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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Herky-Jerky market action continues.Powell puts down the gavel.Tariffs enter the picture againAnd our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing.Steve Seleng
What commodities look attractive here and why?Inflation CPI reports - just not looking goodMajor banks kick off earnings season..Guest: Robbie Miles, CFA - Allianz GlobalRobbie Miles, CFA, ACA - Portfolio Manager (Director) in
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
Two more hot inflation reports – stickier than thought.What goes up – doesn't have to come down – but often checks back.Tax season is here – a few friendly remindersGuest – Paul Barron – The Paul Barron NetworkPaul Barron is
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
No stopping a speeding freight trainA rising tide raises all CHIPS – and boy did they riseInflation still an issue and the Fed trying to talk markets down (Not working)Guest: Larry McMillan takes us through some interesting options strate
No stopping a speeding freight trainA rising tide raises all CHIPS – and boy did they riseInflation still an issue and the Fed trying to talk markets down (Not working)Guest: Larry McMillan takes us through some interesting options strate
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
January is in the books – and the results are mixed.The Fed gives and takes away – No cuts on the table just yet.Plenty of tech news this week - Earnings and more earnings.And our guest this week – Tom McClellan of the McClellan Market R
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
CPI ticks up – PPI ticks down – never a dull moment. Earnings season is here – Banks reported and most hit the skids.Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready!Guest: Vitaliy Katsenelson
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
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
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 Br
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
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
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
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: h
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
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
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