The Disciplined Investor

There are more than just Greece we are concerned with - the plans by Greece could have significant ramifications for the EuroZone. But do we care? Central banks are ready to rescue us from any and all catastrophes, right? Already this year, just 35 days in, more than 6 Central banks have initiated stimulus measures. Unreal! Listener questions are also answered in this episode plus some important information about a few stocks that need to be watched. A recent update of the overview on the AIRO Strategy is now available. Subscribe to Podcast

Guest Peter Pham and Andrew discuss how to break though to financial success. How anyone can become the next Warren Buffett. We also discuss some of the fallacies with technical indicators and the world markets. Oil explodes to the upside at the send of the week, earning and economics are coming in soft and what to look for in the next few weeks for markets. We also explore the Superbowl Indicator in this episode.  NOMINATE THE DISCIPLINED INVESTOR FOR A PODCAST AWARD Peter Pham is an author, international fund manager, and a registered financial director by the Cayman Islands Monetary Authority (CIMA). In 2013 he published his first book entitled,The Big Trade: Simple Strategies for Maximum Market Returns . He currently manages the portfolio of a global hedge fund and runs an asset management company, Phoenix Capital. In 2010 he founded AlphaVN.com, a popular online resource focused on capital markets and trading in Southeast Asia. In 2014, he launched "The Big Trade Series" a podcast consisting of a series of discussions with various financial thought leaders Overall, Pham has more than 15 years of experience in capital markets and fund management, and is recognized as an expert consultant in global equities

Guest Peter Pham and Andrew discuss how to break though to financial success. How anyone can become the next Warren Buffett. We also discuss some of the fallacies with technical indicators and the world markets. Oil explodes to the upside at the send of the week, earning and economics are coming in soft and what to look for in the next few weeks for markets. We also explore the Superbowl Indicator in this episode.  NOMINATE THE DISCIPLINED INVESTOR FOR A PODCAST AWARD Peter Pham is an author, international fund manager, and a registered financial director by the Cayman Islands Monetary Authority (CIMA). In 2013 he published his first book entitled,The Big Trade: Simple Strategies for Maximum Market Returns . He currently manages the portfolio of a global hedge fund and runs an asset management company, Phoenix Capital. In 2010 he founded AlphaVN.com, a popular online resource focused on capital markets and trading in Southeast Asia. In 2014, he launched "The Big Trade Series" a podcast consisting of a series of discussions with various financial thought leaders Overall, Pham has more than 15 years of experience in capital markets and fund management, and is recognized as an expert consultant in global equities

What is going on with Central Bankers? They must all be drinking from the same teacup. In this episode we take a look at some opportunities in the oil patch as well as the fallout from the ECB's "QE" program. Great stuff ! NOMINATE THE DISCIPLINED INVESTOR FOR A PODCAST AWARD   Tom Wheelwright CPA and CEO of ProVision Wealth, is a leading tax and wealth expert, speaker, published author of  Tax-Free Wealth: How to Build Massive Wealth by Permanently Lowering Your Taxes (Rich Dad Advisors) on partnerships and corporation tax strategies, and a Rich Dad Advisor/Speaker for Robert Kiyosaki, who wrote Rich Dad Poor Dad. Donald Trump selected Tom to contribute to his Wealth Builders Program, calling Tom "the best of the best." He is best known for making taxes fun, easy and understandable, and specializes in helping entrepreneurs and investors build wealth through practical and strategic ways that permanently reduce taxes. He is also the Founder of WealthStrategyU, and has been featured in Accounting Today, Deseret News National, and CEO Blog Nation, and as a guest on the Real Estate Guys Radio Show and Money Radio 1510 Business for Breakfast.   Satyajit Das has worked in financial derivatives, risk management, and capital markets for over 30+ years. Since 1994, Mr. Das has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia. Previously, between 1977 and 1994, Mr. Das worked on the ‘sell side’ (Commonwealth Bank of Australia, Citicorp Investment Bank and Merrill Lynch) and the ‘buy side’ (Treasurer of the TNT Group, an Australian based international transport and logistics company). Das is the author of a number of key reference works on derivatives and risk management. His works include Swaps/ Financial Derivatives Library – Third Edition (2005, John Wiley & Sons) (a 4 volume 4,200 page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products –Third Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insider’s account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as ” fascinating reading … explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industry”. Eurointelligence Minyanville Satyajit’s Blog   NOMINATE THE DISCIPLINED INVESTOR FOR A PODCAST AWARD

In this episode we discuss the chaos in the currency markets as well as the potential change of trend for Oil. Markets down 3 weeks now but ended this week firmer into a long weekend. What did the Swiss National Bank Know? Also, what we are doing with our GoPro (GPRO) short position, Gold (GLD) and Oil... Stocks, markets and more... Listen in Listen on @iTunes or scroll down to play Follow @andrewhorowitz Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this episode we step back and look at the very basics of investing in the stock market. We answer the questions of: What is the stock market? How to invest? What makes up an index? And much more...  Our special guest for this episode is Brett Horowitz (my son) who will bring us some questions that may help us better understand the basics of markets and investing. We also look at oil, gold, the recent employment report and much more...Listen in Listen on @iTunes or scroll down to play Follow @andrewhorowitz Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this episode we discuss the potential for the U.S. as an economic oasis as well as some of the key areas to watch over the near-term. Russia, China, Japan and Europe are all explored. We also talk about 5 tips to make your investing more successful over the next year. What to do and what not to do... Stocks, markets and more... Listen in Listen on @iTunes or scroll down to play Follow @andrewhorowitz Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this short episode we explore the high cost of low inflation and some interesting observations from my recent cruise. Also, the market's best friend (Central Banks) are still at it - what will be the global implications of more stimulus? Stocks, markets and more... Listen in Listen on @iTunes or scroll down to play Follow @andrewhorowitz Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest Blain Reinkensmeyer explains the new Ticker.Tv and how this is a great collaboration and learning tool. We discuss how to review your trades (after the fact) as well as some other learning tools available to investors. Markets git hit for the week and in this episode we talk about next week's playbook. The FED will be front and center (again!).   Listen on @iTunes or scroll down to play Follow @andrewhorowitz Reink Media Group was founded in the spring of 2009 by Blain Reinkensmeyer with StockTradingToGo as its flagship site. In the summer of 2009 the domain tradeWISER was privately acquired and soon thereafter developed as a full comparison shopping site for online stock brokers. Then, in the fall of 2009 Reink Media teamed up with IRA Sean Hannon to launch EPIC Insights, an investment advisory service focused on stock picks and insight. In 2010 Reink Media continued to enhance its offering of quality financial information. tradeWISER was relaunched with a completely new design in May and StockTradingToGo successfully passed 11,000 RSS Subscribers for the first time in June. Brandon Reinkensmeyer, Blain’s brother, joined RMG as a partner in June as well. EPIC Insights ownership was sold in Q4. In 2011 Reink Media made its first strategic acquisition of investing blog TraderMike.net. The team followed up with the launch of the 2011 Online Broker Review. Soon after the review, the undeveloped premium domain StockBrokers.com was acquired and tradeWISER was migrated to the domain. The team began building out several key comparison tools the remainder of the year. TICKER.TV   ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest Chris Martenson and Andrew discuss some of the important aspects of monetization of debt, the world economic climate as well as what peak prosperity really means. We also spend some time on GoPro (GPRO) wondering if it is a "have to have " item or just a passing novelty. The top and bottom sectors, the world markets and lots more... Listen on @iTunes or scroll down to play Follow @andrewhorowitz ** Andrew on IBD Investor Radio ** Chris Martenson, PhD (Duke), MBA (Cornell) is an economic researcher and futurist specializing in energy and resource depletion, and co-founder of PeakProsperity.com (along with Adam Taggart). As one of the early econobloggers who forecasted the housing market collapse and stock market correction years in advance, Chris rose to prominence with the launch of his seminal video seminar: The Crash Course which has also been published in book form (Wiley, March 2011). It's a popular and extremely well-regarded distillation of the interconnected forces in the Economy, Energy and the Environment (the "Three Es" as Chris calls them) that are shaping the future, one that will be defined by increasing challenges to growth as we have known it. In addition to the analysis and commentary he writes for his site PeakProsperity.com, Chris' insights are in high demand by the media as well as academic, civic and private organizations around the world, including institutions such as the UN, the UK House of Commons and US State Legislatures. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this episode we cover some of the reasons for oils recent decline and the dangerous game that is being played by OPEC. We cover some of the stocks that should be watched closely as well as the outlook for markets. Also in this episode, we look at the flip-flop estimates from the National Retail Federation on the Black Friday/Thanksgiving weekend retail sales. Stocks discussed - most down more than 20% last Friday on oil's slide: (LPI, SN, OAS, SD, CWEI, EPE, SLCA, PE, SGY, BBG,  KOG, WLL, CLR, NOG, WTI) ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest Jon Markman explores historic references related to the current political environment as well as a projection of the market's potential. We discuss some of his favorite stocks as well as sectors to watch. Listen on @iTunes or scroll down to play Follow @andrewhorowitz ** Andrew on IBD Investor Radio ** Jon Markman, a veteran money manager and award-winning journalist, is editor and founder of the investment research newsletters Trader’s Advantage and Strategic Advantage. A pioneer in the development of stock-rating systems and screening software, Markman is a co-inventor on two Microsoft patents and author of the best-selling books “Swing Trading” , “The New Day Trader Advantage” and “Reminiscences of a Stock Operator – Annotated Edition” Click here for a free 2-week trial to Markman's Strategic Advantage ! Markman was a portfolio manager and senior investment strategist at a multi-strategy hedge fund from 2002 to 2005; managing editor and columnist at CNBC from 1997 to 2002; and an editor, investments columnist and investigative reporter at the Los Angeles Times from 1984 to 1997 and currently writes for MarketWatch.com. Write to Jon: jon@gemini252.com ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Kevin White discusses real estate and other vital economic factors. We discuss some of the stocks that were mentioned last week with Frank Curzio as well as some of the stocks that may react with the latest Ebola news. Also, some of the recent deal announcement that now appear to be falling apart. Listen on @iTunes or scroll down to play Follow @andrewhorowitz ** Andrew on IBD Investor Radio ** Kevin White, CFA serves as Senior Vice President, Investment Strategy & Research at Cole Real Estate Investments. In this role, he is responsible for providing strategic analysis in support of the investment process, articulating Cole’s views on the U.S. economy and commercial real estate markets, and assisting in leading Cole’s research and strategy organization. Mr. White has more than 15 years of experience in macroeconomic and financial analysis, global real estate analysis and forecasting. He is an author, editor and seasoned speaker at industry conferences and client events. Prior to joining Cole, he was a Real Estate Strategist with Property & Portfolio Research, an economist with International Data Corporation, and a tax policy officer with the Department of Finance for the Government of Canada. Originally from Canada, Mr. White earned his B.A. in economics from Queen’s University and his M.A. in economics from the University of British Columbia. He is also a CFA charterholder. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Satyajit Das explains what is going on around the world markets and gives us a behind the scenes look as to why this correction is occurring. We also explore the real options for the EuroZone, metals and commodities. Some of the more important aspects of the ECB's plan to revive Europe are also put under a scrutiny in this episode. Earnings season is actually providing some solace for investors as companies are a bit more upbeat and earnings are keeping pace/outrunning estimates. All good to keep a reasonable amount of buying interest. More importantly, we discuss how the Fed is once again trying to calm markets with their recent commentary. What are they saying and what will the do?  Listen in.... Listen on @iTunes or scroll down to play Follow @andrewhorowitz ** Andrew on IBD Investor Radio **   Satyajit Das has worked in financial derivatives, risk management, and capital markets for over 30+ years. Since 1994, Mr. Das has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia. Previously, between 1977 and 1994, Mr. Das worked on the ‘sell side’ (Commonwealth Bank of Australia, Citicorp Investment Bank and Merrill Lynch) and the ‘buy side’ (Treasurer of the TNT Group, an Australian based international transport and logistics company). Das is the author of a number of key reference works on derivatives and risk management. His works include Swaps/ Financial Derivatives Library – Third Edition (2005, John Wiley & Sons) (a 4 volume 4,200 page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products –Third Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insider’s account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as ” fascinating reading … explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industry”. Eurointelligence Minyanville Satyajit’s Blog S&P 500 Long-Term P/E Ratio (Discussed in this episode)

Guest: John Carter, from Simpleroptions.com shares with us some of the ways to profit from using options. We discuss the basics and more advanced option strategies. In this episode we all look at what is bothering markets and why sentiment has changed. With a new case of Ebola transmitted within the U.S., what stocks may be beneficial to own at this time? STOCKTOBERFEST Listen on @iTunes or scroll down to play Follow @andrewhorowitz --- ** Andrew on IBD Investor Radio ** John Carter's father was a Morgan Stanley stock broker.  One day during high school, John came home from the mall where he was working at a store making cookies.  He had saved up $1000 over the course of a few months, and his dad told him that he and some of his friends were going to buy "some call options on Intel" the next day.  Although he had no idea what they were talking about, it sounded good.  He bought 10 call options at 75 cents, and sold them a few days later for $1.50, doubling his money.  He was hooked and has been trading ever since--going on 20 years now. Today, John is a Commodity Trading Advisor with Razor Trading. McGraw Hill commissioned him to write a book entitled Mastering the Trade. Mastering the Trade by John F. Carter was released in January, 2006. Carter's trading book soon climbed the charts at Amazon.com. Carter was also featured on ABC Money with his online trading book "Mastering The Trade." Looking to invest in the AIRO Strategy? Click below for the virtual tour....