Épisodes

  • TDI Podcast: Self-Licking Lollipops (#909)

    TDI Podcast: Self-Licking Lollipops (#909)
    Feb 23 2025
    Getting close to higher and higher highs... Economic reports holding strong! Oil on the move, VIX stable – what could go wrong? Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz Vitaliy Katsenelson, 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 invest, 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). Follow @vitaliyk Check this out and find out more at: http://www.interactivebrokers.com/ More information available on Horowitz & Company's TDI Managed Growth Strategy Stocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)
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    55 min
  • TDI Podcast: Pork Chop Speculators (#908)

    TDI Podcast: Pork Chop Speculators (#908)
    Feb 16 2025
    Surprise Inflation numbers, yet markets shrug it off. Axing government spending - shuddering entire agencies. Trend following and the "dumb/smart" money. Commodities on the move - 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 Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and "Futures" aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country. Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader's First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy Check this out and find out more at: http://www.interactivebrokers.com/ Stocks mentioned in this episode: (SLV), (GLD), (USO), (UNG), (SPY), (NVDA), (TSLA)
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    55 min
  • TDI Podcast: The Tariff Kid (#907)

    TDI Podcast: The Tariff Kid (#907)
    Feb 9 2025
    The Tariff Kid - Tariff on Tariff off! US Manufacturing turns the corner. A quick check on earnings and some thoughts on the economy. And 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 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 Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), CEG), (GEV), (AMD)
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    58 min
  • TDI Podcast: Carson Block Rocks! (#906)

    TDI Podcast: Carson Block Rocks! (#906)
    Feb 2 2025
    Markets get a gut punch on the wild AI ride. Big tech reporting – some interesting moves. Inflation – PCE inline. And our guest, Carson Block, Founder of Muddy Waters Research NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Mr. Block is also the founder of Zer0es TV (www.zer0es.tv), an online channel dedicated to short selling related video content. Bloomberg Markets Magazine named Mr. Block as one of the “50 Most Influential in Global Finance” in 2011. The following year, Muddy Waters received the prestigious Boldness in Business Award from the Financial Times. In September 2015, Mr. Block was featured in the book, The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions, by former Bloomberg writer Richard Teitelbaum. He is also featured in the 2018 documentary The China Hustle. Mr. Block appears frequently as a commentator on Bloomberg Television, CNBC and the BBC. He has written op-eds in the Wall Street Journal, Financial Times, and New York Times on various topics related to improving corporate governance and market transparency. Prior to forming Muddy Waters, Mr. Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China. He holds a B.S. in business from the University of Southern California and a J.D. from the Chicago-Kent College of Law, where he has also served as an adjunct professor. Follow @muddywatersre Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (CVNA), (TSLA), (GLD), (VNM)
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    1 h et 6 min
  • TDI Podcast: $Degenerates$ (#905)

    TDI Podcast: $Degenerates$ (#905)
    Jan 26 2025
    Degenerate economy trends. The Executive orders are flying. Startups, private equity and venture capital. And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California. Follow @howardlindzon Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)
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    1 h et 4 min
  • TDI Podcast: Its Money Time! (#904)

    TDI Podcast: Its Money Time! (#904)
    Jan 19 2025
    A CPI print driven rally Rebalancing Investment Portfolios and Risk Autonomous Driving's Impact on Society Guest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Ryan Zabrowski, CFP, MSF Having read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’s disciplined investment strategy has long been inspired by the lessons of Warren Buffett, his teacher Benjamin Graham, and Nobel Laureates from Chicago, Columbia, Pennsylvania, and Yale Universities. As a result, Ryan favors owning sustainable, high-quality businesses and arbitrage strategies designed to profit, regardless of economic or interest rate direction. Ryan’s career in finance began in 1994. Early on, he focused on financial analysis and financial statement analysis. Over the past 23 years, Ryan has worked in financial and investment management at Washington University Endowment, Morgan Stanley, and Merrill Lynch, before joining Krilogy in 2019. Given his extensive investment knowledge and experience, Ryan has become an integral member of the firm’s Investment Committee, which manages Krilogy’s model investment portfolios. In this role, Ryan helps conduct investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions. GET RYAN'S BOOK - TIME AHEAD Most important to Ryan, however, is sharing his insights and perspectives with his team’s clients. Experience tells him that clients who understand what they own and why are best able to minimize emotion and make fact-driven decisions that drive positive, long-term results. Ryan’s rigorous and ongoing industry training allows him to provide clients with an extra measure of knowledge, in addition to requiring a fiduciary level of care. Follow @RyanZabrowski Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (JPM), (GS), (WFC), (MS), (BAC). (NVDA), (AAPL)
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    56 min
  • TDI Podcast: Crypto Tax Loopholes (#903)

    TDI Podcast: Crypto Tax Loopholes (#903)
    Jan 12 2025
    Volatility sparking up No rate cuts until maybe June now Inauguration just days away – what is in store? Guest – Pat Camuso – crypto tax specialist NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession. Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BTCUSD), (ETHUSD), (META), (SPY), (XLE)
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    59 min
  • TDI Podcast: Parade of Guests (#902)

    TDI Podcast: Parade of Guests (#902)
    Jan 5 2025
    Ringing in the new year Looking back to look ahead It’s that time - the Parade of Guests of 2024 Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (SPY), (RDTI), (NVDA), (TOST), (QQQ)
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    1 h et 1 min