US Economy humming along – better than expected – but calls for rate cuts continue. Is this the Year for Foreign? Not so fast says markets. Bitcoin – post ETF blues. 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/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (GOOG), (AAPL), (AMD), (META), (MSFT), (INTC)

And on that server farm there was a chip - Ai-Ai-O Guests John Pugliano and Danielle Dimartino Booth are this week's guest - talking about the only two things that seem to matter - The Fed and Ai. Follow @andrewhorowitz   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.   Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. 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. Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), 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 QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. 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 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), (INTC)

CPI ticks up – PPI ticks down – never a dull moment.  Earnings season is here – Banks reported and most hit the skids. Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready! 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. 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)

Conflicting Data – but absolute certainty. What was in is out – a rotation at the start of the year. The 10-year Treasury tops 4% - for a moment – looking like a key resistance point. And our guest…Sam Burns of Mill Street Research. Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.  Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research. Mill Street Research: Mill Street Research provides a suite of consistently updated research reports and data for institutional investors covering asset allocation, country allocation, sector, and industry selection, equity factor analysis, and a robust quantitative stock selection process. The firm publishes more than eight research pieces each month to update investors on the various models and provide commentary on the current market and economic trends. You can find Sam Burns & Mill Street Research at https://www.millstreetresearch.com/ and on Twitter at @MillStResearch. 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: (SMH), (OIL), (MCHI), (FXI), (SPY)

So many guests, such great insights - another year down and so much more ahead. Listen to  some of the "Best Of" guests -  Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more during these episodes.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)

Late day drop then next day pop. Blame it on option traders – they say... All about year end positioning. Our Guest – Brian Dress -Left Brain Research. Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation. Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling. FIND OUT MORE   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (TOST), (NKE), (AAPL), (TTD), (MSFT)

And all of a sudden – a Pivot and a rally to boot! The 10 year treasury is now – sub 4%. Oil hit technical support, bounces then stalls. Some thoughts on what is next with our guest today – Meb Faber – from Cambria Investment Management Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.   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: (SMH), (OIL), (AAPL), (NVDA)

Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger. Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. 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: (AAPL), (USO), (GME)

SHAZAAM! – A November to Remember! Powell tries to talk markets down – not happening. Yields and  the USD collapse – good news for risk assets. And a look back at an amazing month …. Info Here. 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: (AMZN), (NKE), (SPY), (GLD), (SLV), (OIL), (DIA)

Recap from the H&C Client Webinar. Q&A as well as a look back and look ahead. What's in Store for 2024? Client Webinar Recap What is Driving Markets Federal Reserve Remains Restrictive Treasury Yields and Mortgage Rates TINA is Gone, TARA is In The Political Climate Both Here and Abroad The Economy - Running Out of Stimulus Looking Forward Potential Rate Cuts for 2024 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: N/A

Govy shutdown – but who cares anyway? Moody’s does – rating watch to negative. Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year.. Guest – Frank Curzio. Curzio Research 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 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: (TGT), (MSFT), (SBUX), (DIS), (NVDA), (TSLA), (QQQ), (KRE), (AAPL), (NKE), (SPY), (IWM)

Rates Dip, Oil Dips, Stocks Hold Banks under pressure again – what is the problem now? Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Market Report   Register for the November 15th, 2024 Webinar   Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork. In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA. The signup link is http://mcoscillator.com 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: (TLT), (AAPL), (GLD), (SLV), (BND)

How would you like a big inheritance in the future? An Investment Carol Climbing a wall of worry as Powell tweaks commentary. Earnings season – looks like going to be back to earnings growth – Say goodbye to the earnings recession This episode guest: Steve Sanders - EVP at Interactive Brokers.   Register for the November 15th, 2024 Webinar   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. IBKR CAMPUS 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: (TLT), (AAPL), (GOOG), (AMZN), (BND)

Only one sector up for the month – it will surprise you. GDP is what? Who says the economy is slowing? Margins and earnings – a look inside. And our guest this week  - Danielle Dimartino Booth   Register for the November 15th, 2024 Webinar   Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. 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. Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), 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 QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. 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 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: (TGT), (WMT), (SPY), (AMZN)

What exactly is AI and how is it transformational? Where are markets going and why does the Fed want the economy to break? Our guest, Ross Gerber is naming names in the AI and Tech space that he likes right now.   Register for the November 15th, 2024 Webinar   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS. 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), (AI), (MSFT), (AMZN), (XLK), (NVO), (NKE), (LULU)

Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all. Conflict in the Middle East drives oil up Hot CPI and PPI squash bonds. Sustainability and bubbles are the focus of our guests. Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world. Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021) He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis. Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder. 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: (SPY), (JPM), (KRE), (TLT), (USO)

The all important employment report and what happened after. Treasury Yields go parabolic as political upheaval and a new shutdown countdown starts. Guest, Dr. Richard Smith – AKA – The Doctor of Uncertainty 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 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:

Markets digesting impacts of a government shutdown Moody’s warns US about its credit rating. Stocks stick to the program – seasonal trends hold. Wondering – are strikes the new inflationary thorn?   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: (TLT)

Some old adages work – Sell Rosh Hashana – But what about Buying Yom Kippur? Market Sell-Off deepens as the Fed grows more hawkish. Some Buying opportunities emerging… Our guest – Chris Vecchio Head of Futures and Forex at Tastylive Check this out and find out more at: http://www.interactivebrokers.com/ Chris Vecchio is  currently the Head of Futures and Forex at tastylive, the research arm of the brokerage tastytrade. I have a global macro focus, looking at shorter-term (<1 month) and longer-term (up to a year) trading opportunities in everything from /ES to /ZN to /CL to /GC to /6E. He holds a dual Bachelor of Arts degree in Government & Law and Economics from Lafayette College. During his undergraduate program, he gained a strong understanding of fundamental analysis of the foreign exchange markets by examining the interrelationship between geopolitical events, macroeconomic trends, and finance.   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: (YEN), (JPY), (TSLA), (AAPL), (SPY)

CPI Hot – PPI Hot – but markets shrug it off. ECB raised rates 0.25% in a semi-surprising move. Blackout period continues for the Fed ahead of next week’s rate meeting – what a relief. And our guest this week – Eric Townsend, Host of the MacroVoices podcast Check this out and find out more at: http://www.interactivebrokers.com/ Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT's Artificial Intelligence laboratory, where he taught himself several computer programming languages. Erik became an independent software development and design consultant to Digital Corporation's manufacturing systems technology group at age 17. By age 20 he owned his first private aircraft, after earning his private and commercial pilot's licenses. From his experience at MIT, Erik recognized that the IT industry's failure to embrace distributed computing translated to an exceptional entrepreneurial opportunity. At age 21, Erik committed himself to developing and commercializing distributed application software technologies he was first exposed to at MIT in the late '70s. By the mid-1980s, Erik had invented an approach to distributed system design that is now widely known as Service-Oriented Architecture (SOA). After applying SOA concepts initially at Digital Equipment Corp (where he consulted for nearly 10 years), in 1992 Erik founded the Cushing Group, a boutique consultancy focused exclusively on bringing advanced distributed application computing technologies to market. The Cushing Group's work with Wells Fargo Bank in the early 1990s paved the way for Wells Fargo to become the world's first Internet Bank by early 1995. Erik has become a passionate world traveler. He moved to Hong Kong in 2009 to get a better perspective on changing global economics. While living in Hong Kong, several hedge fund professionals he met there observed that through his own passionate trading activities, Erik was “already doing all the work of running a hedge fund except for picking up the phone and calling a lawyer and turning it into a fund”. Erik was flattered by the advice of his peers in Hong Kong to launch his own hedge fund, but wanted to finish his boots-on-ground evaluation of the global economy first. He spent just over sixteen month in 2011 and 2012 exploring the world, living in 28 cities in 18 countries during that period. Erik continues to live a very international lifestyle, and presently has homes in Hong Kong, Mexico and the United States. Erik eventually took his Hong Kong friends’ advice to heart, and founded Fourth Turning Capital Management, LLC in 2013. Through that asset management company, he launched a Global Macro-strategy hedge fund in July 2013. In February 2016, in a joint effort with Nathan Egger, Erik launched Macro Voices, a new weekly financial podcast program which will target professional finance, high net worth, and other “sophisticated” investors who desire financial content at a level of sophistication and complexity above what the retail investment-focused podcasts on the Internet presently offer. 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: (Oil), (SPY), (QQQ), (RWN), (URA), (URNM)

The squirmy squirrelly market continues – China finally  figured it out – not pretty Oil up, stocks down, dollar up, VIX down just around 13 – Complacency? 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)

Unemployment rate is up. Oil is Up. Stocks are Up!! Yields are up too! Guest- Fausto Pugliese - Cyber Trading University Fausto Pugliese was an original “SOES Bandit” day traders in the early 1990’s and was one of the first independent traders to take advantage of the Direct Access Trading technology. He acquired a wealth of knowledge from years of hands-on experience, beginning in the trenches, working side by side with some of the most practiced and successful traders in the industry. After semi-retiring as a successful trader in his early-twenties, Fausto developed his own trading school. Fausto is the CEO and Founder of Cyber Trading University, also known as CTU. He is also a twelve-time champion at the Traders’ Challenge and is known for his live-trading events where he gets to prove how well his trading methods work in real-time. Fausto is the author of How to Beat Market Makers At Their Own Game – Uncovering the Mysteries of Day Trading published by Wiley Trading. Cyber Trading University has been educating individuals in the art of trading since 1995. Thousands of investors nationwide have taken CTU courses and continue to visit the University for continuing education and updates. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (DG), (LULU), (AMZN) (USO), (PLUG), (MARA)

Squirrely market conditions continue – and its just getting started Deadline October 1st – Another political drama brewing... An inside look at terrible investing idea involving variable annuities. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (SPY), (TSLA), (DKS), (M)

Market action is going from bad to worse. Wondering about inflation – yes inflation. Another government shutdown looms – what happens next? 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)

48 hours in Nashville. Mega-Caps puke up some of the recent gains - then try for a little run. Potential for reflation – watch for that word…  Not seeing and significant drop in CPI. Our Guest today is Lou Basanese – President of Public Ventures, LLC. Lou is a well-known thought leader and advocate for young technology companies with promising intellectual property. He brings decades of experience as a public venture investor and independent analyst, as well as a marketing, communications and investor and public relations professional. As President, Chief Market Strategist at Public Ventures, Lou focuses on leveraging the firm’s unique and proven process to elevate new technology companies into market leaders to establish public venture as a vital asset class to a much wider community of investors. Prior to joining Public Ventures, Lou served as Founder and Chief Analyst for Disruptive Tech Research, an independent equity research and advisory firm, focusing exclusively on disruptive technology companies. He also co-founded one of the web’s largest financial publishers with a daily circulation to more than 700,000 investors and served as Investment Consultant for an institutional investment consulting practice with over $2 billion in assets at Morgan Stanley. Lou regularly shares his insights on national media outlets such as FOX Business, CNBC and Yahoo! Finance. He received a B.A. from the University of Florida and an MBA from the Crummer Graduate School of Business at Rollins College. He currently serves on the board of directors of Endra Life Sciences (NDRA) and The Roberto Clemente Health Clinic. Follow @LouBasenese Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (GOOG), (AMZN)

The USA debt rating is CUT! Most earnings are out and we have the results. Weekly oil inventories – largest draw-down EVER! Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk. Mr. Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals. Cullen’s primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services. Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times. Cullen is a Georgetown University alumnus, growing up in the DC area and now living in Southern California with his family, troublesome pup Callie and flock of chickens. Follow @CullenRoche Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AMD), (TUP), (YELL)

Bank of Japan spooks investors. DJIA breaks it winning streak - almost had the all-time record. News to use, valuations to value. Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA) David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years. In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family. Follow @DavidGaffen 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). Follow @vitaliyk Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (GLD), (USO), (AAPL), (QQQ)

The AI tech wash is getting old. Earnings in and so far, no surprises. One sell off day in a sea of buying. A recap of my discussion with Goldman Sachs. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (MSFT), (NFLX), (TSLA), (SCHWB), (BAC), (JPM)

Its that time again – earnings season is upon us. Markets in a new bull run – getting a little frothy though... Inflation is Only 3% Now – but that is against the high watermark and our 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: (AAPL), (JPM), (BAC), (NFLX), (SPY)

Rates spike to decade long highs. The employment reports provide mixed messages. Resilient – that is the name of the game -  And a look back in order to look forward. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (JPM)

June is over – in the books – now the summer is finally here. Back to that question – Is this a new Bull market? We have some more info to discuss. NASDAQ 100 best 6 month start in decades! And things that were said that markets ignored. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (SPY), (QQQ)

June coming to a close and what an interesting month it has been. Crypto coming under pressure – SEC is making moves. Inflation kicking up again around the world – wondering about US numbers. And our guest this week is Frank Curzio from Curzio Research. 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 Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (SPY), (BTCUSD), (GLD), (AI), (GNRC), (AMZN), (NCLH), (CCL)

A pause or a maybe skip is what the Fed has ordered. Coming in hawkish and market is spooked...for about 10 minutes. New highs driven by – you guessed it the Mega Caps. A question answered: Are we in a new bull market? A complete discussion about the inner workings of quantitative analysis. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (GNRC), (AI), (JPM), (NYCB)

OPEC Cuts production – at least on country does. Still, oil drops. Odds still favor a fed SKIP – the new word on the street. A look at ROE and market performance during recessions. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (OIL), (AMD), (NVDA)

May Market Madness   – Tech vs. everything else. Politicians create problems – just to fix them – My Heroes! Bifurcating markets – that is of interest. And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds. 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. Mr. Nelson 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/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (GOOG), (META), (NVDA), (AMD), (CRM)

Memorial Day is here and we can smell the summer! Government creating problems – just to solve them? Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello. Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened in Fort Lauderdale, FL on January 12, 2022. It is the first new bank opened in South Florida since 2009. He served as the President & CEO of First GREEN Bank, a community bank headquartered in Orlando, Florida from 2016 until its sale in 2018. He was also President, CEO, and an organizing director of Broward Bank of Commerce, a new bank chartered in Florida on January 12, 2009. He has held senior roles at Bank of Florida, City National Bank and Nations Bank throughout a 30 plus year banking career entirely in S. Florida. Keith lives in Ft Lauderdale with his wife Denice, is a US Army Veteran and father of 4. Follow @@browardbanker 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: (N/A)

Risk warehousing, Government paralysis and other interesting concepts from this week's guest, Dr. Richard Smith. How to mitigate self-defeating investment plans? AI and the potential for civilization - good stuff in this episode. 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   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: (MSFT), (GOOGL), (AAPL), (CHGG)

Inflation CPI report as expected – markets – don’t know what to make of it. Banks still not getting any love - more shoes to drop. Debt ceiling talks going nowhere... This week's guest is Thoma Thornton - Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Charts Discussed Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (GLD), (SLV), (PARA), (IEP), (SPY)

No Dead Fed – Hikes still on the table - although markets don't agree. A quick look back and ahead as banks are in trouble. It is getting a little silly... Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®. Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry. Howard graduated with a B.S. in Business Management from Syracuse University. 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: (MSFT), (GLD), (AAPL)

The banking Crisis is NOT over – no surprise here. Earnings for mega names coming in better than expected – stocks zooming. Sinkhole Alert issued – what does that even mean? And a conversation about M2 Money Supply. 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: (AMZN), (FRC), (META, (MSFT)

420 – came and went – should we make it a national holiday! Taxes done?  – in the mail and all finished - right? Markets are busy digesting earnings and my very  interesting meeting with a Fed big shot. 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: (MCD), (NFLX), (TSLA), (LEN), (DHI), (IBKR)

Inflation receding, like the floods in my neighborhood. Fed calls for a mild recession. Earnings season begins – banks...batter up! Guest – Frank Curzio – Curzio research and Wall Street Unplugged Podcast. Check this out and find out more at: http://www.interactivebrokers.com/ 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 - HERE Stocks mentioned in this episode: (MCD), (SI), (NYCB), (AMD), (INTC), (AAPL), (TSM), (TSLA), (GLD), (BTCUSD)

Markets get skittish on economic slowdown concerns. Employment Report  - inline and not much of a surprise. 10-year Yield tumbles to lowest since Sept 2022 and helps precious metals break out. Let's look back to look ahead... 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: (N/A)

Rate direction – bets are for cuts later this year! Ending the quarter on a more positive note - market happy nothing else is breaking. Nailing 1st place in the Chili Cook off - secret ingredient. This week's guest - Danielle DiMartino 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 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: (CS), (BAC), (SPY), (GLD)

Central Banks boost rates, bond yields fall. Powell says banking system is strong and resilient! Yellen says not planning on full backstop. Double talk and backspeak – only meant to confound and confuse. 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: (DB), (CS), (GLD), SLV), (BAC), (JPM)

Banks are in the tank – bad mojo out there. The Fed and Treasury getting out the playbook – keep up confidence at any cost! QT turns to QE – half of April's QT bought back – just last week! Guest - Anthony Scaramucci discusses some really interesting topics such as the Avatars of Our Anger, the ongoing Jihad to punish bank execs and his take on bitcoin. Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co. In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books. OPEN BOOK PODCAST ON APPLE Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School. Follow @Scaramucci 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: (FRB), (BAC), (AAPL), (PACW)

A Best of show put together by Ryan Rediske. Great work and a lookback on some of the smart and not-so smart calls on tech from 2022. It is a good practice to see what you got right and what you got wrong to help make better decision in the future. 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: (META), (AAPL), (GOOG), (RBLX), AMZN)

Investor Education in the spotlight – Fin Literacy Month comes early. March – a month to take notice of. The Fed is not kidding around... Stocks and bonds sending mixed signals - no memory day to day. 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. IBKR CAMPUS 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: (N/A)

From the Outhouse to the Penthouse – Cash that is… GDP comes in well above expectations – inflation not relaxing Consumer Discretionary stocks out of favor – AI is the buzz these days A quick lesson on Risk Management. 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: (NVDA), (HD), (W), (M), (DDS), (ETSY)

Bullard – Bullard – The Hawk comes back – sinks market with a quick comment. I got a $1,500 water bill this month! That’s inflation. We also got hot inflation numbers this week – that is a concern. And our Guest, Brian Shannon from Alphatrends.net 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. “  Follow @alphatrends 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: (BBBY), (MSFT), (BIDU), (AI)

AI is the newest phrase to catch the imagination of investors. All hoping they are getting in on the next Apple. A few comments on disinflation and the charade the Fed is trying to pull. What we are seeing is the “amateurish-fad-based-push-up-the-market-for-any-reason-daily-grind” is in full swing - but that may not last long. 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: (BBBY), (MSFT), (BIDU), (AI)

Lousy earnings, stocks go higher. Fed stays somewhat hawkish, stocks go higher. Blowout jobs report, stocks go higher. Short squeeze games anyone? This week's guest - Erik Townsend with MacroVoices Check this out and find out more at: http://www.interactivebrokers.com/ Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT's Artificial Intelligence laboratory, where he taught himself several computer programming languages. Erik became an independent software development and design consultant to Digital Corporation's manufacturing systems technology group at age 17. By age 20 he owned his first private aircraft, after earning his private and commercial pilot's licenses. From his experience at MIT, Erik recognized that the IT industry's failure to embrace distributed computing translated to an exceptional entrepreneurial opportunity. At age 21, Erik committed himself to developing and commercializing distributed application software technologies he was first exposed to at MIT in the late '70s. By the mid-1980s, Erik had invented an approach to distributed system design that is now widely known as Service-Oriented Architecture (SOA). After applying SOA concepts initially at Digital Equipment Corp (where he consulted for nearly 10 years), in 1992 Erik founded the Cushing Group, a boutique consultancy focused exclusively on bringing advanced distributed application computing technologies to market. The Cushing Group's work with Wells Fargo Bank in the early 1990s paved the way for Wells Fargo to become the world's first Internet Bank by early 1995. Erik has become a passionate world traveler. He moved to Hong Kong in 2009 to get a better perspective on changing global economics. While living in Hong Kong, several hedge fund professionals he met there observed that through his own passionate trading activities, Erik was “already doing all the work of running a hedge fund except for picking up the phone and calling a lawyer and turning it into a fund”. Erik was flattered by the advice of his peers in Hong Kong to launch his own hedge fund, but wanted to finish his boots-on-ground evaluation of the global economy first. He spent just over sixteen month in 2011 and 2012 exploring the world, living in 28 cities in 18 countries during that period. Erik continues to live a very international lifestyle, and presently has homes in Hong Kong, Mexico and the United States. Erik eventually took his Hong Kong friends’ advice to heart, and founded Fourth Turning Capital Management, LLC in 2013. Through that asset management company, he launched a Global Macro-strategy hedge fund in July 2013. In February 2016, in a joint effort with Nathan Egger, Erik launched Macro Voices, a new weekly financial podcast program which will target professional finance, high net worth, and other “sophisticated” investors who desire financial content at a level of sophistication and complexity above what the retail investment-focused podcasts on the Internet presently offer. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (AMZN), (META), (MSFT)

GDP looking good, inflation, coming down – Now Waiting for the Fed'd decision next week. Earnings outlook – murky at best while  markets in full melt-up mode – kind of fun to watch. Out guest John Williams , founder of ShadowStats Check this out and find out more at: http://www.interactivebrokers.com/ John Williams””founder and publisher of ShadowStats.com.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar.   During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies. Out of necessity, he became a specialist in government economic reporting.   An early client””a large manufacturer of commercial airplanes””had developed a model for predicting revenue passenger miles, a primary sales forecasting tool.   Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it.   The GNP numbers were faulty, he corrected them (official reporting was similarly revised a couple of years later), and the model worked again, at least for a while, until changes in GNP methodology eventually made the underlying data worthless. That began a lengthy process exploring the history and nature of economic reporting and interviewing key people involved in the system from the early days of government reporting through the present.   For a number of years, he conducted surveys among business economists as to the quality of government statistics.   The vast majority thought it was pretty bad, with survey results leading to 1989 front-page stories in the New York Times and Investors Daily, considerable coverage in the broadcast media and a joint meeting with representatives of all the U.S. government‘s statistical agencies. Nonetheless, the quality of government reporting has deteriorated sharply in the last couple of decades.   Problems include changes in reporting methodologies that have pushed headline economic and inflation results outside the realm of real-world or common experience. Over the decades, Williams has given thousands of presentations on the U.S. economic outlook and on approaches to analyzing economic data, to clients””large and small””including talks with members of the business, banking, government, press, academic, brokerage and investment communities, as well as having provided testimony before the U.S. Congress. Public response to a 2004 series of articles on the quality of government statistics was so strong that he started Shadow Government Statistics, a newsletter first published on ShadowStats.com in 2004.   That weekly commentary is published as part of his economic consulting services. Find out more about ShadowStats.com Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (OIL), (TSLA), MSFT), (INTC)

Big hopes for a little hike next meeting. January’s rally starting to fizzle a bit. Big Layoffs, Capex Cut announcement - all ahead of earnings reports .. Frank Curzio – freshly back from CES in Vegas. He has a slam the table stock he is pitching. Check this out and find out more at: http://www.interactivebrokers.com/ 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 - HERE Stocks mentioned in this episode: (GLD), (GDX), (NFLX), (COIN), (URA), (GS), (JWM)

CPI hits the bullseye – perfectly inline with expectations. Optimism returns – market on the move - but what about those pesky valuations? Earnings season – starts...right now. Our guest Alex Shahidi – Evoke Advisors, talking about Risk Parity. Check this out and find out more at: http://www.interactivebrokers.com/ Alex is a Managing Partner and Co-Chief Investment Officer at Evoke Advisors. Alex has over 22 years of experience as an investment consultant managing multibillion-dollar portfolios. He began his career at Merrill Lynch, where he led one of the firm’s largest institutional consulting groups, advising more than $10 billion in assets. In 2014, Alex co-founded ARIS, where he, along with co-founder Damien Bisserier, oversaw the firm’s research and client service efforts. In 2019, they launched the RPAR Risk Parity ETF, which quickly became one of the largest Alternative ETFs in the country. ARIS merged with Evoke Advisors in 2020 and the combined firm currently advises over $20 billion in assets. Alex focuses on advising large pension funds, foundations, endowments, and ultra-high-net-worth families. He works with his clients in a variety of financial areas including developing investment policy statements, managing asset allocation, selecting managers, monitoring portfolio performance, and creating financial plans. Alex is a Chartered Financial Analyst (CFA®), a Certified Investment Management Analyst (CIMA®), a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®). Barron’s magazine has repeatedly ranked him as one of America’s Top 100 Independent Financial Advisors, Top 1,200 Financial Advisors and Top 1,000 Financial Advisors. Alex graduated cum laude from University of California, Santa Barbara, with degrees in business economics and law. He earned a JD from the University of California, Hastings Law School, and is a licensed attorney in California. Alex is a prolific writer. His first book titled Balanced Asset Allocation: How to Profit in Any Economic Climate, was released in late 2014. The article introducing the premise of the book was recognized with the IMCA 2012 Stephen L. Kessler Writing Award as well as in the Wall Street Journal, Market Watch, Money News, Fidelity.com, and Wall Street Daily. In 2021, he launched his second book titled Risk Parity: How to Invest for All Market Environments. Alex has been interviewed on Bloomberg Television and Radio, BBC World News, and Yahoo Finance and for articles in the Wall Street Journal, Barron’s, and other major publications. He has also been featured in numerous podcasts including Capital Allocators, The Investor’s Podcast, and Seeking Alpha. Alex is also a member of the Forbes Finance Council and regularly contributes content for Forbes.com. Table 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), (AMZN), (SBUX)

Starting off the year – 2023 let’s get after it. Unemployment dips, markets like what they see and more FTX/crypto fallout. And a look back to look ahead. 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: (SPY), (QQQ)

So many guests, such great insights. What a wonderful to hear some of the best of Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)

Clock is counting down on 2022 - Recession is a lock in ’23 – at least the anal-lysts believe that. Some better news – lifting confidence in  the consumer, then a shot across the bow with a better GDP report. A look at recessions and recoveries – many shapes and sizes. And considering Kanikama...Fishsticks! Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (QQQ)

CPI comes in better than expected, market cheers. Powell comes out and talks out of both sides of his rate hike mouth. Heading into the end of the year – everyone calling for a recession – let’s discuss along with some year-end planning tips 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: (SPY), (QQQ)

Yields are collapsing – that’s good and bad. Oil prices collapsing – also good and bad. Inflation Rising  - PPI comes in hot – not sure that matters right now.. Guest – Steve Sanders – EVP at Interactive Brokers. 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/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (OIL)

Searching for that golden ticket - the real MacGuffen with our guest, Ben Hunt. Markets sway with every breath that Powell makes. So ridiculous. StockTober then followed by a November to Remember! Ben Hunt is the creator of Epsilon Theory and inspiration behind Second Foundation Partners, which he co-founded with Rusty Guinn in June 2018. Epsilon Theory, Second Foundation’s principal publishing brand, is a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company’s investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory. Ben taught political science for 10 years: at New York University from 1991 until 1997 and (with tenure) at Southern Methodist University from 1997 until 2000. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts. Follow @EpsilonTheory He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. He joined Rusty at Salient in 2013, where he combined his background as a portfolio manager, risk manager, and entrepreneur with academic experience in game theory and econometrics to work with Salient’s own portfolio managers and its financial advisor clients to improve client outcomes. Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991. He lives in the wilds of Redding, CT on Little River Farm, where he personifies the dilettante farmer that has been a stock comedic character since Cicero's day. Luckily his wife, Jennifer, and four daughters, Harper, Hannah, Haven and Halle, are always there to save the day. Ben's hobbies include comic books, Alabama football, beekeeping, and humoring Rusty in trivia "competitions". 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: (APPL), (GOOG), (MSFT), (DXY), (EEM), (META), (KODK), (FTX.BS)

Oil – prices nosedive after OPEC increases production. Short Week – gearing up for Black Friday and Cyber Monday Deals. The fallout from FTX keeps coming – Going to take years to unwind. and out gueest - David Akerman, Chief Compliance Officer for MobileCoin. He answers the question: Why should I care about cryptocurrencies? David Ackerman, Esq. is an attorney in the United States and global compliance executive with over 15 years experience fighting financial crime, fraud, and terrorism financing. Dave has stood at the forefront of policy making across five continents by providing legal, operational, and regulatory guidance to governments, regulatory organizations, law enforcement, financial intelligence units, global investment banks, sovereign wealth funds, and crypto exchanges. David is a member of the Alfred Lee Loomis Innovation Council at the Stimson Center, a recognized financial regulation expert, principal investigator, published author, and FINRA Arbitrator. Most recently, he serves as the Head of Compliance for MobileCoin Inc. 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 - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BTCUSD), (AAPL), (MSFT)

Here’s some advice – don’t let kids play with matches…! Builders are feeling the pain – rates only going higher.  Jeremy Siegel – predicting the bottom and a pause. Hmmmmmm Divergence – economic reality and execution – the tale of two stocks. Check this and find Out More At: http://www.interactivebrokers.com/ 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: (WMT), (TGT), (AAPL), (COIN), (BTCUSD), (M), (KSS)

Crypto Meltdown – was a long time coming and I have a few things to say about this! The Mid Terms – what happened there? CPI dips and markets RIP. Earnings outlook dims. Lots more .... Find Out More At: http://www.interactivebrokers.com/ 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: (LYFT), (AAPL), (UBER), (BTCUSD), (ETHUSD)

Guest: Frank Curzio - a listener favorite is in the house. Markets got faked out - the Fed remains on a rate hike rampage. Frank tells us what he sees  the future is going to look like if earnings come down and multiples move to a "normal" level? AND, how to play the potential for a stock market move lover. 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 - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (AAPL), (META), (SPY), (XLE), (GLD), (AMZN)

Hot Rates back up – after hints that the Fed may chill-out. Earnings – oofah – some pretty bad reaction to Mega-caps. Meta/Amazon/Google– Just brutal – but perhaps deserving. Listing the winners of the book giveaway! Covering the upcoming economics and the upcoming FOMC meeting.(OS) 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: (BAC), (GOOG), (AMZN), (AAPL), (META)

Yen crashes, yields spike! In response, the Fed launches a trial balloon on Friday. Earnings season providing mixed results, waiting for the "big boys" next week. Listen to the complete "H&C Webinar" from this week - plenty of great insight - discussing how the roots are still solid, even though a bad storm just blew through markets. -> Check out the Slides to the Webinar Presentation Using this LINK 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: (SNAP), (TLT), (META)

In the episode, breaking the Fed Put is something we consider. Unchecked, unlimited power has us thinking that something needs to change. But, policy paralysis continues. The FrankeFed experiment and a look inside what actually goes in within the walls of the Federal Reserve with our guest, Danielle DiMartino 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 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: (BAC), (GS), (WFC), (JPM)

What a rally to start the week – then came the fade.  Oil moving higher – for all the wrong reasons. VIX finally starting to POP – above 30 and rising - what will that mean? We have a giveaway and saying FU to FUD! 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: (AMD), (NKE), (SBUX), (MJ), (MSOS), (XLE)

Penguins are watching for the move, it only takes on central bank to see their error – others will follow. The last quarter – here we are into what is often favorable conditions… But then again, it is 2022. Strategy check: Ostrich or Hope? Time to reprogram. 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: (AAPL), (LYFT)

Holy Capitulation CNBC Man! You know... It is what his mamma used to say - Stupid is what stupid Does A quick check on the market wreck and something you need to hear about. The charts discussed...Click to enlarge     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), (QQQ), (IWM), (OIL)