The Disciplined Investor

Guest, Tadas Viskanta helps us understand reasons why the media is so infatuated with the Fed. We discuss China, Europe ans well as the U.S economy. Tadas also provides us with some insight on his favorite areas to invest right now. Also in this episode we look at a potential unorthodox move that that Fed could take to pacify all – those who want”lift-off” and those that want more stimulus. Follow @andrewhorowitz Tadas Viskanta is the Founder and Editor of Abnormal Returns. Tadas is a private investor with over 25 years of experience in the financial markets. He is the co-author of over a dozen investment-related papers that have appeared in publications like the Financial Analysts Journal, Journal of Portfolio Management among others. Tadas is also the author of the well-received book: Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere that culls lessons learned from his time blogging. Tadas holds a MBA from the University of Chicago and a BA from Indiana University. He lives with his family in the heartland of America. Abnormal Returns brings the best of the investment blogosphere to readers every day. For nine years this “forecast-free investment blog” has become a fixture on the financial scene. Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour....

Guest, Russ Roberts, host of the EconTalk Podcast enlightens us on several important topics and explains the difference between Keynes and Hayek in terms of economics. We also delve into the U.S. economy and what it may take to get it past its current stall point. Follow @andrewhorowitz   EconTalk Podcast: The Library of Economics and Liberty carries the podcast, EconTalk, hosted by Russ Roberts. The weekly talk show features one-on-one discussions with an eclectic mix of authors, professors, Nobel Laureates, entrepreneurs, leaders of charities and businesses, and people on the street. The emphases are on using topical books and the news to illustrate economic principles. Exploring how economics emerges in practice is a primary theme. His latest book is The Price of Everything: A Parable of Possibility and Prosperity (Princeton University Press, 2008). Set on the Stanford campus, it's a novel that tells the story of wealth creation and the unseen forces around us creating and sustaining economic possibilities. He is also the author of The Invisible Heart: An Economic Romance (MIT Press, 2002) and The Choice: A Fable of Free Trade and Protectionism (Prentice Hall, 3rd edition, 2006). The Invisible Heart explores the economics and morality of the marketplace in the framework of a novel. The Choice, a novel on international trade policy and the human side of international trade, was named one of the top ten books of 1994 by Business Week and one of the best books of 1994 by the Financial Times. From 2003-2013 he was a professor of economics at George Mason University. He has also taught at Stanford, UCLA, Washington University in St. Louis (where he founded the Center for Experiential Learning), and the University of Rochester. His Ph.D. is from the University of Chicago.  

Guest:  Cullen Roche discussed China's "black box" of finance and some of the ways in which investors can stress test their portfolios. We move into the area of robo-advising and how that may be hazardous to your health over the long-term. Market action, economics, modern portfolio theory and more are all areas we dig into in this episode. Follow @andrewhorowitz Mr. Roche is the Founder of Orcam Financial Group, LLC a financial services firm offering fee only financial advisory services. The company was founded to provide investors with an alternative to the profit-first, client-second business model that has come to dominate much of Wall Street these days. Orcam was founded with the idea that financial services firms can better serve public purpose and Orcam’s goal is to offer products and services that help create better informed and more independent investors, consumers and producers. Cullen has over a decade of experience in the financial services industry working with some of the biggest firms in finance as well as founding his own firms. Prior to establishing Orcam Mr. Roche founded his own investment partnership in 2005 after working at Merrill Lynch Global Wealth Management where he helped oversee $500MM+ in assets under management. Unhappy with the large brokerage firm business model, Mr. Roche formed his own private investment partnership with a substantial personal investment at the age of 25. Over the next 7 years he was able to guide the small business to high risk adjusted returns with no negative full year returns during one of the most turbulent periods in stock market history. Mr. Roche’s primary areas of expertise include global macro portfolio construction, quantitative risk management, behavioral finance and monetary theory (Cullen is proud not to be considered a technical “economist“). Cullen is the author of “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN network. He is the long-time #1 economics writer on the popular financial website Seeking Alpha, was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider where he was described as “one of the most influential economic thinkers today.” He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times. Mr. Roche is a Georgetown University alumnus, growing up in the DC area and now living in San Diego, California with his fiancée Erica and their problem child, Cal, an Australian Shepherd. When he’s not pretending to care only about finance Cullen is always outdoors competing in triathlons, surfing, biking, running, hiking, fishing, swimming and rock climbing. Follow @CullenRoche   AIRO STRATEGY ——– Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour….

Will the markets stop here? What is causing such concern? We get to these and much more as we explore several indicators that are helping to provide some valuable insight. Also, the reasons behind the decline are discuss along with a few stocks to watch.  Topics - China, Greece, Valuations, The Fed and more...   Follow @andrewhorowitz Chart discussed in this episode - click to expand   Stocks of interest discussed: (AAPL), (FXI), (YINN), (GLD), (GDX), (SVXY), (FEYE), (IWM)   AIRO STRATEGY ——– Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour….

Guest: Ellen Looyen discusses how to best brand ourselves - in both our personal and business lives. A bit of a change up from our usual topics, but worthwhile. In this episode we also spend some time looking at the recent devaluation of the Yuan, earnings and market stories. Follow @andrewhorowitz Ellen Looyen, America’s Leader in Personal Branding brings over two decades of branding expertise to her readers. She has branded divisions of major corporations, launched countless startups and has helped thousands of people (in over 60 countries) advance their corporate careers. Ellen is a frequent Brand Commentator for CBS News, The Wall Street Journal and KGO Radio; and some of her clients include: Goldman Sachs, Cisco, Hewlett Packard, eBay, Visa, SAP, Oracle and Campbell’s Soup Company. She is also the Amazon Bestselling author of "Branded for Life!...8 Elements to Transform Your Personal Brand, Career and Life."     ** FREE TRADESTATION DEMO/TRIAL ** ——– Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour….

Guest: Jim Rogers discusses some of his best ideas. Russia, gold, Iran and even the agriculture sector is on the table. We also get into why he thinks that the U.S. dollar is doomed and how other currencies may eventually take its place as the go-to currency for world trade. Follow @andrewhorowitz James Beeland “Jim” Rogers, Jr. is a Singapore based business magnate of American origin. Regarded by the business world as a brilliant investor, Rogers is also an author and financial commentator. He co-founded the global investment partnership, Quantum Fund, along with George Soros, another equally brilliant businessman. He also created the Rogers International Commodities Index (RICI) and is the Chairman of Rogers Holdings and Beeland Interests, Inc. The astute businessman displayed his business acumen from an early age. He was just five years old when he started his own “business” of selling peanuts! He studied economics, philosophy and politics at the Oxford University and joined the investment bank Arnhold and S. Bleichroder where he would meet his future business collaborator, George Soros. Even though he was very skilled at investing and managing money, he was not obsessed only with making money. There is a lot more to this interesting personality—he had a longstanding dream of motorcycling all over the world which he fulfilled during the period 1990-92. He is also a prolific writer and contributes frequently to ‘The Washington Post’, ‘The New York Times’, ‘Forbes’, ‘Fortune’ and ‘The Wall Street Journal’. One of his other interests is teaching and he has served as a professor of finance at the Columbia University Graduate School of Business. Check out Jim's Books    ** FREE TRADESTATION DEMO/TRIAL ** ——– Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour….

Guest: Eric Fish, author of China's Millennials, The Want Generation helps us understanding the changing demographics in China. We also look into how socioeconomic changes are under way as well as some of the benefits and problems it is creating. In this episode we also take a look into what is happening with wages in The U.S. and the latest GDP revisions. Follow @andrewhorowitz Eric Fish is a freelance writer who lived in China from 2007 to 2014 as a teacher, student, and journalist. After earning his master’s degree from Tsinghua University, he worked as a reporter for the Economic Observer in Beijing and founded the blog Sinostand.com. He currently writes for the Asia Society in New York City. China’s Millennials follows youth from around China as they struggle to cope with the country’s wrenching socioeconomic and demographic transition after years of lofty expectations. Largely thought to be pacified by a booming economy and a nationalistic education instituted after the Tiananmen crackdown, young Chinese are again beginning to become a vocal force for change. Fish deftly captures youthful hopes, disillusionment, and rebellion in a system that is scrambling to keep them in line—and, increasingly, scrambling to adapt when its youth refuse to conform.     ** FREE TRADESTATION DEMO/TRIAL ** ——– Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour….

Economics Editor Sky News, Edmund Conway spends time with us to discuss the state of the EuroZone, what to make of the most recent accord with Greece and other tidbits of interest. We discuss just what this means to the rest of the world as well. Andrew gives some additional insights in this episode regarding the deteriorating fundamentals that we are seeing in \U.S. stocks as well as some of the key reasons why commodities are plunging. Some investment ideas are also revealed. Follow @andrewhorowitz Ed Conway is the economics editor of Sky News. Previously he was the economics editor of the Daily Telegraph and the Sunday Telegraph.   His appointment to this role, when only twenty-five, made him the youngest ever economics editor of a British national newspaper. He currently resides in London.    Follow @EdConwaySky or check out his website: www.edmundconway.com     ** FREE TRADESTATION DEMO/TRIAL ** -------- Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this episode we look at the hysterical Greek deal that was cut in order to avoid a default. We also take a look at how drones hampered firefighters from dousing wildfires in California and how that may affect GoPro (GPRO). The problem with main street media (MSM), Amazon's (AMZN) Prime Day, a look back at last weeks market moving evens and what to expect next week. Follow @andrewhorowitz  Video and story on CNBC - Ichan vs. Fink   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour….

Just back from China and the news has been dominated by Greece. More stalling, more manipulation and twisting are what we are seeing. China has some secrets that we should be aware of including the fact that Ghost Cities are real. Listen in as we take a look at what is ahead for markets in light of some of these realities. Follow @andrewhorowitz

In this episode we take some time to discuss the benefits and drawbacks of some of the most important tech innovations of our times. With Kevin Hoffmann as our guest, we dive into markets, technology as well as the outlook for Greece. Follow @andrewhorowitz Kevin Hoffmann is a key member of the Horowitz & Company team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin heads research and analytics for Horowitz & Company. While attending the University of Wisconsin at Madison, he served a Financial Consultants Internship with Smith Barney. In 2004 Kevin graduated from UW-Madison with a bachelor’s degree in Personal Finance and assumed a position as a derivatives trader for BMT Trading Group / Gelber Group. By October of 2005 he quickly rose the ranks to a Financial Planning Analyst for JMG Financial Group where he assisted with Financial & Tax Planning as well as Investment Management for high net worth clientele.      ** FREE TRADESTATION DEMO/TRIAL DISCUSSED ** -------- Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest, Serge Berger (The Steady Trader) and Andrew discuss trading strategies and some stock ideas. We also look into the latest out of Greece and what is ahead for next week. Free eBook Download of Serge Berger's "Proven Strategies for Profitable Swing Trading" Follow @andrewhorowitz  Serge Berger has been an active trader since 1998.  During his career he has been a financial analyst, dealt in fixed income instruments at JP Morgan, and was a proprietary trader in equities, equity options and futures. Having had exposure to a range of different asset classes allowed him to identify which asset classes and strategies best fit his goal of achieving consistent profits. Over the years he created a trading methodology that divides markets into different time-frames and characters, allowing him to more clearly and without emotions determine which strategies to apply in which situations. Follow @SteadyTrader  ** FREE TRADESTATION DEMO/TRIAL DISCUSSED ** -------- Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest, Louis Basenese discusses disruptive technology and some under the radar finds. We also look back on the week that was, the week ahead and some signs that China's markets are in some scary bubble territory. Plus several stocks identified in this episode that could shake up the world technologically from Disruptive Tech Research. Follow @andrewhorowitz For the last decade, Louis has been providing independent economic and equity research for individual and institutional clients. A former Morgan Stanley investment consultant, Louis helped direct over $1 billion in institutional capital before leaving and co-founding Wall Street Daily, which quickly became one of the web’s largest financial publishers with a daily circulation of more than 700,000 readers. In 2014, he founded Disruptive Tech Research to pursue his investing passion, and fill the void in the market for high-quality, 100% independent research on disruptive technologies. Louis’ expertise has earned him regular appearances on CNBC’s Closing Bell, as well as other media mentions, including in The Wall Street Journal, The New York Times, Morningstar, MarketWatch, TheStreet.com and MSN Money. Louis holds an MBA from the Crummer Graduate School of Business at Rollins College.   Follow @LouBasenese  ** FREE TRADESTATION DEMO/TRIAL DISCUSSED ** -------- Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest, Frank Curzio and Andrew discuss the recent employment reports, some of the important items that are moving markets as well as some stocks picks from Frank. Plus several stocks identified in this episode that could provide massive moves. Follow @andrewhorowitz Frank Curzio can be reached by email at curzio1@gmail.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 subscription available) He has been the editor of several well respected newsletters with major companies such as Stansberry & Associates as well on of the top performers with  TheStreet.com where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Follow @FrankCurzio 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 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. Also, Frank was portfolio manager for Greentree Financial. Follow @andrewhorowitz   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

China's stock market is fast approaching a 股市泡沫 ... Gǔshì pàomò (Bubble!). How to best profit on this potential. In this episode we discuss the likelihood of a default by Greece as well as the economics that will drive markets this coming week. Listen in as we also discuss the disconnect of markets to economics - essentially, something has got to give..... Follow @andrewhorowitz