The Disciplined Investor

TDI Podcast – S&P Demystifies Commodity and VIX ETFs (#249)

Kevin Hoffmann — Mon, 06 Feb 2012 03:40:11 +0000

Guest: Siddhartha Oberoi of S&P Indices goes over the nuances of various commodity and volatility exchange traded products (ETPs) and what you should know before investing in them. A look back at the economic surprises over the past week as well as a discussion about the Citi Economic Surprise Indices. Follow @andrewhorowitz ___ LISTEN TO [...]

TDI Podcast – Rigged Money with Lee Munson and Up is Down, Down is Up (#248)

Andrew Horowitz — Mon, 30 Jan 2012 02:33:54 +0000

Guest: Lee Munson brings his take on what is going on with some of the big money and how they are effectively bleeding the average investor. We discuss world markets as well as get to the bottom if his “pissed-off-ness” with the system. This episode starts with some insight into the direction of markets as [...]

TDI Podcast: How To Spot A Breakout, Trigger Points and Market Predictions by “Them” (#247)

Andrew Horowitz — Mon, 23 Jan 2012 02:01:16 +0000

In this episode, we discuss the Euro, Greek debt accords and the recent earnings season. In addition, we introduce TriggerPoint Research and the new investing tools that we are busy designing. Some of these are covered and we talk specifically about a few stocks that were identified and some of the basic reasons for their moves. [...]

TDI Podcast: Talking To A Shrink: Market Mind Games and SIFI Overview (#246)

Andrew Horowitz — Mon, 16 Jan 2012 17:10:08 +0000

Guest(s): Cady North of Bloomberg Government helps us understand the meaning of SIFI. The banks are going to pay up and we are digging in to what is in store. But, perhaps you have had it with thinking the market should go one way, and it moves in the opposite. Getting you a bit crazy? [...]

TDI Podcast: Peter Schiff and Frank Curzio, Stocks For 2012 and Global Outlook (#245)

Andrew Horowitz — Mon, 09 Jan 2012 02:56:56 +0000

Guests: Peter Schiff and Frank Curzio are this episodes guests. Peter was the top listener pick from 2011 and Frank is an old favorite. We discuss metals, Asia, the U.S. dollar and spend some time on the U.S. economy. Frank provides some stock ideas and Andrew has a few ideas to share as well. A [...]

TDI Podcast: 2011 Rewind, Great Guest Commentary and Assessment (#244)

Andrew Horowitz — Tue, 27 Dec 2011 14:34:44 +0000

From Curzio to Dent and Sorkin to Ritholtz we go back and find out how the commentary panned out. Transparency, Europe, economics and the potential of the world moving into a new phase of a depression are all on the table. If you want to step back and look at the year that was and [...]

TDI Podcast: 2011 Rewind, Great Guest Commentary and Assessment (#244)

Andrew Horowitz — Tue, 27 Dec 2011 03:30:50 +0000

TDI Podcast: New Year’s Resolutions and Market Gameplan (#243)

Andrew Horowitz — Mon, 19 Dec 2011 03:29:40 +0000

How can anyone deal with this mess? The daily frustration is mounting and we take some time to reflect and to look ahead. In this brief, pre-holiday show, Andrew has a discussion about the markets and what should be some “resolutions” for the New Year. Who was you favorite TDI Podcast guest in 2001? Cast [...]

TDI Podcast: Breakout Ideas, End of Year Gameplan, China Update and Europe (#242)

Andrew Horowitz — Mon, 12 Dec 2011 03:45:43 +0000

It is getting toward the end of the year and we need to have a gameplan ready to go. There is tax harvesting, sector rotation and other strategies that will be in full motion over the next few weeks. We discuss these to better understand the seasonality through December. A few stock breakout ideas are [...]

TDI Podcast: Peter Schiff on Gold Ripoffs, Scams and More… (#241)

Andrew Horowitz — Mon, 05 Dec 2011 02:18:55 +0000

Guest: Peter Schiff, Europacific Capital is our guest this episode. Gold, China, inflation and the U.S. dollar are once again topics on the table for discussion. Peter tells us what is going on in the precious metals market and the scams that are cropping up. We also go through some of the areas he sees [...]

TDI Podcast: Crushing Germany into Submission – via Pritchard (Episode #240)

Andrew Horowitz — Mon, 28 Nov 2011 01:00:33 +0000

Guest: Ambrose Evans-Pritchard of the Daily Telegraph provides a frank discussion on the state of the EuroZone. We go through the problems areas as well as some of the solutions. It seems that there is a gap between what should be done and what will be done – all in the name of “fairness” and [...]

TDI Podcast: What Works on and Who’s Occupying Wall Street (Episode #239)

Andrew Horowitz — Mon, 21 Nov 2011 03:15:46 +0000

Guests: Karanja Gaçuça, discusses the OWS message with us, providing a look into the “inequity” of wealth distribution. James O’Shaughnessy, author of What Works on Wall Street shares his experience with quantitative research and historical returns. We start this episode with a look into markets and how they may react to the latest EuroZone developments [...]

TDI Podcast: Das is Back! McClellan Provides A Roadmap (Episode #238)

Andrew Horowitz — Mon, 14 Nov 2011 02:00:40 +0000

Guests: Satyajiy Das is back by popular demand. We get more emails from listeners requesting Das than you can believe. Maybe it is his factual accounts of what is really going on behind the scenes in Europe that has us all listening to his advice. On this episode, we talk about Italy, France and Greece [...]

TDI Podcast: War of The Worlds With Frank Curzio and Michael Rosenberg (Episode #237)

Andrew Horowitz — Mon, 07 Nov 2011 03:00:11 +0000

Guest: Frank Curzio shows up with a good deal of spunk and has a plenty of ideas to share. Markets have been putting up some real curious moves over the the past few months and Frank provides some rationale and a few stocks to consider. We then spend some time with Bloomberg’s Michael Rosenberg. He [...]

TDI Podcast: Katsenelson on The Positive Side of Europe (Episode #236)

Andrew Horowitz — Mon, 31 Oct 2011 01:41:34 +0000

Guest: Vitaliy Katsenelson have some interesting thoughts on the state of economics in Europe and how to invest with a Value style. During our last conversation, Vitaliy was really sour on China – and he was right. The recent economic and earnings reports are shaping up to prove the analysts wrong – but will Europe’s [...]

TDI Podcast: Takeover Plays, Futures and Market Action (MP3 Version – #235)

Andrew Horowitz — Mon, 24 Oct 2011 00:51:45 +0000

Guests: Jon Markman and Kevin Hoffmann. Beginning with an update of the current markets and what to watch for in the coming days, Kevin and Andrew discuss a few stocks that we are looking at, a review of StocktoberFest, as well as the potential for the rally to continue. We get into the details of [...]

TDI Podcast: IBD’s Amy Smith on NUAN, CELG, SWI, PII (MP3 Version – #234)

Andrew Horowitz — Sun, 16 Oct 2011 22:50:37 +0000

Guests: Amy Smith on IBD’s recent market calls and stocks to watch for as a bull trend is in the process of development. More importantly, how to survive the choppiness of the market and surviving volatility. Looking at stocks like Bed, Bath & Beyond (BBBY) and Solar Winds (SWI) Polaris Industries (PII) and others. A [...]

TDI Podcast: The Great Crash Ahead and Market Cycles to Watch (MP3 Version – #233)

Andrew Horowitz — Mon, 10 Oct 2011 02:00:33 +0000

Guests: Harry Dent and Larry Williams discuss current market and economic conditions. Harry Dent’s latest book, The Great Crash Ahead is now out in bookstores. Some of Harry’s latest prognostications about the epic crash that will unfold are delved into as well as a review of some of his earlier predictions. Cycles and the market’s [...]

TDI Podcast: StocktoberFest, Global Recession and Protection Strategies (MP3 Version – #232)

Andrew Horowitz — Tue, 04 Oct 2011 03:00:18 +0000

It is rough out there and we have a few ideas to help your portfolio along. This episode marks the official start to StocktoberFest! With the markets pricing in a global downturn and a new recession in the U.S., we need to get creative and leave emotions at the door. Investing in these types of [...]

TDI Podcast: StocktoberFest, Global Recession and Protection Strategies (ENHANCED – #232)

Andrew Horowitz — Mon, 03 Oct 2011 02:30:29 +0000

TDI Podcast: Barry Ritholtz on Analyst Bias and a Bear Flag Warning (#231)

Andrew Horowitz — Mon, 26 Sep 2011 01:30:44 +0000

Guests: Barry Ritholtz, FusionIQ and author of Bailout Nation along with Corey Rosenbloom, Afraidtotrade.com. In this episode, we take on the European conundrum as well as some very important trading patterns that are occurring. What are analysts thinking and why do their estimates matter. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES [...]

TDI Podcast: Shorting Europe, The Mystery Broker, Market Rally Almost Done (#230)

Andrew Horowitz — Mon, 19 Sep 2011 03:00:58 +0000

Guest: Michael Santoli, Barron’s provides his take on market and high frequency trading. Who is the Mystery Broker anyway? The Bloomberg 50 conference is discussed as well as China’s housing problem. We also are alarmed at the recent comments from hedge funds who are apparently in a race to bring faster trading strategies to the [...]

TDI Podcast: Should I Sell, Buy, Cry? $450,000 PER JOB? How To Hedge (#229)

Andrew Horowitz — Mon, 12 Sep 2011 01:30:05 +0000

Andrew has some very pointed commentary concerning the actions of the world’s Central Bankers. The Obama Jobs plan is analyzed to see how $450,000 per job is a good deal for the economy and hedging strategies for a tough market condition. Some Listener Q/A also is part of this episode. ___ LISTEN TO PODCAST NOW [...]

TDI Podcast: Curzio Brings Clarity To The Confusion (#228)

Andrew Horowitz — Mon, 05 Sep 2011 02:00:45 +0000

Guest: Frank Curzio helps us understand the economics and psychology of the recent markets. The politics, the Fed, the recent jobs report and some ideas on a few bio-tech names in the genetic field. Listen in to this episode to find out some ideas that may be helpful to you and your portfolio. ___ LISTEN [...]

TDI Podcast 227: Futures 101, Cycles and Recession Forecasting (S&P@500?)

Andrew Horowitz — Mon, 29 Aug 2011 01:30:27 +0000

Guests: Professor Charles Nenner and Jon Markman. This episode starts with a look back at the week and then into the future with Professor Nenner. His expertise in market cycles helps to provide an explanation as to why the S&P 500 is going to 500… Yes, 500. We then move to a fascinating discussion with [...]