The Disciplined Investor

Matt Smith of ClipperData is out guest on this week's episode. A really informative discussion on the energy complex. Markets Starting to Get worried - Bonds kick into high gear and more bad news on the Coronavirus. Plenty of interesting topics to tackle this week. Matt Smith is a Director of Commodity Research at ClipperData. Matt specializes in extracting key themes from technical and fundamental analysis of the global energy market, and communicating these through daily and weekly deliverables. He also provides oil and natural gas analysis and commentary to national and international media outlets that include CNBC, Fox Business, Russia 24, the Wall Street Journal, MarketWatch, AFP, Bloomberg, Reuters, and the Oil Daily. Prior to joining ClipperData, he worked for eight years at Schneider Electric / Summit Energy as a Global Commodity Analyst, where he also founded and authored the blog, Energy Burrito. He started his career at the Royal Bank of Canada in the UK, spending eight years with the bank. During that time, he managed $55 million in assets as a portfolio manager and financial analyst. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (USO), (TLT), (SPY), (QQQ)

New proposal floated to incentivize stock purchases and stocks rally because – well, stocks rally! Consumer debt hits all-time high - we are now living in the upside down. A sneak peak at a special announcement. Plus listener questions - one specific to the idea of "holding on too long - no trading plan".   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (X), (@CL), (ASHR), (XOP), (FCX)

What happens when an economy grinds to a halt like we are seeing with China? We explore a great Barron's Roundtable interview with Mohamed El-Erian from this weekend. There are some great insights within this discussion. Plus listener questions - one specific to the idea of "price discovery".   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (GLD), (@CL), (BURBY), (ASHR), (XOP)

The potential for a global pandemic is creating quite a stir with markets. We dig down into some strategies and past events that had similar characteristics. We were destined for a correction, but is this the catalyst that will remove some of the froth that has built up? Plus a listener question about the REPO markets.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (LK), (AMZN), (GLD), (FXI), (ASHR)

Clare Flynn Levy, CEO of Essentia Analytics explains best practices for achieving alpha. We explore indexing, passive and active investing. Habits - especially bad ones can be changed as long as we have prompts and knowledge of our investing process. We also cover markets, news and updates on the week. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately 'went native' into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare's vision for Essentia is based on years of being the customer, followed by years of listening to the customer. About Essentia Analytics Essentia Analytics is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making. Essentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors. In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made. Smarter, more focused, more efficient, better. Follow @cflynnlevy Follow @andrewhorowitz More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (AAPL)

Noland Langford, founder of Left Brain Research is our guest this week. We get right into questions about conflict of interest and then move on to the topic of fundamental analysis. This episode starts with a quick recap of the week as well as a look at the newly signed trade deal. Plenty of great nuggets and insights during this lively discussion. 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 eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (ROKU), (MS), (AAPL), (C), (GS)

Earnings Season is right around the corner and we are looking to see if expectations will meet reality. The unstoppable stock market keeps on rallying even as tensions in the Middle East continue to simmer. At the same time, we are waiting for the Phase 1 Trade Deal to be signed this coming week. PLUS - we are digging into Buffer strategies with our guest from Innovator ETFs - Trevor Terrell. Trevor Terrell joined Innovator Capital Management in 2017 and is head of sales, responsible for distribution and marketing efforts across the institutional, national wirehouse, registered investment advisor and regional & independent broker dealer channels. Prior to joining Innovator, he was SVP – head of sales at Elkhorn Investments and spent time in several sales positions at Invesco PowerShares. Trevor holds a bachelor’s degree from Taylor University and also maintains the series 24, 7, 66 and 63 FINRA licenses. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (JPM), (MJ), (C), (EFC), (OZK), (EEM), (TLT), (BAC), (GS)

Out with the old, in with the new. The data does not seem to matter - what (if anything) will change that? A deep dive into the highlights of 2019. QuantaFundaTechna - what type of analysis technique to use when MOMO takes over. Plus a look at the PEG ratio, multiple expansion and charting.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (EEM), (EAFE), (GLD), (USD), (AMD), (M)

Back from a cruise to nowhere and the Santa Rally is alive and well. 2019 -  the upside down of 2018 and thoughts on 2020. Investing has become easier and harder along the way. Exploring the changes over time.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (AAPL), (EEM), (GLD), (USD)

Markets Rising into the end of the year and investors sloughing off Impeachment. Fed on Hold – through 2020? Tax Changes for retirement plans coming… Plus – a quick discussion of market moving resolutions and some thoughts on how to plan to succeed.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: N/A

CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips. At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time. Adam Spiegel, CPA, is a principal in the Tax and Accounting Department at MBAF, and the Managing Principal of the Fort Lauderdale office at MBAF. Since 1993, Adam has been involved in all aspects of accounting services and accounting systems for closely-held businesses and individuals ranging in size from start-ups to $1 billion. He focuses on providing a diverse blend of financial analysis and tax planning services. Adam’s expertise focuses on accounting and tax planning for professional service providers such as physicians, attorneys, architects, engineers, advertising, and public relations. His experience also includes working with franchises, hotels, and real estate developers and owners, both commercial and residential. Adam also focuses on providing financial and tax planning advice to high net-worth individuals by helping them minimize taxes and build their net worth to transfer from one generation to another. Adam has extensive knowledge of accounting systems and helps his clients implement efficiencies using automation techniques. Adam began his career at MBAF in 1993 and has contributed to the growth of the firm through his dedication to exceptional value-added service. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: N/A

Yes, it is QE4. We lay out the reasons for the market rally as well as why we are seeing the continuation of a move higher. An update of economics as well as insights on the status of the trade deal. Plus – listener questions answered. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks mentioned in this episode: (SPY), (VIX), (DIS), (CARA)

Meb Faber is our guest for this week’s show. We get to know Meb a bit better and discuss topics ranging from home country bias, valuations, benchmarks to his current market outlook. We start this episode with a quick look at the week that was and what to expect for the holiday shortened week ahead. Plus, we find out what would be the best fit superhero name for Meb. A really great episode! Meb 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. Follow @MebFaber Link to watch Andrew on – Investor Business Daily’s Podcast Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run Down Webinar Registration Stocks mentioned in this episode: (SPY), (HD), (KSS), (LOW)

Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity. We take a look at why this matters as an analysis tool and how it is being applied. Plus, an update on the trade war, markets and the economics that matter. Environmental, Social and Governance (ESG) Robbie Miles, CFA is an ESG analyst with Allianz Global Investors, which he joined in London in 2014. In 2017, Robbie moved to the San Francisco to facilitate the integration of ESG in the US. He has analytical responsibilities on the ESG Research team for the tech, utilities and industrials sectors, with a particular focus on clean technologies. Robbie is responsible for AllianzGI’s corporate governance and stewardship activity in the US. He is also developing and helping to manage thematic funds. He has eight years of sustainable finance experience. Robbie is a CFA charterholder, qualified as a chartered accountant with PwC and holds a BA in Environment and Business from the University of Leeds. CNN Fear/Greed Index Link to watch Andrew on – Investor Business Daily’s Podcast Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run Down Webinar Registration Stocks mentioned in this episode: (BAYRY), (TSLA), (FB)

Frank Curzio is back and he has plenty of ideas to share. In particular, one popular stock that he says is a short right now. Plus, we get into the business of streaming to get Frank’s take on the potential losses that will build up. If that isn’t enough, we spend some time discussion the outlook for stocks for 2020 and beyond. 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 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 CNN Fear/Greed Index Link to watch Andrew on – Investor Business Daily’s Podcast Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Info and Webinar Replay Friday Pre-Market Run Down Webinar Registration Stocks mentioned in this episode: (TSM), (DIS), (INTC), (T), (ROKU), (NIO), (TXN), (MU)