The Disciplined Investor

Conflicting Data – but absolute certainty. What was in is out – a rotation at the start of the year. The 10-year Treasury tops 4% - for a moment – looking like a key resistance point. And our guest…Sam Burns of Mill Street Research. Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.  Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research. Mill Street Research: Mill Street Research provides a suite of consistently updated research reports and data for institutional investors covering asset allocation, country allocation, sector, and industry selection, equity factor analysis, and a robust quantitative stock selection process. The firm publishes more t

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

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

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

Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger. Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his

SHAZAAM! – A November to Remember! Powell tries to talk markets down – not happening. Yields and  the USD collapse – good news for risk assets. And a look back at an amazing month …. Info Here. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AMZN), (NKE), (SPY), (GLD), (SLV), (OIL), (DIA)

Recap from the H&C Client Webinar. Q&A as well as a look back and look ahead. What's in Store for 2024? Client Webinar Recap What is Driving Markets Federal Reserve Remains Restrictive Treasury Yields and Mortgage Rates TINA is Gone, TARA is In The Political Climate Both Here and Abroad The Economy - Running Out of Stimulus Looking Forward Potential Rate Cuts for 2024 Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: N/A

Govy shutdown – but who cares anyway? Moody’s does – rating watch to negative. Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year.. Guest – Frank Curzio. Curzio Research Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazine

Rates Dip, Oil Dips, Stocks Hold Banks under pressure again – what is the problem now? Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Market Report   Register for the November 15th, 2024 Webinar   Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their ana

How would you like a big inheritance in the future? An Investment Carol Climbing a wall of worry as Powell tweaks commentary. Earnings season – looks like going to be back to earnings growth – Say goodbye to the earnings recession This episode guest: Steve Sanders - EVP at Interactive Brokers.   Register for the November 15th, 2024 Webinar   Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally. Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutio