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Helderburg joins us on the podcast to talk re-crafting Land Rovers! Founder Paul Potratz tells us about creating the company, a unique ownership experience, TDI diesel engines, and more! Learn more about your ad choices. Visit megaphone.fm/adchoices
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, Benjamin helps shape the company's investment strategy and guides asset management initiatives. Since joining Wellings Capital as an intern in 2015, Benjamin has played an instrumental role in the firm's growth, driving it from $0 to over $215 million in investor equity under management and over $450 million of assets under management. His leadership has helped establish Wellings Capital as a trusted name in the commercial real estate private equity space. Benjamin's real estate career began early—he became a licensed realtor during his junior year of college. He earned his Bachelor's degree in Business Administration from Liberty University and lives in Central Virginia with his wife and son. 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), (TSLA), (GOOG), (BIDU)
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, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn't, and why based on a depth of proven experience. Todd is a financial coach and educator at FinancialMentor.com. He’s the author of five financial planning books including ‘How Much Money Do I Need To Retire?,’ ‘Don’t Hire A Financial Coach,’ and ‘Variable Annuity Pros and Cons.’ You can connect with Todd via his website, Financialmentor.com, Twitter @FinancialMentor, or on Google+. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (SHLD), (RTX), (SPY), (GLD), (XLE)
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), (RTX), (NOC), (SHLD), (GLD)
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 undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities. Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020), Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series. 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), (NVDA), (TOST), (QQQ), (GLD)
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 who share a passion for personal responsibility, non-aggression, and being good humans. Here, we connect, collaborate, and grow together — exchanging ideas, supporting one another, and taking action that aligns with our shared values of peace, freedom, and human flourishing. Whether you're here to learn, contribute, or lead, there's a place for you in this movement. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (SLV), (GLD), (ORCL)
In questa puntata abbiamo analizzato l'accelerazione senza precedenti che sta trasformando il panorama tecnologico e il modo in cui le aziende generano valore,. Il 2026 sarà l'anno in cui i progetti diventeranno realtà tangibili.Abbiamo ospitato tre leader per capire dove si muove il mercato:1. Sara Anselmi (Microsoft): l'AI è ormai un abilitatore per la trasformazione del business, non più solo prompting,. Microsoft sta lavorando per dare alle piattaforme una "super intelligenza" tramite Work IQ, Fabric IQ e Foundry IQ, per contestualizzare i dati di business,. Fondamentale è il lancio di Agent 365, un pannello di controllo che assegna identità agli agenti, garantendo la governance, sicurezza e misurazione del ROI all'interno dei processi core.2. Denis Cassinerio (Acronis): il mercato della sicurezza è guidato dalla NIS2 in Italia, che ha trasformato il dialogo sulla resilienza, sanzionando persino i board che non si adeguano,. Di fronte all'inasprimento degli attacchi (spesso guidati dall'AI), la sicurezza deve evolvere: si passa dal "break and fix" al "predict", e il dialogo si sposta dal tecnico al CFO, dimostrando come la cybersecurity contribuisca all'ottimizzazione finanziaria e alla riduzione del rischio lungo la supply chain.3. Danilo Poccia (AWS): il focus è su costo ed efficienza. AWS sta investendo sui processori Tdi nuova generazione per rendere l'AI più accessibile,. L'innovazione si concentra sull'AI agentica e sulla personalizzazione, con strumenti come Nova Forge che permettono ai clienti di partecipare alla creazione dei modelli, rendendoli più adatti ai dati aziendali,. Il professionista del futuro, in un'era paragonata al Rinascimento, dovrà eccellere in curiosità, versatilità e ownership.Con:Sara Anselmi di Microsoft,Denis Cassinerio di Acronis Danilo Poccia di AWSContattami per moderazioni, speech e consulenze: https://forms.gle/jtcv577NAd6gLWbi8
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 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), (QQQ), (NVDA), (IBM)
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 trading in the city of London during the 1990s. Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders' Insight, Traders' Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL. 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/ eNVESTOLOGY Info – https://envestology.com/ Stocks mentioned in this episode: (BTCUSD), (DIA), (SPY)
En este episodio analizamos todas las novedades del Plan Auto 2030, la nueva hoja de ruta que transformará la automoción en España. Repasamos el lanzamiento del Plan Auto+, las nuevas ayudas directas para la compra de vehículos electrificados —sustituto del MOVES III— con incentivos de hasta 7.000 euros y gestión estatal para evitar retrasos. Además, detallamos el impulso al despliegue masivo de infraestructura de recarga, el refuerzo industrial, los programas de I+D+i, la atracción de inversiones y los nuevos marcos regulatorios que afectarán a las ZBE, la economía circular y el vehículo conectado. También analizamos las ventas de noviembre 2025, que ya superan el millón de unidades matriculadas, un hito que confirma la recuperación del mercado español. En seguridad vial, de la mano de Hyundai, profundizamos en la polémica y el futuro de las balizas V16, con la experiencia de Jorge Coronado, especialista en informática forense y OSINT, miembro de APTAN y formador del CEJ del Ministerio de Justicia. Ya hemos conocido el nuevo EBRO S900 PHEV, el buque insignia de Ebro cargado de tecnología y con más de 140 kilómetros en modo 100% eléctrico. Presentamos la llegada oficial a España del Grupo DR Automobiles junto a sus marcas DR, EVO y Tiger, y comentamos nuestras primeras impresiones del nuevo EBRO S900 PHEV, uno de los híbridos enchufables más esperados del año. Además, repasamos las novedades deportivas de CUPRA, con los nuevos León VZ TCR y León VZ, modelos que llevan el espíritu de la competición a la calle. No faltan las “Curiosidades más curiosas” con Rubén Gómez, ni la nueva sección de TodoRacing, donde analizamos la importancia de la competición en el ADN y la herencia de las marcas. Estrenamos también la sección oficial de AutoScout24 con Alejandro Moya, donde revisamos oportunidades reales del mercado de ocasión, como un Audi A2 1.4 TDI, un Ford B-MAX EcoBoost y el exclusivo Fisker Karma. Un episodio completo, actualizado y cargado de información esencial para los amantes del motor, la actualidad del automóvil y la industria de la movilidad. Participan en el programa: Antonio R. Vaquerizo, Fernando Rivas, Alex Moya, Rubén Gómez, Javier Quilón, Eduardo Bueno (Director de TodoRacing), Mario Sánchez (Loading Cars), Jose Lagunar y Jorge Coronado (informático forense). Escúchanos en: www.podcastmotor.es Twitter: @AutoFmRadio Instagram: autofmradio Twitch: AutoFMPodcast Youtube: @AutoFM Contacto: info@autofm.es
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 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: (NVDA), (DELL), (BTCUSD)
We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) 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), (GLD), (BTCUSD), (MSFT), ($YEN)
First, there's the evolution of raccoon. Next, something called TDI (more commonly known as Trump Derangement Syndrome).See omnystudio.com/listener for privacy information.
Zoning Classifications Rural Technology Development How Many Cows Per Bull? 00:01:05 – Zoning Classifications: K-State and Washburn law professor Roger McEowen starts today's show as he discusses zoning classifications and the impact they can have on people's dreams of living in rural areas. Acreage Anxiety - Zoning Issues That Can Kill Your Rural Dream Roger on AgManager.info 00:12:05 – Rural Technology Development: Keeping the show rolling is Jeff Tucker, executive director of the K-State Technology Development Institute, as he explains what the institute and the Rural Technology Innovation Assistant program are providing to communities and its entrepreneurs. jwtuck@ksu.edu K-State.edu/TDI 00:23:05 – How Many Cows Per Bull?: The Beef Cattle Institute's Brad White, Bob Larson and Dustin Pendell wrap today's show as they consider the ideal number of cows per bull on part of a Cattle Chat episode. BCI Cattle Chat Podcast Bovine Science with BCI Podcast Email BCI at bci@ksu.edu Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu. Agriculture Today is a daily program featuring Kansas State University agricultural specialists and other experts examining ag issues facing Kansas and the nation. It is hosted by Shelby Varner and distributed to radio stations throughout Kansas and as a daily podcast. K‑State Extension is a short name for the Kansas State University Agricultural Experiment Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices statewide. Its headquarters is on the K‑State campus in Manhattan. For more information, visit www.ksre.ksu.edu. K-State Extension is an equal opportunity provider and employer.
The Government is back open – is that a good thing? October's economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis 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 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: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)
Verás podcast, alguno de GH, donde contamos cuáles son las averías graves más frecuentes y cómo evitarlas. Y verás podcast, alguno de GH, en los que te contamos que coches tienen más averías graves. Pero no verás podcast sobre averías graves, frecuentes, cómo evitarlas y que coches las padecen… ¿es que no había ninguno? … ¡Ahora sí! ¡Aquí lo tienes! En este vídeo definitivo de Garaje Hermético, te damos el "poder de la prevención". No solo te desvelamos cuáles son las averías más catastróficas y costosas que puede sufrir tu coche, sino que te explicamos de forma clara por qué ocurren, cómo puedes evitarlas con un mantenimiento adecuado y buenos hábitos, y, lo más importante, te señalamos qué modelos y motores específicos han demostrado ser más propensos a sufrirlas. No se trata de asustar, sino de informar. Conocer los puntos débiles de ciertos diseños te convierte en un propietario más inteligente y te permite ahorrar una fortuna en reparaciones. ¡El mejor mecánico es el que no se necesita! 1. La Caja de Cambios: Analizamos una de las reparaciones más temidas, con costes que pueden superar los 7.000 €. Te explicamos por qué la falta de mantenimiento del aceite de la transmisión es fatal y qué modelos con cajas DSG DQ200 (Grupo VAG), Powershift (Ford) y CVT Jatco (Nissan, Renault) tuvieron una fiabilidad preocupante. 2. La Correa de Distribución: La rotura que puede destrozar tu motor por completo. Hablamos del polémico motor 1.2 PureTech de Stellantis (Peugeot, Citroën, Opel) y su correa bañada en aceite que se degrada, causando averías gravísimas que pueden afectar hasta a los frenos. También mencionamos los problemas iniciales del 1.0 EcoBoost de Ford. Aprende por qué es vital seguir el mantenimiento a rajatabla e incluso adelantarlo. 3. La Rotura de Culata: Un sobrecalentamiento puede llevar a una factura de más de 5.000 €. Te enseñamos a detectar los síntomas, como la emulsión en el tapón del aceite, y repasamos la fama de modelos como los Subaru con motor Bóxer EJ25, el motor "Prince" 1.6 THP de MINI/PSA y la mítica Serie K de Rover. 4. El Filtro de Partículas (DPF): El talón de Aquiles de los diésel modernos, sobre todo si haces mucha ciudad. Una avería de 2.500 € que se puede prevenir. Te explicamos cómo forzar la regeneración y por qué los diésel Skyactiv-D de Mazda y los 2.0 TDi del Grupo Volkswagen (2006-2008) dieron tantos quebraderos de cabeza. 5. El Gripado del Motor: La avería definitiva, con un coste que puede alcanzar los 10.000 €. La causa casi siempre es la misma: falta de aceite. Ponemos el foco en el famoso motor N47 de BMW (118d, 320d) y en el sorprendente consumo de aceite de los motores 2.0 TFSI EA888 del Grupo Volkswagen (Audi A4, VW Golf GTI). 6. Los Inyectores: Una reparación que en los sistemas diésel modernos puede superar los 4.000 €. La calidad del combustible es clave. Recordamos los notorios fallos de los inyectores piezoeléctricos Siemens en los motores 2.0 TDi Inyector-Bomba (BKP) del Grupo Volkswagen, la sensibilidad de los sistemas Delphi en los Ford TDCi y los problemas en algunos 1.5 dCi de Renault. 7. El Turbocompresor: Una pieza esencial para la potencia, cuya avería puede costar más de 3.000 €. Te damos los consejos de oro: usar aceite de calidad y, sobre todo, respetar los tiempos de calentamiento y enfriamiento. Analizamos la infame fama de "rompe-turbos" del motor 1.9 dCi de Renault y los problemas de lubricación en los 1.6 HDi/TDCi de PSA y Ford. 8. El Volante Bimasa: La pieza que absorbe las vibraciones en muchos coches modernos y cuya sustitución, junto al embrague, supera los 1.500 €. Te explicamos cómo una mala conducción (conducir a muy bajas revoluciones) acorta su vida drásticamente. Mencionamos su desgaste habitual en los diésel de alto par como los TDi del Grupo Volkswagen, los TDCi de Ford y los diésel de BMW. Como verás, muchas de estas averías tienen un origen común que se puede controlar: un mantenimiento deficiente y malos hábitos de conducción. Conocer los puntos débiles de tu coche y ser proactivo es la mejor inversión que puedes hacer. No dejes la salud de tu coche al azar. Con la información de este vídeo, tienes el poder de tomar el control, anticiparte a los problemas y evitar que una avería grave te arruine el mes.
The Emperor New Clothes - looks familiar. A closer look at valuations Tariffs under fire - Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) 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: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)
Swiss cheese agreements. Overspending by big tech - could that be their downfall? A rate cut in the dark and AI's Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) 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 (ORCL), AMZN), (MSFT), (DIS), (AMD), (NVDA), (NOK)
It's time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And 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 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/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)
Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another "V" recovery - or fake out? 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 capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California. Follow @howardlindzon 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), (AAPL). (GOOG), (DKNG), (HOOD)
This week on rabble radio, we share a clip from a recent episode of the Courage My Friends series featuring co-executive director of the Migrant Workers Alliance for Change, Karen Cocq, advocacy and media relations coordinator at The Refugee Centre in Montreal, Alina Murad and President of the Canadian Association of Refugee Lawyers, Aisling Bondy. The three join Courage My Friends series host Resh Budhu to discuss Prime Minister Mark Carney's new border security acts, Bill C-2 and its questionable make-over with the recently tabled Bill C-12 and how they effectively rewrite Canada's approach to refugee rights and protections. If passed, what will these acts mean for those seeking asylum—and for Canada as a whole? About our guests and the Courage My Friends series Aisling Bondy is the current president of the Canadian Association of Refugee Lawyers (CARL), a national organization comprised of several hundred lawyers who practice in refugee law. She is the founder of Bondy Immigration Law and is a member of the Refugee Lawyers' Association, the Canadian Association of Refugee Lawyers, the Canadian Immigration Lawyers Association, the Ontario Bar Association and the Canadian Bar Association. Karen Cocq is co-executive director of the Migrant Workers Alliance for Change (MWAC), a membership-based organization of migrants. MWAC is the secretariat of the cross-country Migrant Rights Network, the largest coalition of migrant led organizations in Canada. She has been active in migrant justice and workers' rights organizing for 20 years. Alina Murad is the advocacy and media relations coordinator at The Refugee Centre in Montreal. She leads policy research and advocacy initiatives addressing systemic barriers faced by refugees and asylum seekers in Canada. Follow them on Instagram @therefugeecentre and @pointofentrypodcast. Listen to the full episode here. And, if you'd like to hear more from the Courage My Friends podcast series, please subscribe to Needs No Introduction. Available on rabble.ca, Apple Podcasts, and Spotify. The Courage My Friends podcast is a co-production between rabble.ca and the Tommy Douglas Institute at George Brown College. Produced by Resh Budhu of the Tommy Douglas Institute, Breanne Doyle of rabble.ca and the TDI planning committee: Chandra Budhu and Ashley Booth. For more information about the Tommy Douglas Institute and this series, visit georgebrown.ca/TommyDouglasInstitute. If you like the show please consider subscribing on Apple Podcasts, Spotify, YouTube or wherever you find your podcasts. And please, rate, review, share rabble radio with your friends — it takes two seconds to support independent media like rabble. Follow us on social media across channels @rabbleca.
The government is shutdown – How long this time? The Bubble - how much longer can it last? The healthcare sector gets a needed boost…. Guest: Tom Nelson, Franklin Templeton Funds 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 Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Follow @andrewhorowitz Stocks Mentioned in the Episode: (AMZN), (NFLX), (PLTR)
October – will history repeat? New tariffs announced - again. Thinking about 401k plans - innovation or exploitation? And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair. A leading expert on the international monetary system and global finance, his research covers the history of global financial crises, the international monetary system, economic history, and the causes and consequences of populism. Dr. Eichengreen holds fellowships from several institutions, including the National Bureau of Economic Research and the American Academy of Arts and Sciences, and has previously served as a Senior Policy Advisor at the International Monetary Fund (IMF). 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/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BTCUSD), (ORCL), (OKLO), (QQQ)
Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkenson, Director of Trading Education at Interactive Brokers. Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s. Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders' Insight, Traders' Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL. 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/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (CRCL), (KSS), (FIOG), (WMT), ROST), (NVDA), (TSLA)
The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso 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, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession. Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space. 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/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (/BTC), (/ETH), (TSLA), (OKLO)
The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso 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, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting profession. Patrick is the host of The Financial Frontier podcast, where he explores the latest trends in crypto, tax, and finance. He also runs the Digital Asset Digest, a newsletter delivering insights on blockchain, digital assets, and tax compliance. Patrick is also the author of Navigating the NFT Sales Tax Maze, Wayfair 2.0 for Web 3.0, an essential resource for navigating sales tax in the digital asset space. 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/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (/BTC), (/ETH), (TSLA), (OKLO)
¿Mercedes usando motores BMW? ¡Sacrilegio!, ¡Traición! Pero… ¿y si os dijera que esta "traición" no es la primera vez que la hace Mercedes? ¿Y si os dijera que es una de las prácticas más antiguas en el mundo del motor? Como de costumbre, mi objetivo es sorprenderos. Hoy en Garaje Hermético vamos a descubrir alianzas impensables y coches legendarios o casi cuyo “corazón” es prestado… La noticia ha corrido como la pólvora: Mercedes-Benz podría empezar a usar motores de cuatro cilindros de BMW a partir de 2027. Antes de que los más puristas os se vayáis a las puertas de Stuttgart a manifestaros, ,hay que entender el por qué. Desarrollar un motor desde cero es una de las inversiones más costosas a las que se enfrenta un fabricante. Hablamos de cientos, a veces miles de millones de euros en investigación, desarrollo, pruebas, utillaje para las fábricas y, sobre todo, en superar las cada vez más estrictas normativas anticontaminación. En un mundo que supuestamente va hacia lo eléctrico, invertir una fortuna en un nuevo motor de combustión que tiene fecha de caducidad es una apuesta muy arriesgada. Por eso, las sinergias, las colaboraciones y las alianzas estratégicas están a la orden del día. A veces es por pura supervivencia, otras por acceder a una tecnología que no se posee, y en ocasiones, simplemente, porque otra marca ya ha fabricado el motor perfecto que necesitas. Mercedes-BMW (2027). El rumor que ha desatado este guion apunta a un futuro muy cercano. A partir de 2027, se espera que Mercedes utilice motores de cuatro cilindros de origen BMW. Mercedes-Renault (2012). Esta colaboración es el ejemplo perfecto de la estrategia moderna. Con la llegada de la tercera generación del Clase A (W176), Mercedes necesitaba un motor diésel pequeño y muy eficiente. Mitsubishi Lancer TDi (2007). Si te hablo de Lancer enseguida tu mente se va a los Rallyes… pero Mitsubishi necesitaba un motor diésel de 2 litros para ser competitiva en Europa con su nueva generación del Lancer. Y en lugar de desarrollar uno propio, recurrió al proveedor por excelencia de la época: Volkswagen. Chrysler Sebring-VW (2007). A mediados de los 2000, el mercado europeo demandaba berlinas diésel. Chrysler, que por entonces formaba parte de DaimlerChrysler, no tenía un motor de gasóleo competitivo de 2 litros. La solución fue fácil y directa: comprarle a Volkswagen su archiconocido motor 2.0 TDi de 140 CV. Lotus-Toyota (2004). Lotus es la quintaesencia del chasis perfecto y la ligereza, pero la fiabilidad no siempre fue su fuerte y nunca fabricó motores. Con la llegada del Elise 111R, la marca británica tomó una de sus mejores decisiones: usar el motor 2ZZ-GE de Toyota. Lamborghini Gallardo-Audi (2003). Un Audi R8 vestido de gala. Aquí entramos en sinergias de grupo, pero no deja de ser chocante para los más puristas. Koenigsegg CC8S-Ford (2002). La exclusiva marca sueca recurrió a un V8 muy "plebeyo" de Ford. Mercedes Vito VR6 (1996). Esta es una de esas colaboraciones que rompen todos los esquemas. A mediados de los 90, Mercedes necesitaba un motor de gasolina potente y refinado para el tope de gama de su nueva furgoneta, la Vito 280 de la serie W638. Aston Martin DB7 “by Jaguar” (1994). El Aston Martin DB7 salvó a la marca de la quiebra en los 90. Era precioso, elegante... y un puzle de piezas de otras marcas. Su plataforma derivaba del Jaguar XJS y su motor de seis cilindros en línea era una evolución de un bloque de Jaguar, convenientemente sobrealimentado por un compresor. McLaren-BMW F1 (1992). Para muchos, el mejor superdeportivo de todos los tiempos. Pero Gordon Murray no tenía motor. Llamó a la puerta de Honda y no le “abrieron”. ¿La solución? Acudió a BMW M y el resultado fue el legendario S70/2, un V12 de 6.1 litros y 627 CV que es una obra de arte de la ingeniería. Mercedes 500 E "Made by Porsche" (1990). E incluido este coche para mostraros que los chicos de Mercedes son muy “promiscuos”. A principios de los 90, Mercedes quería competir con el BMW M5. Tenían el motor V8 perfecto, pero no cabía en la línea de montaje de su berlina, el W124. ¿A quién le pides ayuda cuando tienes un problema de ingeniería en Stuttgart? ¡Pues a tu vecino, Porsche!
Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets. Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign. Check Out EuroPacific Capital Follow @andrewhorowitz Check this out and find out more at: http://www.interactivebrokers.com/ Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode:(MSFT), (ORCL), (AMZN), (GLD), (NEM)
TDI's Fraud Unit has a team of investigators that look into reports of insurance fraud to build cases they can send county district attorneys for prosecution and potential punishment. What kind of training do insurance fraud investigators have? The investigators are licensed peace officers and most of them previously worked in other law enforcement roles. They learned to gather facts, interview people, and present information. Once they're at TDI, the investigators take continuing education classes and practice exercises and scenarios. Do the investigators offer insurance fraud training? Yes, the Fraud Unit has a Texas Commission on Law Enforcement (TCOLE) certification to teach others. They create 4 to 6-hour classes about spotting insurance fraud and collecting information to build cases. Who reports insurance fraud? Anyone can report insurance fraud online or by calling the Help Line at 800-252-3439. Consumers, insurance companies and health plans are common sources of fraud reports. How does a report turn into a fraud investigation and eventually a court case? The Fraud Unit looks at a report, sends it to a supervisor, and the supervisor will assign it to an investigator. The investigator looks at the information to decide what else they need to collect. They look through financial records and interview victims and suspects to collect evidence. Once the investigator has collected enough information, they'll hand off the case to a supervisor and eventually to a district attorney in the county where the crime took place. What are the most common types of insurance fraud? So far in 2025, the Fraud Unit has received 22,000 reports of suspected insurance fraud. Of those, 55% are for auto insurance fraud, 20% for homeowners insurance fraud, and 6% for health insurance fraud.Learn about reporting fraud Insurance fraud could happen to you Insurance fraud guide
durée : 00:04:21 - Le Reportage de la rédaction - Elles s'appellent Zelliana et Émilie mais en réalité elles ont plusieurs visages. Parfois, c'est un enfant qui habite leur corps et leur cerveau, parfois, c'est un garçon, parfois, juste une toute autre femme. Toutes deux souffrent de TDI, trouble dissociatif de l'identité et elles se racontent.
We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values - are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. Agentic AI - something to look into... 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 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:(EBAY), (IBM), (DELL), (CRM), (CRCL), (NFLX), (BA), (NVDA), (AMD)
Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money. She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada. Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America's wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors. Check this out and find out more at: http://www.interactivebrokers.com/ Stocks discussed in this episode - (NVDA), (GOOG), (SPY), (QQQ)
Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016. Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee. In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices. Check out Left Brain Investment Research Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)
Home country bias - not benefiting you this year. CPI inflation - not as bad on the top line - under the surface more to look at. Global Momentum fund review - and new Exchange ETF opportunities for tax benefits. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) 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: (GLD), (SPY), (QQQ), (IWM)
The Bend and Snap – a one day sell-off is all it takes Services PMI is just about the contraction zone Economic reports softening – markets begging for a rate cut This episode's guest: our good friend , author and former banker Satyajit Das – all the way from down under NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) 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 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), (TLT), (AMD), (AAPL), (NVDA)
F1 Racing and the markets. Earnings, economics and the Fed. The casino - zero date options. Thomas Thornton, Hedge Fund Telemetry is this week's guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Stay Updated 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 Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)
The first time in history this is happening in India What is Jim Buying? A restraint of trade and why commodity prices are cheap Looking to learn from one of the greats – GOAT! This episode's guest: Jim Rogers - The Investment Biker NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron's, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide. He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University. After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS's 'The Dreyfus Roundtable' and FNN's 'The Profit Motive with Jim Rogers'. In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. As a private investor, he constantly analyzed the countries through which he traveled for investment ideas. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. Jim also embarked on a Millennium Adventure in 1999. He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record. Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip. 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: (SLV), (GLD), (CMG), (DOW), (KSS), (KOSS), (DHI), (SHW)
Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course! Tariff Fever – Markets don't really care. Bitcoin on the move and we will discuss with our guest - Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) 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: (CRPT), (GNRC), (SPY)
The OBBBA is signed into law. Letters are going out with a new deadline. Coming up on earnings season – JPM reporting on the 15th – next week. And our guest – Larry McMillan – The Options Strategist. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and contributes to his firm's publications: Daily Volume Alerts, The Option Strategist and The Daily Strategist – derivative products newsletters covering equity, index, and futures options. Finally, he speaks on option strategies at many seminars and colloquia in the United States, Canada, and Europe. He is often seen on CNBC and Bloomberg TV and is quoted in publications such as The Wall Street Journal, Barron's, Technical Analysis of Stocks and Commodities, Data Broadcasting's “Exchange” magazine, Futures Magazine, theStreet.com, Active Trader Magazine and many others. In 2011, Mr. McMillan received the prestigious Sullivan Award in recognition on behalf of his outstanding contributions to the growth and integrity of the U.S. options markets. Follow @optstrategist CHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDI 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), (NVDA), (JPM), (NVDY), (MSTY)
As Netanyahu courts Trump with peace prizes and platitudes, divisions over Israel in the MAGA media space are deepening. Contributors: Laura Albast – Fellow, Institute for Palestine Studies Mitchell Plitnick – Author, Except for Palestine Mouin Rabbani – Co-editor, Jadaliyya Jude Russo – Managing editor, The American Conservative On our radar: Since the US-Israeli GHF took over the distribution of aid, more than 800 Palestinians have been killed while attempting to collect it. New reporting uncovers the foundation's links to plans for Gaza's ethnic cleansing. Meenakshi Ravi reports. Georgia under fire: The crackdown on protests and the press Mass protests, a tightening grip on media and a creeping authoritarianism; eight months on, the struggle over Georgia's democracy is intensifying. Elettra Scrivo reports from Tbilisi on the mounting crackdown on journalists and independent voices. Featuring: Irakli Rukhadze – Owner, Imedi TV Nestan Tsetkhladze – Editor, Netgazeti Nino Zautashvili – Former host, Real Space
Jobs Job Jobs - not too hot, not too cold. VIX – under 17 – a contra-signal? The KRI (Key) seems to thing so – overbought at a +5 Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES 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. 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 - (ABNB), (UBER), (AAPL), (SMR), (OKLO), (CEG), (TSLA), (AMZN), (WMT)
PCE – The Fed's preferred inflation metric… The VIX – pricing in smooth sailing - how to hedge... And commodities – The one most interesting trade right now is...? Commodities on the move - 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 market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and "Futures" aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country. Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader's First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy Check this out and find out more at: http://www.interactivebrokers.com/ Stocks mentioned in this episode: (SPY), (UVXY), (VXX) Chart mentioned in this episode:
The Presidential Cycle and the sectors that may benefit. Taking a look at the Longevity Paradox Tariffs and Inflation - is it all a hoax? 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 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 Charts Discussed: Chart 1 Chart 2 Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (TSLA) Follow @andrewhorowitz
AI is coming to finance with some major Shifts to the investment landscape Sumo Politics in full force. We got a China deal, or did we? Seeking out innovation with our guest, Steven Sanders - EVP, Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) 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: (PLTR), (SPY), GLD), (TOST), (IWM)
How to invest, research and do it with skin in the game. Is the USD vulnerable? You may be surprised by the answer. How to identify under-the-radar opportunities. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. 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 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: (PROP), (NFLX), (PLTR), (CRWV)
The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month – equities ripped higher. Guest: Barry Ritholtz, Ritholtz Wealth Management, Host - Masters In Business and Author. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country's fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times' top 300 firms, RWM manages over $5 billion for 3,900 families. Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000's, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors. Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism. How Not To Invest - The ideas, numbers, and behaviors that destroy wealth - and how to avoid them Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY) Follow @andrewhorowitz
The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. Guest: Tom Nelson, Franklin Templeton Funds 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 Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (GLD), (NKE), (TGT), (HD), (LOW) Follow @andrewhorowitz
Consistency pays and it should be a basic discipline. Let's talk about process and the plan. Deals and congressional actions are front and center. And our guest – Ed Easterling 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 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: (AAPL), (HALO), (OKLO), (SMR)