Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters . ( Free trial subscriptions available ) He has bee...
Jun 21, 2026•1 hr 2 min•Ep. 978
SpaceX Launches its IPO Inflation still a problem I am asking – What are you waiting for ? I want to know.. A portfolio is not the goal. The portfolio is the tool. The goal is the life. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (SPCX), (BA), (AAPL). (GOOG)...
Jun 14, 2026•42 min
Buy in May and Let’s Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers. He also serves as Head Trader of IBKR Securities Services, the firm’s trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm’s h...
Jun 07, 2026•54 min•Ep. 976
A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news. This week’s guest: Wesley Gray – Founder, Alpha Architect. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Wes Gray – After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic jo...
May 31, 2026•1 hr 7 min•Ep. 975
NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA , an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camu...
May 24, 2026•55 min•Ep. 974
Inflation sticky like old pine sap… Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) 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 a...
May 17, 2026•1 hr 4 min•Ep. 973
Blowout numbers from Semis – tech is on fire! The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – is your job at risk. And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history’s wildest financial strategies made him financially independent in his...
May 10, 2026•1 hr 9 min•Ep. 972
Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on… So many people confidently discussing a subject they know little about, while dismissing experts. The big boys have reported ! Powell’s Last speech – and a divided Fed. Inflation – via the PCE is hot. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Gue...
May 03, 2026•1 hr 10 min•Ep. 971
War is on or off – can’t keep track But, nothing has changed with the flow of oil What is the story that markets really telling us ? And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capi...
Apr 26, 2026•1 hr 5 min•Ep. 970
10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken. Key Reversal Indicator breaches an important level. Employment, Inflation and eco still looking good. Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment So...
Apr 19, 2026•1 hr 5 min•Ep. 969
We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand… We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Clare Flynn Levy is the founder and CEO of Essentia Analytics , a fintech firm that uses decision attribution analytics to help both equity ...
Apr 12, 2026•1 hr 8 min•Ep. 968
Sitting on hands – maybe a good idea right now. Confidence vs. courage in your investment process. A look at Q1 markets and economics. Thomas Thornton, Hedge Fund Telemetry is this week’s guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) 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...
Apr 05, 2026•1 hr 11 min•Ep. 967
A one sided peace plan? Let’s hope not… Inflation estimates in the 5% range and climbing. Private markets, credit and the same story all over again. And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap? Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (GE), (BA),...
Mar 29, 2026•51 min•Ep. 966
PPI just exploded higher. Florida Freeze about to hit our wallets. The Fed is on hold but not happy. And the War carry’s on… Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. 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 ...
Mar 22, 2026•1 hr 4 min•Ep. 965
Oil’s Big move – one for the record books. Markets in a slight panic – not too worse for ware. Inflation numbers are out – but does anyone care? And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic brokerage firm. He has been at the forefront of applying computer technology to automate trading an...
Mar 15, 2026•55 min
War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed’s quandary is real Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) 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 a...
Mar 08, 2026•1 hr 10 min•Ep. 963
Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) 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 th...
Mar 01, 2026•57 min•Ep. 962
Short week – but full of fun… We have been dancing around the 50-day moving average. A rant is about to happen – oh boy, strap in. And what is going on with commodities? A great time to bring on our guest – Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment ) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity marke...
Feb 22, 2026•55 min•Ep. 961
Employment Report Solid The Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Cullen 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 manageme...
Feb 15, 2026•1 hr•Ep. 960
They are calling it Software-mageddon! Digging into the precious metals. Wake up Diversification fans – we have something for you… Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (CRM), (QQQ), (NVDA), (GLD), (SLV)...
Feb 08, 2026•53 min•Ep. 959
The FED – keeps rates unchanged SpaceX announcing IPO plans Investors cautious on CaprEx spending plans And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three 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 w...
Feb 01, 2026•1 hr 7 min•Ep. 958
Greenland babble sinks and then boosts markets. Natural Gas prices skyrocket. Small Caps continue to lead markets. Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey! NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX , a global whiske...
Jan 25, 2026•1 hr 2 min
Greenland, Iran and Mexico – OH MY Earnings season – yes it is here ! Markets re on fire – all systems go – Get your gold and silver too! And out guest – Benjamin Kahle – Managing Partner of Wellings Capital. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Benjamin Kahle is the Managing Partner of Wellings Capital . He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjami...
Jan 18, 2026•1 hr 5 min•Ep. 956
Capturing Maduro and Buying Greenland – all in a day’s work! Markets off to a great start – plenty of January to go… Venezuela oil – untapped opportunity – BUT let’s take a closer look. And our Guest – Todd Tresidder – Founder of FinancialMentor.com NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood,...
Jan 11, 2026•1 hr 6 min•Ep. 955
Prospective Perspective – we are looking ahead by looking back. A new year – what may drive returns into 2026. So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025. Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (SPY)...
Jan 04, 2026•1 hr 3 min•Ep. 954
Being disciplined pays off. Markets finishing in a good place – ready for 2026. Fun times ahead with a January warning. Inspired by Market Wizards with our guest, the renowned Jack Schwager. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books . Mr. Schwager is one of the founders of Fund Seeder ( FundSeeder.com ), a platform designed to find undi...
Dec 28, 2025•1 hr•Ep. 953
The walls are coming down – the house of cards exposed. We have economic data – late but we got it. And that concludes the last full week of trading for 2025! And our guest – Robbie Miles, CEO of Live and Let Live NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a freer, more peaceful world. As part of the Live and Let Live community, you’re surrounded by individuals wh...
Dec 21, 2025•1 hr 6 min•Ep. 952
The Fed cuts and keeps markets guessing. Silver hits a record – up 100% this year. Looking at frameworks and fake transparency. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) 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 th...
Dec 14, 2025•1 hr•Ep. 951
Quick flip and pivot – Fed in focus. Stagflation alert – inflation remains sticky. Unemployment – ADP show massive losses in one category. Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkinson, Director of Trading Education at Interactive Brokers. Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative tra...
Dec 07, 2025•50 min•Ep. 950
Tax Relief Boosts Corporate Earnings S&P 500 Financial Performance Analysis Share Buybacks and Market Indices Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices NEW! Download the AI Generated Show Notes (Guest Segment) 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 ...
Nov 30, 2025•50 min•Ep. 949
