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

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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.

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Learn More at http://www.ibkr.com/funds

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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)

Volatility sparking up

No rate cuts until maybe June now

Inauguration just days away – what is in store?

Guest – Pat Camuso – crypto tax specialist

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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)

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)

Can anyone become a market wizard? Looking at the common thread to success.

December not what is was cracked up to be…

2024 is coming to an end and we are looking towards 2025

Inspired by Market Wizards with our guest, the renowned Jack Schwager.

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Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities.

Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020),  Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series.

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), (NVDA), (TOST), (QQQ)

Ooops, he did it again…

The Fed cuts rates – but rates rise

The VIX skyrockets – what is that telling us?

DJIA does something it hasn’t done since 1974

Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net

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Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need.

CHECK OUT BRIAN’S LATEST BOOK

“I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “

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Check this out and find out more at: http://www.interactivebrokers.com/

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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode:(SPY), (MSTR), (NVDA), (XLU)

Outlook for options trading

The landscape for trading worldwide amongst political and economic uncertainty globally

The growth of prediction markets and demand for election contracts

New budgeting tool

Update on demand for overnight trading hours on IBKR’s platform from this week’s guest, Steve Sanders

 

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Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.

Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.

Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.

Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.

Check this out and find out more at: http://www.interactivebrokers.com/

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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (NFLX), TSLA), (IBKR), (NVO), (KR)

Bitcoin BREAKS OUT!

Markets seem a little frothy – but the trend still intact.

Everyone is talking about the Santa Rally – will it happen again?

Guest John Pugliano is our guest.

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John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.

John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State.

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 – (MSFT), (IBIT), (AMD), (NVDA), (AMZN), (GOOG)

Tech off track for the week

Bitcoin stampede finally slows.

Eco data – humming along and the Fed is starting to change its tune.

Guest: Jonathan Petersen, Variant Perception

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“Fiscal Sisyphus” is a term used to describe a situation where fiscal policy supports growth despite economic “gravity” dragging it down. The term refers to the Greek myth of Sisyphus, who was condemned by the gods to roll a boulder up a hill in the underworld, only to have it roll back down every time he reached the top. The myth is often used as a metaphor for the futility of life and the importance of finding joy in the present moment.

Jonathan Petersen is Chief Markets Economist at Variant Perception, where he contributes to the analyst team’s research on major economies and markets. He started his economics career on Vanguard’s global economic research team.

Following this, he helped launch and lead the currency research service at Capital Economics.

Jonathan studied economics and strategic management at Boston College and earned his masters in economics at the University of Edinburgh.

Check this out and find out more at: http://www.interactivebrokers.com/

Looking to invest in The Disciplined Investor Managed Growth Strategy?
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Stocks Mentioned in the Episode: (GLD), (BTCUSD), (AMD), (QQQ)

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What goes up – sometimes comes down.

Heading into the fat part of end of year seasonalit.

An update on the Chili Cookoff.

Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.

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Frank Curzio can be reached by email at [email protected]

Frank Curzio is an equity analyst with close to three 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.

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Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (TSLA), (IWM), (AAPL), (FSLR), (PLTR), (AMZN), (META), (RDDT)

Election Implications and Presidential Term.

National Sales Tax (consumption tax) and Tariffs.

Alternative Investments and Inflation Concerns.

Comparing Politics and Market Flaws.

Guest: Kerry Lutz

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Kerry Lutz has been a student of Austrian Economics since 1977. While attending Pace University, he stumbled upon an extensive cache of Austrian Economic Literature in a dark, musty, abandoned section of the school‘s library. After graduating from The New York Law School, he became an attorney and lifelong serial entrepreneur. His diverse career has included: running a legal printing company, practicing commercial law and litigation and founding a successful distressed asset investment company.

After the 2008 financial collapse and the continued global economic deterioration, Kerry realized people needed a reliable source for accurate information. Believing that inflation would eventually run rampant, he dedicated himself to helping people protect and preserve their wealth. He urged investors to re-balance their investment portfolios and to implement precious metals based strategies to adapt to the new economic order. The ability to perceive economic reality, as well as to separate truth from governmental inspired economic fantasy will be essential for economic survival and prosperity in the years ahead.

In 2010, Kerry gave up most of his other interests to pursue his long held desire of becoming a radio show host. Thus the Financial Survival Network was born. Its mission is helping you to survive and thrive in the New Economy. He has done hundreds of interviews with such financial luminaries as Peter Schiff, Harry S. Dent, Martin Armstrong and Peter Grandich. Kerry now appears on 1490 WGCH, in Greenwich, CT, every Tuesday from 11am-12pm EST. In addition, he is continually releasing new segments and interviews on iTunes, Libsyn podcasters and YouTube. His new Triple Lutz Report was an instant hit and continues to increase audience share.

Check this out and find out more at: http://www.interactivebrokers.com/

Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.

Stocks Mentioned in the Episode: (GLD), (BTCUSD)

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Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, emphasizing the need for balancing risk and reward based on individual financial goals and risk tolerance. We also also explored the concept of a "mosaic" approach to analyzing portfolios, considering various factors such as economic growth, inflation, interest rates, policy, and sentiment. 3 E's - Earnings, Election and Economics.... Our conversation also covered the current state of the economy, the stock market, and the potential impact of the Federal Reserve's actions on interest rates and housing affordability. Guest: Tom Nelson, Franklin Templeton Funds  NEW! DOWNLOAD THE SHOW NOTES Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA) Follow @andrewhorowitz