Episodes

  • TDI Podcast: The Accommodation Loser (#895)

    TDI Podcast: The Accommodation Loser (#895)
    Nov 17 2024
    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 NEW! DOWNLOAD THE SHOW NOTES 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) Follow @andrewhorowitz
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    47 mins
  • TDI Podcast: The Big 3 E’s (#894)

    TDI Podcast: The Big 3 E’s (#894)
    Nov 10 2024
    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
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    53 mins
  • TDI Podcast: Fallacy of Composition (#893)

    TDI Podcast: Fallacy of Composition (#893)
    Nov 3 2024
    Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed about our contrasting views on China and Japan, and discussed the current state of the economy, particularly focusing on inflation and the actions of the Federal Reserve. Guest: David Salem - HedgeEye David Salem, Managing Director – Capital Allocation @ Hedgeye Prior to joining Hedgeye in early 2023, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and as a partner at GMO, working closely with Jeremy Grantham on investment solutions for large institutional funds. David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar, David has held adjunct faculty positions at Middlebury College, from which he earned his undergraduate degree summa cum laude, and the University of Virginia, and served in the White House Counsel’s office while enrolled at Harvard. David's has given talks at many colleges and universities, including Dartmouth, Duke, Harvard, MIT, Middlebury, Northwestern, and Oxford, and at conferences organized by the Association of Governing Boards, the CFA Institute, the Council on Foundations, the Foundation Financial Officers Group and NACUBO among other organizations. Check this out and find out more at: http://www.interactivebrokers.com/ CHARTS DISCUSSED IN THIS EPISODE Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (META), (AAPL), (NVDA), (MSFT)
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    1 hr and 11 mins
  • TDI Podcast: Inflation Realities (#892)

    TDI Podcast: Inflation Realities (#892)
    Oct 27 2024
    Ed and Andrew discussed the potential impact of inflation on the economy. Unpredictable environments and the potential impact of low inflation on market trends. Lastly, we debated the what is the long-term impact of AI on productivity and market trends. And our guest – Ed Easterling of Crestmont Research Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations. Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (SPY), (AAPL)
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    46 mins
  • TDI Podcast: A Taxing Development (#891)

    TDI Podcast: A Taxing Development (#891)
    Oct 20 2024
    GDP Numbers may be coming in hot. More new highs for markets. 2 weeks away from the presidential election. This week's guest, Tax Expert - Dan Pilla. Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved. As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan's Website Follow @danieljpilla Check this out and find out more at: http://www.interactivebrokers.com/ CHARTS DISCUSSED IN THIS EPISODE Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ), (NFLX)
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    54 mins
  • TDI Podcast: THE Briefing (#890)

    TDI Podcast: THE Briefing (#890)
    Oct 13 2024
    New Highs across the board – (Big Caps – not the small caps). China stocks get obliterated. Rates moving up – CPI report…. This week's guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play. Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report. Patrick is a graduate of Vanderbilt University and is located in Chicago. Follow @Briefingcom Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (SPY), (FXI), (VXX), (MCHI)
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    58 mins
  • TDI Podcast: Bearishness Reasoned (#889)

    TDI Podcast: Bearishness Reasoned (#889)
    Oct 6 2024
    Shocking – Rates running higher on better then expected jobs report. Oil on the move as the Middle East conflict intensifies. China and Emerging Markets on Fire – breaking out from long base. This week's guest - Tim Knight – a self proclaimed Permabear. Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel. He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site. In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis. Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight. You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope. Check this out and find out more at: http://www.interactivebrokers.com/ CHARTS DISCUSSED IN THIS EPISODE Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (FXI), (QQQ)
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    50 mins
  • TDI Podcast: Bullish Theory (#888)

    TDI Podcast: Bullish Theory (#888)
    Sep 29 2024
    China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end of the quarter. Metals, including copper get a boost. And out Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators. Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals. Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (QQQ), (SPY), (RSP), (DIA)
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    47 mins