The Disciplined Investor Podcast By cover art

The Disciplined Investor Podcast

By: Andrew Horowitz and guests - Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith McCullough TDI
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  • Summary

  • The Disciplined Investor Podcast
    2022+
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Episodes
  • TDI Podcast: Retirement Secrets/Mistakes (#865)

    TDI Podcast: Retirement Secrets/Mistakes (#865)
    Apr 21 2024
    Herky-Jerky market action continues. Powell puts down the gavel. Tariffs enter the picture again And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing. Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients. I’m also promoting my 2nd book, Retirement Money Secrets. Steve was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of a very few investment book authors who have directly managed other people's money. 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: (NFLX)
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    1 hr and 4 mins
  • TDI Podcast: Robbie’s Matrix (#864)

    TDI Podcast: Robbie’s Matrix (#864)
    Apr 14 2024
    What commodities look attractive here and why? Inflation CPI reports - just not looking good Major banks kick off earnings season.. Guest: Robbie Miles, CFA - Allianz Global Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis. Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder. 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: (OIL), (DBC), (AAPL), (C), (JPM)
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    52 mins
  • TDI Podcast: Olive Pits (#863)

    TDI Podcast: Olive Pits (#863)
    Apr 6 2024
    Gold hitting new highs – and oil is on the rise Easy policy over in Japan While China is stimulating Big employment report moves markets Guest David Gaffen – Editor at Reuters. 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 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: (DIS), (SBUX), (BA), (AMC), (GME), (TSLA), (MSFT) Follow @andrewhorowitz
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    53 mins
Leadership Economics Personal Finance Politics & Government
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