The Disciplined Investor
By Andrew Horowitz, CFP
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Podcast Description
Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. Recent Guests include: Andrew Ross Sorkin, John Perkins and Jack Schwager along with great authors and strategists....
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TDI Podcast – S&P Demystifies Commodity and VIX ETFs (#249) | 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 PODCAST NOW | LISTEN @ ZUNE - @ iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! ** Be sure to go to TriggerPoint Research and get the latest updates ** TRIGGERTRADING on TWITTER ___  Siddhartha Oberoi is Senior Director, Exchange Traded Products at S&P Indices. Sid leads the ETP effort for S&P Indices for the Americas. He works closely with exchanges and exchange traded product sponsors to help them with their index needs and to successfully implement their strategy. Sid also manages the VIX product line for S&P Indices. Prior to that, Sid has held roles within S&P Indices including managing ETF licensing relationship for Americas and in the Index Innovation Group where he developed various indices including S&P Municipal Bond Indices, S&Pâs Shariah Indices and helped to expand other equity index offerings. Prior to joining S&P in 2007, Sid worked at Calyx Financial and Prudential Financial where he helped develop and manage fund of funds focused on global asset allocation, including a product focused on the Shariah market.  Sid is a charter holder from the Chartered Alternative Investment Analyst Association and has been a member of their Curriculum Committee. He holds an MBA from Rutgers University and a B.A. from Delhi University. Sid has been a regular speaker at conferences, talking about ETP landscape and indexing.  Get the list of VIX ETFs HERE  ___  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 2/5/12 | Free | View In iTunes |
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TDI Podcast – Rigged Money with Lee Munson and Up is Down, Down is Up (#248) | 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 well as an important update on the EuroZone crisis. ___  LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! ** Be sure to go to TriggerPoint Research and get on the update list ** Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street and then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client. His first book, "Rigged Money: Beating Wall Street at its Own Game" (John Wiley & Sons), was published in December, 2011. Munson is a frequent guest on CNBC's The Kudlow Report. His insights and contributions have appeared in The Wall Street Journal, The Huffington Post, Forbes, Smart Money, Kiplinger's Personal Finance and CFA Magazine, SeekingAlpha.com and TheStreet.com. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 1/29/12 | Free | View In iTunes |
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TDI Podcast: How To Spot A Breakout, Trigger Points and Market Predictions by “Them” (#247) | 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. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! Some of the predictions for the markets in this episode are from, DeMark, Lowry's, ECRI among others. Below are the charts discussed in the TriggerPoint segment of this episode. Notice that there are basing patterns along with we have identified as low volume breakdowns that helped to create a short squeeze above certain target prices. | 1/22/12 | Free | View In iTunes |
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TDI Podcast: Talking To A Shrink: Market Mind Games and SIFI Overview (#246) | 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? Good news is bad news and bad news is good news? No worries, you are not alone and we discuss how to better understand the emotional side of investing with Denise Shull. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! ___ Cady North, Senior Analyst (Bloomberg Government - Washington, D.C.) Cady North is a finance policy analyst for Bloomberg Government in Washington, D.C. North has a decade of experience in legislative affairs and public policy at both the state and federal level. Prior to joining the Bloomberg Government finance team she was the Senior Manager of Government Affairs for Financial Executives International (FEI), a trade association for CFOâs, treasurers and controllers of Fortune 500 companies. There, she led advocacy efforts on a variety of corporate finance issues including FEIâs outreach to Congress on the Dodd-Frank Act. Prior to joining FEI, Cady served at the Texas Department of Transportation concentrating on state and federal legislative affairs related to the public and private financing of infrastructure. During that time, she also completed a year working as a congressional liaison for the Texas Office of State-Federal Relations in Washington, DC. Cady also worked as a legislative assistant at Capital Consultants, a lobbying and consulting firm in Austin, TX, where she advised on a variety of issues. She holds a B.A. from the University of Texas at Austin where she studied government. Denise Shull is a Wall St. consultant and speaker who recently authored the highly acclaimed MARKET MIND GAMES to elucidate a radical new psychology of risk decision making. Having founded The ReThink Group in 2003 to educate and advise business risk takers in how to capitalize on the latest brain science, she and her team have consulted with CEOâs, Chief Risk Officers, Portfolio Managers and top-tier hedge fund traders on how to leverage the human factors in their judgment calls. She has also educated thousands of independent investors in the use of their psychological capital and coached executives in English football in the same principles. Her unique work has been featured in the Financial Times, Bloomberg Magazine and Risk Professional magazine. Denise has written for Absolute Return, CME Group Magazine and Reuterâs Hedgeworld and been quoted in The New York Times, the WSJ, Forbes.com, Smart Money and The Washington Post. Ms. Shull has appeared on CNBC in both the US and in Asia, Bloomberg, Cavuto, PBS, The Discovery Channel and scores of national radio programs. She graduated from the University of Chicagoâs unique Master of Arts Program in the Social Sciences in 1995 where she wrote her thesis on how our brains develop in childhood so that we tend to perceive and react according to fractal patterns in adulthood. Shull is also a graduate of Harvardâs executive education program in âInvestment Decisions and Behavioral Financeâ. Shull resides in New York City and belongs to the Association for Psychological Science, The Society for Social and Affective Neuroscience, the Society for Neuroeconomics and the Authorâs Guild. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 1/16/12 | Free | View In iTunes |
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TDI Podcast: Peter Schiff and Frank Curzio, Stocks For 2012 and Global Outlook (#245) | 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 well rounded episode that is the first for 2012! Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES From Europacific Capital : Peter Schiff is one of the few non-biased investment advisors (not committed solely to the short side of the market) to have correctly called the current bear market before it began and to have positioned his clients accordingly. As a result of his accurate forecasts on the U.S. stock market, economy, real estate, the mortgage meltdown, credit crunch, subprime debacle, commodities, gold and the dollar, he is becoming increasingly more renowned. He has been quoted in many of the nationâs leading newspapers. His best-selling book, âCrash Proof: How to Profit from the Coming Economic Collapseâ was published by Wiley & Sons in February of 2007 and his second book, âThe Little Book of Bull Moves in Bear Markets: How to Keep your Portfolio Up When the Market is Downâ was published by Wiley & Sons in October of 2008.SPECIAL REPORT : GOLD SCAMS ___ Frank Curzio is an equity analyst for Stansberry & Associates. Check out Frankâs Podcast on iTunes â HERE. Frank has over 15 years of investing experience. He was recently the editor of TheStreet.comâs Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast â one of the most widely listened-to financial podcasts on iTunes. Frank has been a guest on various media outlets including Fox Business News, CNBCâs The Kudlow Report and CNBCâs The Call. He has also been mentioned numerous times on Jim Cramerâs 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 Hulbertâs Financial Digest for risk-adjusted performance. Also, Frank was portfolio manager for Greentree Financial. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 1/8/12 | Free | View In iTunes |
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TDI Podcast: 2011 Rewind, Great Guest Commentary and Assessment (#244) | 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 how we may progress into 2012, this is a great way to start. What better way to learn than to assess what we got right and what we got wrong. Who was you favorite TDI Podcast guest in 2001? Cast your vote HERE. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... | 12/27/11 | Free | View In iTunes |
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TDI Podcast: 2011 Rewind, Great Guest Commentary and Assessment (#244) | 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 how we may progress into 2012, this is a great way to start. What better way to learn than to assess what we got right and what we got wrong. Who was you favorite TDI Podcast guest in 2001? Cast your vote HERE. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... | 12/26/11 | Free | View In iTunes |
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TDI Podcast: New Year’s Resolutions and Market Gameplan (#243) | 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 your vote HERE. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... | 12/18/11 | Free | View In iTunes |
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TDI Podcast: Breakout Ideas, End of Year Gameplan, China Update and Europe (#242) | 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 discussed: QCOR, HANS, SWI as well.  Who was you favorite TDI Podcast guest in 2001? Cast your vote HERE. China import and exports, the EuroZone plan and what the exact levels to watch for the Russell 2000 index. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... | 12/11/11 | Free | View In iTunes |
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TDI Podcast: Peter Schiff on Gold Ripoffs, Scams and More… (#241) | 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 as potential for investing. This episode starts off with a thorough review of the economic numbers, market reaction and an idea for using the volatility to your advantage. Some stocks we discuss include (RIMM), (LULU) and (TVIX). ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ From Europacific Capital : Peter Schiff is one of the few non-biased investment advisors (not committed solely to the short side of the market) to have correctly called the current bear market before it began and to have positioned his clients accordingly. As a result of his accurate forecasts on the U.S. stock market, economy, real estate, the mortgage meltdown, credit crunch, subprime debacle, commodities, gold and the dollar, he is becoming increasingly more renowned. He has been quoted in many of the nationâs leading newspapers. His best-selling book, âCrash Proof: How to Profit from the Coming Economic Collapseâ was published by Wiley & Sons in February of 2007 and his second book, âThe Little Book of Bull Moves in Bear Markets: How to Keep your Portfolio Up When the Market is Downâ was published by Wiley & Sons in October of 2008. SPECIAL REPORT : GOLD SCAMS ___ ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... | 12/4/11 | Free | View In iTunes |
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TDI Podcast: Crushing Germany into Submission – via Pritchard (Episode #240) | Guest:Â 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 politics. We start out with some reasons why a quick and stealth rally may be in the cards and the important economics that will be released this week. ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Ambrose Evans-Pritchard is International Business Editor of The Daily Telegraph. He has covered world politics and economics for 30 years, based in Europe, the US, and Latin America. He joined the Telegraph in 1991, serving as Washington correspondent and later Europe correspondent in Brussels. Â Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 11/27/11 | Free | View In iTunes |
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TDI Podcast: What Works on and Who’s Occupying Wall Street (Episode #239) | 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 and the lack of progress by the "SuperCommittee". Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Jim O'Shaughnessy is the Chairman and CEO of O'Shaughnessy Asset Management (OSAM). Also serving as the Chief Investment Officer of the firm, Mr. OâShaughnessy is involved in all portfolio management and research decisions. Prior to founding OSAM, Mr. OâShaughnessy was the Director of Systematic Equity at Bear Stearns Asset Management and a Senior Managing Director of the firm. Long recognized as one of America's leading financial experts and a pioneer in quantitative equity analysis, he has been called a "world beater," a "statistical guru" and a "legendary investor" by Barron's. Higher Returns said he is "one of the most original market thinkers we've come across." Kiplinger's Personal Finance Magazine said: "You ignore his message at the risk of your own future wealth. His trailblazing research suggests new ways to invest." Mr. OâShaughnessy is the author of four books on investing. Forbes pronounced his first book Invest Like the Best "awesome" and named it one of the best financial books of the year. His next book, What Works on Wall Street, was a BusinessWeek and New York Times Business bestseller and called "An indisputable classic...downright momentous" by TheStreet.com. It was hailed as "strictly top shelf" by Worth magazine and selected as one of the three best investment books by Business 2.0. The Financial Analysts' Journal said it was "indisputably a major contribution to empirical research on the behavior of common stocks in the United States...conceivably, the influence of What Works on Wall Street will prove immense." ___ Karanja Gaçuça has been part of the Occupy Wall Street protest since soon after its inception. A native of Nairobi, Kenya he moved to England where he attended Middlesex University and later returned to attend grad school at the London School of Economics. When he came to New York, he began a career on Wall Street, working in several of the major global banks, until September 2011. He took a sequence of hiatuses attending NYU to study documentary film and working in independent film and TV and later getting involved in a number of social change movements, including some that operated within the political system. Occupy Wall Street, though, is a very different vehicle â one that I think has the potential to really affect the sensibilities of a majority of the public which is what is so magnetic about being a part of this movement. Karanja currently blogs on the subjects of social justice, corporate responsibility, and economic equality. ___ Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 11/20/11 | Free | View In iTunes |
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TDI Podcast: Das is Back! McClellan Provides A Roadmap (Episode #238) | 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 as the central issues we need to watch closely. Then, Tom McClellan provides us some insight into the cycles that are now in play for the markets. Using some of his statistical insight and history of markets, we find out what may be in store for the remainder of the year. Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ The Best Joke Contest - Das's Book, Extreme Money is the Prize - Send in your best joke about European Financial Management Send email to askandrew (at) thedisciplinedinvestor.com  ___ Satyajit Das has worked in financial derivatives, risk management, and capital markets for over 30+ years. Since 1994, Mr. Das has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia. Previously, between 1977 and 1994, Mr. Das worked on the âsell sideâ (Commonwealth Bank of Australia, Citicorp Investment Bank and Merrill Lynch) and the âbuy sideâ (Treasurer of the TNT Group, an Australian based international transport and logistics company). Das is the author of a number of key reference works on derivatives and risk management. His works include Swaps/ Financial Derivatives Library â Third Edition (2005, John Wiley & Sons) (a 4 volume 4,200 page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products âThird Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insiderâs account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as â fascinating reading ⦠explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industryâ. Eurointelligence Minyanville Satyajitâs Blog He is also the author (with Jade Novakovic) of In Search of the Pangolin: The Accidental Eco-Tourist (2006, New Holland), an unique narrative offering passionate and often poignant insights into the natural world and the culture of eco-travel. Get Das's latest book, Extreme Money HERE ___ 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 parentsâ 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 âconventional wisdomâ 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 marketâs 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. | 11/13/11 | Free | View In iTunes |
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TDI Podcast: War of The Worlds With Frank Curzio and Michael Rosenberg (Episode #237) | 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 s... | 11/6/11 | Free | View In iTunes |
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TDI Podcast: Katsenelson on The Positive Side of Europe (Episode #236) | 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 financial crisis continue to dampen investor's appetites? Listen in to this episode to find out... Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Vitaliy Katsenelson is the 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, but who cares) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. At first , he figured the best way to learn is to teach. Initially 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 my day job. Vitaley has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 10/30/11 | Free | View In iTunes |
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TDI Podcast: Takeover Plays, Futures and Market Action (MP3 Version – #235) | 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 Looking at some takeover plays like; Gulfport Energy (GPOR) , RPC Corp (RES) as well as the reasons we have been buyers of Tempur-Pedic (TPX). Follow @andrewhorowitz Jon Markman comes to this episode with some insight about the European crisis and how it has an interesting correlation to the history of America. The results of the Gemini 232 investment program are discussed and we get deeper into a conversation about investing in futures. Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___  LISTEN NOW @ ZUNE - @ iTUNES  ___ Jon Markman, a veteran money manager and award-winning journalist, is editor and founder of the investment research newsletters Traderâs Advantage and Strategic Advantage. A pioneer in the development of stock-rating systems and screening software, Markman is a co-inventor on two Microsoft patents and author of the best-selling books âSwing Tradingâ , âThe New Day Trader Advantageâ and âReminiscences of a Stock Operator â Annotated Editionâ Click here for a free 2-week trial to Markman's Strategic Advantage ! Markman was a portfolio manager and senior investment strategist at a multi-strategy hedge fund from 2002 to 2005; managing editor and columnist at CNBC from 1997 to 2002; and an editor, investments columnist and investigative reporter at the Los Angeles Times from 1984 to 1997 and currently writes for MarketWatch.com. GEMINI 252 For details on our approach and membership, visit our website at: http://www.markmancapital.net/gemini252/ Write to Jon: jon@gemini252.com follow Jon on Twitter Follow @jdmarkman ___ Kevin Hoffmann discusses some techniques on screening for investment ideas. Kevin Hoffmann is a key member of the Horowitz & Company team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin heads research and analytics for Horowitz & Company. While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelorâs degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele. ___ TWITTER!    Follow @andrewhorowitz ___ If you would like to read our TDI Inside Edition Series - Click HERE  ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 10/23/11 | Free | View In iTunes |
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TDI Podcast: IBD’s Amy Smith on NUAN, CELG, SWI, PII (MP3 Version – #234) | 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 few charts are reviewed as well as the fundamentals for each of IBD's top-rated stocks. Also, we talk more about the economics, potential for a recession, tradeable uptrends in a longer down-trending market condition. Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___  LISTEN NOW @ ZUNE - @ iTUNES ___ Amy Smith is host of IBD TVâs daily Market Wrap video at Investors.com. Amy is also an IBD Meetup Organizer and a national speaker for Investorâs Business Daily. She regularly speaks to groups about how to apply the CAN SLIM Investing System using the custom tools and research found every day in IBD and Investors.com. The Market Wrap Videos are a great tool to keep you in synch with the market trends. See HERE for some recent examples. TWITTER!     Follow @andrewhorowitz ___ A few of the MarketSmith Charts discussed in this episode (CLICK EACH TO ENLARGE):         If you would like to read our TDI Inside Edition Series - Click HERE  ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 10/16/11 | Free | View In iTunes |
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TDI Podcast: The Great Crash Ahead and Market Cycles to Watch (MP3 Version – #233) | 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 direction are the topic for debate with Larry Williams. This is a seasoned pro that can teach us all about investing. Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___  LISTEN NOW @ ZUNE - @ iTUNES Harry S. Dent is the founder and President of the H. S. Foundation whose mission is âHelping People Understand Changeâ. Using exciting new research, developed from years of hands-on business experience, Mr. Dent offers a refreshingly positive and understandable view of the future. In his book, The Great Boom Ahead, published in 1992, Mr. Dent stood virtually alone in accurately forecasting the unanticipated âBoomâ of the 1990s. Today he continues to educate audiences about his predictions for the next and possibly last great bull market, from late 2005 into early to mid 2010. Since 1992 he has authored two consecutive best sellers The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster). Mr. Dent also publishes the HS Dent Forecast newsletter, which offers current analysis of economic, and financial market trends. Be sure to check out his latest book: THE GREAT CRASH AHEAD ___ Larry Williams has been trading futures and commodities for well over 46 years. He is the most highly regarded and well known short term trader in the world. No other futures trader is as accomplished as Larry Williams. He has more trading and investing books on the market than any other futures trader. The majority of his books have been best sellers. (see Books for a list of Larry Williams books). Larry has taught thousands to correctly trade the markets, won many trading championships, and has been the only futures trader in the world to repeatedly trade $1 million of his own money live at seminars around the globe. 1962 was when Larry Williams began following the markets. His interest was sparked by the Kennedy market crash, when President Kennedy forced a roll back in steel prices. The crash was front page news everywhere. People lost millions but Larry was more taken by the fact that if you had been "short" the market, you would have made millions. TWITTER!     Follow @andrewhorowitz ___ If you would like to read our TDI Inside Edition Series - Click HERE  ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 10/9/11 | Free | View In iTunes |
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TDI Podcast: StocktoberFest, Global Recession and Protection Strategies (MP3 Version – #232) | 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 markets demands a specific set of strategies. In this episode we discuss some of the ways to protect and position a portfolio. NOTE: This is the Mp3 version, if you would like to listen/see the ENHANCED FORMAT which has charts and other visual aids to supplement the discussion click HERE . Please let us know if it works on all platforms and if you find it beneficial. (Please comment below of email us directly)  LISTEN @ ZUNE - @ iTUNES The charts and the images discussed in this episode If you would like to read our TDI Inside Edition Series - Click HERE  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 10/3/11 | Free | View In iTunes |
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TDI Podcast: StocktoberFest, Global Recession and Protection Strategies (ENHANCED – #232) | 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 markets demands a specific set of strategies. In this episode we discuss some of the ways to protect and position a portfolio. NOTE: This episode is an experiment with an ENHANCED FORMAT which has charts and other visual aids to supplement the discussion. Please let us know if it works on all platforms and if you find it beneficial. (Please comment below of email us directly)  LISTEN @ ZUNE - @ iTUNES ___ ___ The charts and the images discussed in this episode If you would like to read our TDI Inside Edition Series - Click HERE  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 10/2/11 | Free | View In iTunes |
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TDI Podcast: Barry Ritholtz on Analyst Bias and a Bear Flag Warning (#231) | 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 ___ A frequent commentator on CNBC, Barry Ritholtz is a regular guest on Kudlow & Company. He has guest-hosted Squawk Box on numerous occasions, and also appears regularly on Bloomberg, Fox, and PBS. Mr. Ritholtz was profiled in the Wall Street Journal. His market perspectives are quoted regularly in the Wall Street Journal, Barronâs, Forbes, Fortunes, and other print media. He is deeply honored to be the dedicatee of The 2007 Stock Traderâs Almanacâs 40th Anniversary edition. Mr. Ritholtz performed his graduate studies at Yeshiva Universityâs Benjamin N. Cardozo School of Law in New York, where he focused on Economics, Anti-Trust and Corporate Law. He was a member of the Law Review, and graduated Cum Laude. His undergraduate work was at Stony Brook University, where on a Regents Scholarship, he focused on Mathematics and Physics, graduating with an Associates degree in Political Science. *** Find Out More About the BIG PICTURE CONFERENCE *** Watch a Demo/Tour of Fusion IQ HERE Get Barryâs book: Bailout Nation ___ Corey Rosenbloom is an independent trader who trades his own accounts and focuses on intraday patterns in index futures, but also trades sector ETF positions. He is currently working with a team to develop a hedge fund which focuses on broader trends in inter-market relationships and equity market sector rotation strategies. Corey founded and manages the Afraid to Trade.com site in late 2006, which provides daily analysis and education, often from a psychological basis, designed to help traders and investors overcome fear from trading losses through solid education. He offers limited mentorship and consulting opportunities and is working on expanding the website as an educational resource for traders. Check him out for trading lessons and mentoring opportunities CLICK HERE FOR CHARTS ON THE BEAR FLAG FORMATION (Available after Monday at 8:30am) The dangers of Operation TWIST discussed ---> HERE ___ STOCKTOBERFEST! ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 9/25/11 | Free | View In iTunes |
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TDI Podcast: Shorting Europe, The Mystery Broker, Market Rally Almost Done (#230) | 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 markets - even they are concerned about the potential volatility that this my bring... LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Michael Santoli is an Associate Editor for Barronâs, The Dow Jones Business and Financial Weekly. He writes the âStreetwiseâ column, offering a forward-looking take on the financial markets, illuminating market trends and identifying investment opportunities. Mr. Santoli is a regular on-air contributor to several cable and broadcast networks. Prior to assuming his current position in November 2006, Mr. Santoli had been a senior editor for Barronâs since May 2002, writing âThe Traderâ column, which covered the stock market and investment trends. Previously he had been mutual funds editor for the magazine since March 2000, when he wrote the âFund of Informationâ column, edited the quarterly mutual-fund pullout sections and wrote cover stories for the magazine. In August 1993, Mr. Santoli joined Dow Jones & Company as a reporter for the Dow Jones News Service and covered the securities industry. He moved to Barronâs in February 1997 as a staff writer and wrote the âCommodities Corner.â In 1998, he began writing the âStriking Priceâ column, covering the options markets. Before joining Dow Jones, he worked in New York as a reporter/editor for Investment Dealersâ Digest from June 1992 through early August 1993. Mr. Santoli has received two Dow Jones Newswires Awards for distinguished real-time journalism. In 1995, he was a member of a team honored for a series of stories on the demise of D. Blech & Co., and in 1996, he and a colleague received an award for their coverage of the securities industry. Born in Manhasset, N.Y., Mr. Santoli received a bachelorâs degree in history from Wesleyan University in Middletown, Conn. ___ STOCKTOBERFEST! ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 9/18/11 | Free | View In iTunes |
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TDI Podcast: Should I Sell, Buy, Cry? $450,000 PER JOB? How To Hedge (#229) | 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 | LISTEN @ ZUNE - @ iTUNES ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Make sure to get your daily dose of the Inside Edition. During the month of September, we are letting you access the daily updates that we provide Horowitz & Company clients. Also, for next month, make sure to send in your request for a stock evaluation. STOCKTOBERFEST is Coming! ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 9/11/11 | Free | View In iTunes |
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TDI Podcast: Curzio Brings Clarity To The Confusion (#228) | 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 TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES __ Frank Curzio is an equity analyst for Stansberry & Associates. Check out Frankâs Podcast on iTunes â HERE. Frank has over 15 years of investing experience. He was recently the editor of TheStreet.comâs Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast â one of the most widely listened-to financial podcasts on iTunes. Frank has been a guest on various media outlets including Fox Business News, CNBCâs The Kudlow Report and CNBCâs The Call. He has also been mentioned numerous times on Jim Cramerâs 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 Hulbertâs Financial Digest for risk-adjusted performance. Formerly, Frank was portfolio manager for Greentree Financial. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 9/4/11 | Free | View In iTunes |
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TDI Podcast 227: Futures 101, Cycles and Recession Forecasting (S&P@500?) | 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 Jon Markman to explore the use of futures for today's investor. Other topics include the potential for a global coordinated recession as well as some great books that you may want to check out. Â ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. Â ___ Jon Markman, a veteran money manager and award-winning journalist, is editor and founder of the investment research newsletters Traderâs Advantage and Strategic Advantage. A pioneer in the development of stock-rating systems and screening software, Markman is a co-inventor on two Microsoft patents and author of the best-selling books âSwing Tradingâ , âThe New Day Trader Advantageâ and âReminiscences of a Stock Operator â Annotated Editionâ Click here for a free 2-week trial to Markman's Strategic Advantage ! Markman was a portfolio manager and senior investment strategist at a multi-strategy hedge fund from 2002 to 2005; managing editor and columnist at CNBC from 1997 to 2002; and an editor, investments columnist and investigative reporter at the Los Angeles Times from 1984 to 1997 and currently writes for MarketWatch.com. Write to Jon: jon@gemini252.com ___ Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman's fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into account, including Mr. Nenner's use of proprietary cycle analysis. Mr. Nenner graduated from Maimonides College Amsterdam in 1972, and from the University of Amsterdam Medical College, where he earned his medical degree in 1984. Â ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour.... | 8/28/11 | Free | View In iTunes |
| Total: 25 Episodes |
Customer Reviews
Started well, losing steam
I really enjoyed the discussion in the first few episodes, but I think the show has gotten off track. There is WAY too much promotion of the podcast within the podcast. Asking for a review or asking people to subscribe is great for a few seconds at the end of the show. I now find myself dumping the podcast a minute in because I'm already tired of the self-promotion. Also, too much time talking about CNBC's contest. I want to hear about real money, not pretend money. Despite these objections, I think the advice is really solid and, most of all, level-headed, which is SO hard to find today. Just cut down on the sales job, and remember when someone is listening to the podcast, you're already preaching to the choir.
You blew it, Horowitz
I decided to check out this podcast after listening to Horowitz sub for the Money Girl. I listen to Cramer, CNBC fast money, as well as the various Vanguard and Fidelity podcasts out there. Horowitz is actually pretty good on the Money Girl podcast, when he is limited to 5 to 7 minutes of content. I tried listening to 2 of his most recent podcasts and it took him about 15 minutes to get to any real content. Andy, if you want to check out your own failings, listen to your CNBC millionaire program from the middle of May '08. You have zero meaningful content in the first 10 minutes of that show, just pimping a bunch of useless crap. Do seven minutes a week, direct people to your website for 10 seconds of that podcast, and pack the show with insightful and meaningful content. Unsuscribing until then...
A refreshing look at investing
Lively, entertaining and ideas that make sense. Nice to hear somone actually giving ideas that can be used immediatley. Suggest as a must subscribe if looking for ideas and ways to improve portfolio...
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