Mr. Roche founded Discipline Funds to
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