The Disciplined Investor Podcast

Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI

The Disciplined Investor Podcast

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TDI Podcast: Inside Wall Street’s Secrets (#776)
3d ago
TDI Podcast: Inside Wall Street’s Secrets (#776)
Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it! STONKS - are they back? Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech is making a run – from oversold to now, overbought. What happened to CAPITULATION? 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 Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - mentioned in this episode: (SOFI), (SPCE), (META), (HKD), (U), (AAPL), (RBLX), (BTCUSD)
TDI Podcast: Inside Wall Street’s Secrets (#776)
3d ago
TDI Podcast: Inside Wall Street’s Secrets (#776)
Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it! STONKS - are they back? Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech is making a run – from oversold to now, overbought. What happened to CAPITULATION? 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 Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - mentioned in this episode: (SOFI), (SPCE), (META), (HKD), (U), (AAPL), (RBLX), (BTCUSD)
TDI Podcast: Soul in The Game (#773)
Jul 9 2022
TDI Podcast: Soul in The Game (#773)
Vitaliy Katsenelson is this week's guest. We talk about the essence of life and how to gain purpose and meaning. New book alert! Soul in the game... Vitaliy Katsenelson was born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007), and Soul In the Game. Follow @vitaliyk Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - mentioned in this episode: ()
TDI Podcast: Policy Mistake @100% (#772)
Jun 26 2022
TDI Podcast: Policy Mistake @100% (#772)
Finally, an up week for markets – but still squirrelly. Oil Down, commodities down, VIX hanging under 30. Gas tax holiday announced and other bad ideas coming your way Guest, Fed Insider Danielle Dimartimo Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. 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. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (FDX), (LEN), (KBH, (CROX), (CCL), (NCL), (RCL)
TDI Podcast: No DIY Haircuts! (#770)
Jun 12 2022
TDI Podcast: No DIY Haircuts! (#770)
Haircuts – why you don’t do them yourself. Two trends that will benefit from high inflation and why billions of $$ will start flowing into Bitcoin. Frank Curzio is our guest and he is talking about the Metaverse (land), inflation and deflation, oil prices and bear 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 Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - mentioned in this episode: (MAS), (URA), (AA), (MOS), (TGT), (TJX), (ROST), (AIG), (WMT)
TDI Podcast: Prioritize The Process (#768)
May 30 2022
TDI Podcast: Prioritize The Process (#768)
VIX hanging below 30 – interesting with this much daily pain over the past weeks. Rates on 10yr backing up – just as we thought - now look at them! Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points. Guest- Clare Flynn Levy from Essential Analystics. Clare Flynn Levy  - Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately 'went native' into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare's vision for Essentia is based on years of being the customer, followed by years of listening to the customer. About Essentia Analytics Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making. Essentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors. In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made. Smarter, more focused, more efficient, better. Follow @cflynnlevy Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - mentioned in this episode: (TJX), (ROST), (AMZN), (TWTR), (SNAP), ROCKU), (GNRC), (DKS), (M), (NVDA), (WMT), (TGT)
TDI Podcast:  The Inflation Playbook with Curzio (#760)
Apr 4 2022
TDI Podcast: The Inflation Playbook with Curzio (#760)
End of the month and end of a wild quarter - April favors the bulls – at least seasonality studies show. Earnings season is right around the corner and out guest Frank Curzio, Curzio research. Stocks that  are a "no-brainer" during inflationary times, the skinny on the yield curve inversion and more.. The important crypto news that has Frank all excited. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit the Masterworks Disclaimer 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 Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - Pre-Market Run-Down Webinar Registration - mentioned in this episode: (GLD), (URA), (SLV), (BAC), (WFC), (AA), (MOS)
TDI Podcat: Risk Factors with Dr. Smith (#759)
Mar 27 2022
TDI Podcat: Risk Factors with Dr. Smith (#759)
From Trounce to Bounce – Markets have a change in direction. Yield spike – what we call a skew event. The Fed is not your friend…… Don’t fight it.. Our guest this week - Dr. Richard Smith. March 2022 - WEBINAR REPLAY Follow @andrewhorowitz 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 successful years, he sold TradeSmith at the top of the market. Never one to sit idle, Richard’s newest endeavor, RiskSmith, levels the playing field for individual investors. Synthesizing his passion for simplifying complex financial markets and his background in mathematics and systems science, Richard has created tools that help investors better understand and evaluate risk in the market. According to Richard, “Most people have no idea how powerful of a tool good risk management really is. They look at risk as something to stay away from. In fact, it’s exactly the opposite. Once you understand risk, you can control it. By taking smart risks, you can truly transform your financial future.” Richard studied mathematics at U.C. Berkeley and earned his PhD in Systems Science from the Watson School of Engineering at SUNY Binghamton under the late Professor George Klir. Richard is also Chairman of the Board and CEO of Foundation for the Study of Cycles, an international nonprofit that promotes and conducts research of cycles and how they can be used to make the world a better place Follow @Investing_Dr Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - Pre-Market Run-Down Webinar Registration - mentioned in this episode: (BTCUSD), (AMC), (GME), (AAPL)
TDI Podcast: Turtles and Trends (#758)
Mar 20 2022
TDI Podcast: Turtles and Trends (#758)
China reverses course send stocks flying – A massive move... Short Squeezing is the flavor of the month! The Fed does what it was supposed to – but remains hawkish. Michael Covel is our special guest this week. March 2022 - WEBINAR REPLAY Follow @andrewhorowitz Michael Covel searches. He digs. He goes behind the curtain to reveal a state of mind the system doesn‘t want you in. Characterized as “essential” and “required reading,” Covel teaches beginners to seasoned pros how to generate profits with straightforward repeatable rules and is best known for popularizing the controversial trading strategy TREND FOLLOWING. He is the author of six books including the international bestseller, Trend Following and his investigative narrative, TurtleTrader. Trend Following™ Investment Research is a publisher of trend following trading strategies reaching thousands of investors globally. Our unique edge is an extensive network within trend following, behavioral economics and risk management. This allows us to teach decades of outstanding performance. Our approach is to provide customers with a single product requiring no extra purchase. Delivering a comprehensive service of trading systems, risk management strategies and psychological guidelines allows our customers to trade in less than thirty minutes per day.    Follow @Covel Looking for style diversification? More information on the TDI Managed Growth Strategy - Info - Pre-Market Run-Down Webinar Registration - mentioned in this episode: (AAPL), (AMC), (FB), (GME)