The Disciplined Investor

The Meme rush continues this week  – DodgeCoin to the moon – and back already. Economic conditions gaining momentum, but oddly – Bond yields are backing up. Inflation may not be as transitory as we think - time to take a hard look at your portfolio. Dominic Wells – Founder and CEO of OnFolio.co explains the benefits of investing in online companies and how to profit from them. Guest, Dominic Wells is an industry thought leader, international speaker, and 7-figure portfolio business owner, Dom has been buying and growing online businesses since 2014. He has been featured in Entrepreneur, Mixergy, and countless other publications and podcasts. Dom is the founder and CEO of OnFlolio -  https://onfolio.co/ OnFolio acquires and manages a diversified portfolio of online businesses across a broad range of verticals, each with a niche content focus. Vetting online businesses is second nature for us. We buy businesses that balance consistency, safety, and opportunity for growth, so then our expert team can fix what isn’t working, and accelerate what is. In doing this, we have continued to grow steadily. Follow @TeamOnFolio With diversified holdings and years of experience, OnFolio is able to remove most of the risk normally associated with online business investing. We focus on acquiring established and profitable businesses we can leverage with our sales and marketing expertise. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. (Rates subject to change.) Learn More at http://www.ibkr.com/compare 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (BTCUSD), (QQQ), (TLT), (SPY)

Massive money flows into equity funds, but volume this week – lowest days of the year. And, we are talking about financial goals and milestones. You want financial independence but confused where to start? We got you covered in this week's episode. Take the Bond Challenge by using the free Interactive Brokers Bond Search Tool Learn More at http://www.ibkr.com/bonds CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (SPY), (TLT)

Learn from the best in the biz. This week's guest, Jack Schwager gives us a peek into the world and habits of the most successful traders. Plenty to like in the markets as the the world is slowly reopening and the economic backdrop is strengthening. But there are some warnings signs emerging. Looking at the blowout employment report and what that could mean for interest rates and markets. Plus: What to do with that misplaced FOMO? We get into it... 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. Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. 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/

Friday was best final hour surge for the markets in months and months. Yields take a breather as end of quarter rotation benefits fixed income. It is a celebration of our 14 year anniversary show – our good friend; Vitaly Katsenelson and bringing back the first guest we ever had on the show. 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 Plus, a surprise visit from the first-ever guest on The Disciplined Investor Podcast, Mr. Brian Freeman. Brian is now retired after almost 50 years of broadcasting experience across various states and networks around the country. In this episode, we catch up with him to see how media has evolved over the years and his thoughts on being the first guest for this legendary podcast.   Follow @andrewhorowitz Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/SYEP

We have spiking rates, inflation Fears and volatile markets - Not the market for the weak handed. Guest today- John Bartleman– President of Tradestation, discussing new crypto initiatives and new models for brokerage and trading. Plus - a dive into the reasons why rates are trending higher and what may be the next leg for this move. John Bartleman serves as President of TradeStation Group, Inc. and is a member of its Board of Directors. Prior to those roles Mr. Bartleman served as Vice President of Brokerage Operations and Chief Growth Officer of TradeStation Group and Vice President of Product Management of TradeStation Securities. Prior to joining TradeStation, Mr. Bartleman was a Research Systems Analyst for Franklin Templeton Investments. Mr. Bartleman received his bachelor's degree in International Relations and Political Science from Florida International University and a master’s degree in Business Administration from Nova Southeastern University in Fort Lauderdale, Florida. Check out Tradestation Follow @tradestation 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/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (BTCUSD), (ETHUSD), (USDC)

Massive bounce for markets – DJIA and Small-Caps rip higher.  Correlations high for key rates and equities. Its official – another $1.9 trillion stimulus has been signed into law – more on the way it seems. Talking about farmland investing with our guest, Farm Together with Artem Millinchuk, Founder and CEO of Farmtogether. PLUS - learning about averaging down during extreme volatility. Artem Millinchuk has over 11 years of finance experience in food, agriculture, and farmland. Prior to founding FarmTogether, Artem was employee #1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for? buying and selling? produce. He previously worked at Ontario Teachers' Pension Plan, Sprott Resource Holdings, E&Y and PwC. More on FarmTogether Artem holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Follow @FarmTogetherhq Follow @andrewhorowitz Savvy investors use PortfolioAnalyst to create a consolidated view of their finances and check the health of their complete financial portfolio.Sign Up for Free at PortfolioAnalyst.com CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (ARKK), (TSLA), (QQQ), (IWM), (DIA), (DXY), (TLT)

And just like that – things change – or do they? Hearing a loud crunching sound as high beta stocks are put through the grinder. Gut check time as key rates continue to move higher. We are in the midst of tax season and there are plenty of questions to get answered with out guest, tax expert and noted author - Dan Pilla, CPA. Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved. As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year.   Visit Dan's Website Follow @danieljpilla Follow @andrewhorowitz Interactive Brokers’ Mutual Funds Marketplace provides low-cost access to more than 40,000 mutual funds, including 36,000 no-load funds and 8,300 no transaction fee funds. Learn More at http://www.ibkr.com/funds OurCrowd’s investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Today, you can join OurCrowd’s Investment in Nexa3D, a 3D manufacturing innovator that’s shaping the future of a projected one-hundred-and-fifty-billion-dollar market. Check it out at http://www.ourcrowd.com/tdi Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (ARKK), (TSLA), (QQQ), (IWM)

Markets Do a double take as rates spike on inflation fears The MOMO stocks take a beating, the Meme Stocks take off – then fizzle. Guest – Dr. Stephen Leeb – Author of China’s Rise And The New Age Of Gold Stephen Leeb (www.stephenleeb.com) is the author of China’s Rise And The New Age Of Gold: How Investors Can Profit From a Changing World and editor of the award-winning publication, The Complete Investor. The author of eight previous books, Leeb is known for his prescience in uncovering overlooked trends and explaining what they mean for investors, often going against conventional wisdom. He predicted the bull market that started in the 1980s in his book Getting in on the Ground Floor; foresaw the tech stock crash in Defying the Market: Profiting in the Turbulent Post-Technology Market Boom; and forecasted the 2008 subprime mortgage crisis in his New York Times bestseller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel, co-authored with Glen Strathy. Leeb is a graduate of the University of Pennsylvania’s Wharton School of Business and holds a Ph.D in psychology and master’s in mathematics from the University of Illinois. He’s a frequent guest on national financial shows and a speaker at major conferences. Follow @dr_leeb Follow @andrewhorowitz Interactive Brokers’ Stock Yield Enhancement Program lets you earn extra income on fully-paid shares of stock in your brokerage account. Learn More at http://www.ibkr.com/SYEP Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (GLD), (SLV) , (BTCUSD), (AKRK)

Muddy Waters Research founder Carson Block  is our guest. We dive into the history of some of the greatest frauds in years and how he helped to uncover many of these. China is in the spotlight Carson explains the fascinating rise and fall of Orient Paper and Sino-Forest. But the real deal we discuss is how passive investing may be creating a ticking time bomb. The math of how passive investing (ETFs) lever markets and price. We also talk about the benefit of short-selling and how there is still a place for Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Mr. Block is also the founder of Zer0es TV (www.zer0es.tv), an online channel dedicated to short selling related video content. Bloomberg Markets Magazine named Mr. Block as one of the “50 Most Influential in Global Finance” in 2011. The following year, Muddy Waters received the prestigious Boldness in Business Award from the Financial Times. In September 2015, Mr. Block was featured in the book, The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions, by former Bloomberg writer Richard Teitelbaum. He is also featured in the 2018 documentary The China Hustle. Muddy Waters gained fame in 2011 following the publication of its research on Sino-Forest Corp., which exposed the company as a massive fraud. Activist campaigns conducted by Muddy Waters have led to numerous financial restatements by companies, eight de-listings, over $100 million in restitution paid to investors, and over $50 million paid to regulators. Mr. Block appears frequently as a commentator on Bloomberg Television, CNBC and the BBC. He has written op-eds in the Wall Street Journal, Financial Times, and New York Times on various topics related to improving corporate governance and market transparency. Prior to forming Muddy Waters, Mr. Block was an entrepreneur in China and worked as a lawyer in the Shanghai office of the U.S. law firm Jones Day. In 2007, he co-authored Doing Business in China for Dummies, a primer on doing business in China. He holds a B.S. in business from the University of Southern California and a J.D. from the Chicago-Kent College of Law, where he has also served as an adjunct professor. Follow @muddywatersre Follow @andrewhorowitz Financial Advisors - Looking to switch custodians? Check out Interactive Brokers! Learn More at http://www.ibkr.com/ria OurCrowd’s investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Today, you can join OurCrowd’s investment in Future Family — Future Family is a category-leading platform combining fintech and digital health to provide affordable, personalized fertility care. Check it out at http://ww...

The greatest casino in the world! Stock making all sorts of moves – pops and drops, so what to trim and why to trim. Bitcoin hits record, Stocks hit a record, and I feel like a broken record... Debunking some of the well known market narratives, in other words; correlation does not imply causation. It is official, TDI - the longest running financial/investing podcast in history! And listener questions… Follow @andrewhorowitz Savvy investors use PortfolioAnalyst to create a consolidated view of their finances and check the health of their complete financial portfolio.Sign Up for Free at PortfolioAnalyst.com CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (QS), (HTZ), (XLE)

Meme stocks deflated, while markets turn higher to start the month Tech stocks continue to post impressive earnings this quarter. $1.9 trillion stimulus looks promising and our guest is Anthony "POMP" Pompliano - talking digital assets and the future of finance. Anthony Pompliano is an American entrepreneur and technology investor. Most people simply call him “Pomp” though. He and his partners allocate capital across digital asset classes on behalf of institutional clients, including public pensions, university endowments, private foundations, and large family offices. Check out The Pomp Podcast Here Additionally, he hosts the popular podcast “The Pomp Podcast” and writes a daily letter that goes by the same name. His interests lie at the intersection of finance, technology, entrepreneurship, and economics, which he tweets about extensively. Follow @APompliano Follow @andrewhorowitz Are you looking for ways to earn extra income? Learn More at ibkr.com/SYEP Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (BTCUSD), (TSLA), (SQ), (PYPL), (EBAY), (APPS), (SLV), (GLD), (AMZN), (MSFT), (MSTR)

Wrecking the house – message boards calling for social justice and financial equity for all! Markets take a hit as a crowd driven squeeze causes mayhem. No bubbles here say Powell! And our Guest – Ross Gerber, CEO of Gerber Kawasaki– breaking down the Gamestop (GME) move and providing insights on EV trends as well as Bitcoin. 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. Follow @andrewhorowitz Find Out More at https://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change. OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Today, you can join OurCrowd’s investment in NanoLock Security — A company offering IoT cyber protection including billions of low-end devices that other technologies cannot protect. Check it out at https://www.ourcrowd.com/tdi Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TSLA), (GME), (BB), (AAPL), (WKHS), (NKLA), (BLNK), (AMC), (FSK)

Face ripping short squeezes, IPO madness and SPAC-Taculars. Yellen is all in on debt financed stimulus and that made for a nice week for equities. Plus our guest for this episode, Steve Sanders, EVP of Interactive Brokers. Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers Group, Inc. His primary role is to market Interactive Brokers’ technology to the world. After having spent fifteen years at Citibank in such diverse functions as credit & risk management, marketing, financial planning, and product structuring, Steve joined Interactive Brokers in 2001. Steve earned an MBA in Finance from the University of Chicago and a BS in Accounting and Computer Science from SUNY Albany. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change. OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Today, you can join OurCrowd’s investment in Future Family — Future Family is a category-leading platform combining fintech and digital health to provide affordable, personalized fertility care. Check it out at http://www.ourcrowd.com/tdi Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TLRY), (GME), (KODK),, (HTZ), (IBM), (INTC), (GLD), (BTCUSD)

Another $1.9 Trillion Stimulus deal in the works - will it ever end? Major markets slipped for the week as employment concerns are slipping back toward the million/week mark. And earnings season begins - banks disappoint. Plus - a look at what happens with overconfidence. Follow @andrewhorowitz Find Out More at http://www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TSLA), (BAC), (JPM), (WFC), (GLD), (TIPS)

10-year above 1% - Is this a big deal? The employment situation weakens and the Dems take the 2 Georgia seats – what does that actually mean? Why do we look to purposely scare ourselves out of markets with a long list of unsettling items?? You have to listen - some may be on your list. And, a couple of listener questions! Follow @andrewhorowitz Check out - www.ibkr.com/compareInteractive Brokers. Interactive Brokers charges USD margin loan rates from 0.75% to 1.59%. Rates subject to change. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - http://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TSLA), (SPY), (BTCUSD), (TAN), (BIDU), (BABA)