The Disciplined Investor
Andrew Horowitz - Host
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TDI Podcast: WHAT ARE YOU WAITING FOR? (#977)
SpaceX Launches its IPO Inflation still a problem I am asking – What are you waiting for ? I want to know.. A portfolio is not the goal. The portfolio is the tool. The goal is the life. Learn…
TDI Podcast: Risk Happens Fast (#976)
Buy in May and Let’s Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR’s Chief Market Strategist – Steve…
TDI Podcast: The Architect (#975)
A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news. This week’s guest: Wesley Gray – Founder, Alpha…
TDI Podcast: Crypto Camuso (#974)
NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert. NEW! DOWNLOAD THIS…
TDI Podcast: The Next Phase (#973)
Inflation sticky like old pine sap… Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW!…
TDI Podcast: The History of the Future (#972)
Blowout numbers from Semis – tech is on fire! The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – is your job at risk. And our special guest today – author of…
TDI Podcast: Incompetent Idiots (#971)
Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on… So many people confidently discussing a subject they…
TDI Podcast: Yuk Yuk with Lindzon (#970)
War is on or off – can’t keep track But, nothing has changed with the flow of oil What is the story that markets really telling us ? And our guest, Howard Lindzon, Founder of Social Leverage. NEW!…
TDI Podcast: 10 TEN 10 (#969)
10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken. Key Reversal Indicator breaches an important level. Employment, Inflation and eco still looking good. Our guest this week…
TDI Podcast: Stock Market Maestros (#968)
We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy…
TDI Podcast: Conviction vs. Courage (#967)
Sitting on hands – maybe a good idea right now. Confidence vs. courage in your investment process. A look at Q1 markets and economics. Thomas Thornton, Hedge Fund Telemetry is this week’s guest. NEW!…
TDI Podcast: Prepping for 1973 (#966)
A one sided peace plan? Let’s hope not… Inflation estimates in the 5% range and climbing. Private markets, credit and the same story all over again. And our guest, Howard Lindzon, Founder of Social…
TDI Podcast: Grocery Inflation Bomb (#965)
PPI just exploded higher. Florida Freeze about to hit our wallets. The Fed is on hold but not happy. And the War carry’s on… Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW!…
TDI Podcast: Thomas Peterffy Unfiltered (#964)
Oil’s Big move – one for the record books. Markets in a slight panic – not too worse for ware. Inflation numbers are out – but does anyone care? And our special guest is Thomas Peterffy – Chairman…
TDI Podcast: Gerber on Ai, Tech and War (#963)
War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed’s quandary is real Investors questioning AI trends and the impact of current policies…
TDI Podcast: Reality Bites (#962)
Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS…
TDI Podcast: Commodity Carley (#961)
Short week – but full of fun… We have been dancing around the 50-day moving average. A rant is about to happen – oh boy, strap in. And what is going on with commodities? A great time to bring on our…
TDI Podcast: The Perfect Portfolio (#960)
Employment Report Solid The Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio. NEW! DOWNLOAD…
TDI Podcast: The Right Mix (#959)
They are calling it Software-mageddon! Digging into the precious metals. Wake up Diversification fans – we have something for you… Check this out and find out more at:…
TDI Podcast: Urgent Stock Trends (#958)
The FED – keeps rates unchanged SpaceX announcing IPO plans Investors cautious on CaprEx spending plans And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW…
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