The Disciplined Investor

In this episode, we embark on a discussion with Bloomberg's Senior Policy Analyst of Technology and Government on Net Neutrality.  We delve into how this effects us as consumers with our internet service providers and the ongoing feud between Netflix & Verizon as Netflix fights for consumer's right to broadband! In addition, Rachel Cruze joins us for a discussion on how to take "Baby Steps" in order to minimize debt and exploring how recent college grads can tackle the mounting student loan problem. Listen on @iTunes or scroll down to play Ken Monahan is a Senior Policy Analyst, Technology with Bloomberg Government. He was an international economist and acting team lead in the Office of Trade Policy Analysis at the Commerce Department's International Trade Administration. He holds a B.A. in economics from the University of New Hampshire, an M.A. in central and eastern European studies from Jagiellonian University in Krakow, Poland, and an M.A. in international relations from the Johns Hopkins School of Advanced International Studies. He was a Fulbright Fellow in Vilnius, Lithuania. Follow Ken on Twitter: Follow @KenMonahanDC Rachel Cruze is a seasoned communicator and presenter who has been speaking to groups as large as 10,000 for more than a decade. The daughter of Dave Ramsey, she uses the knowledge and experiences from growing up in the Ramsey household to educate America’s students and young adults on the proper ways to handle money and stay out of debt. Her book Smart Money Smart Kids: Raising the Next Generation to Win with Money , co-authored by her dad, released in April 2014 and debuted at #1 on the New York Times best-sellers list. You can follow Rachel on Follow @RachelCruze, online at rachelcruze.com, or at facebook.com/rachelramseycruze. Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

In this episode we look closely at the historic move by the ECB, Carl Ichan's latest target (Family Dollar) as well as what is going on with the VIX at a 9 year low... Some of the upcoming guests that will be on the show over the next couple of weeks are introduced and a hodgepodge of economic and earnings to watch. Listen on @iTunes or scroll down to play Jim Bruce, producer of  the movie Money for Nothing will be coming up this month...See the trailer HERE Follow @andrewhorowitz Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Frank Curzio from Stansberry Research helps us to understand more about buybacks, dividends and markets. We discuss dozens of stocks, the AT&T (T) deal as well as Frank's take on Apple's (AAPL) buy of Beats. This is a great episode to find out more about the oil production boom in the US as well as the outlook for small caps and many stocks... Listen on @iTunes or scroll down to play Frank Curzio is an equity analyst for Stansberry & Associates. (3-month money back if you are not satisfied) Check out Frank’s Podcast on iTunes – HERE. Frank has over 15 years of investing experience. He was recently the editor of TheStreet.com’s Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast – one of the most widely listened-to financial podcasts on iTunes. 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....

Drugs and Prostitution revenue being added back to Italy's GDP, Low volume, The Vix at 11.50, the S&P 500 at a record - Something does not add up. We discuss the meaning of low volume up days and high volume down days as well as money flows into and out of sectors around the world. Bonds and stocks being bought at the same time - you have to admit - something is just not right... We look at why investors are shunning Amazon (AMZN) and a deeper look into IBM (IBM). With markets showing signs of distribution and our internal gauges providing severe overbought readings, maybe it is time to take some profits. CLICK HERE FOR AIRO STRATEGY INFORMATION LISTEN TO PODCAST NOW | @ iTUNES  

This week we dig into some of the essence of risk and reward. What will be the right direction to be over the next 3-6 months and when to hedge, what to hedge and why to hedge. We are seeing a very mixed up market - what to make of it. With markets showing signs of distribution and our internal gauges providing severe overbought readings, maybe it is time to take some profits. CLICK HERE FOR AIRO STRATEGY INFORMATION LISTEN TO PODCAST NOW | @ iTUNES  Click HERE for last week's stocks to watch...  

ARE YOUR KIDDING? We look at the ridiculous turn that Jim Cramer has with regard to Alibaba as well as some of the recent moves in the markets. Stocks to buy and stocks to sell are discussed and much more.. Some of the more interesting topics in the news are also part of what we discuss in this episode. LISTEN TO PODCAST NOW | @ iTUNES CLICK ON THE "PLUS" Icon to view each chart Long and Short Ideas It is time for a change - check out the AIRO SPY Strategy...

Guest: Harry Dent discusses his views on the price direction of gold and the markets. We explore the emerging markets as well as the real estate bubble that is forming. Will gold crash and when? What will be the result of companies buying back so much of their stock? Listen in to find out... Key Earnings this week - CHECK THE LIST _____________________________________________________ LISTEN TO PODCAST NOW | @ iTUNES Harry S. Dent, Jr. is the Founder of Dent Research, an economic firm specializing in demographic trends. His mission is “Helping People Understand Change”. Using exciting new research developed from years of hands-on business experience, Mr. Dent offers unprecedented and refreshingly understandable tools for seeing the key economic trends that will affect your life, your business, and your investments over the rest of your lifetime. Get Harry Dent's Newsletter for Free 6 Days a Week Mr. Dent is also a best-selling author. In his book The Great Boom Ahead, published in 1992, Mr. Dent stood virtually alone in accurately forecasting the unanticipated boom of the 1990s and the continued expansion into this decade. In his recent book, The Great Crash Ahead, he continues to educate audiences about his predictions for the next great depression, especially between 2014 and 2020 that he has been forecasting now for 20 years. Mr. Dent is the editor of the Survive and Prosper newsletter and has created the HS Dent Financial Advisors Network.

Guest: Jon Markman discusses the potential for the markets to see a correction based on several factors. We also discuss the intrinsic value calculation for a few popular stocks like Coca-Cola (KO) and Netflix (NFLX). Earnings and economic reports will be important this week as 250+ companies will be reporting and the Fed will be telling us more about plans for their bond buying program. (Click HERE to see the estimates for the key earnings releases this week.) Russia is in focus as we discuss the importance to investors as well as a review of some of the important earnings from last week. Definitely an episode you need to listen to. _____________________________________________________ LISTEN TO PODCAST NOW | @ iTUNES 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. NEW TECH SUPERSTARS is the latest newsletter that Jon has made available. Write to Jon: jon@gemini252.com Peak Earnings? It is time for a change - check out the AIRO SPY Strategy...

The wealth effect is starting to show little benefit to spending. Looking at spending without the Wealth Effect benefits, we are seeing a rather bleak outlook for spending which makes up a rather large piece of the overall U.S. economic activity. Tesla (TSLA) is starting to sell its all-electric cars in China - will there be a bounce for the shares that have been under pressure recently? Plenty of earnings are due this week that are discussed - including Netflix (NFLX), Yum (YUM), VMWare (VMW), Facebook (FB) and more.... LISTEN TO PODCAST NOW | @ iTUNES It is time for a change - check out the AIRO SPY Strategy...

The market swoon may not only be a simple technical breach. We look at the potential fallout from Michael Lewis's book on HFT as well as the important earnings reports that will be hitting this week. We also spend some time on figuring out whether or not Mr. Draghi is full of hot air and how markets will react to the barrage of headlines that will be coming out of Europe this week. LISTEN TO PODCAST NOW | @ iTUNES   It is time for a change - check out the AIRO SPY Strategy...

We last spoke to our guest Satyajit Das in December and at that time we had a conversation about the emerging problems in the emerging nations. The USD was rising and what we should expect. Now we discuss the next areas of concern, the potential for QE in Europe and a few not so often discussed items that need our attention. LISTEN TO THIS PODCAST NOW Follow @andrewhorowitz 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 Get FREE TDI Updates right to your emailbox  

In this episode we look at the warnings signs that the market is giving us. Some of the MOMO names are clearly being sold along with last year's winners. The rotation is becoming more apparent and we go through how that may play out. Lots of good investment disciplines discussed in this episode. LISTEN TO PODCAST NOW | @ iTUNES  

Guest: Jack Schwager tells us some of the important lessons that he learns from top traders. His latest book is a delight and a great way for anyone looking to understand the ways of successful investing from the top traders of our time. We also give an update and opinion on the stocks that were requested by listeners in this episode.   LISTEN TO PODCAST NOW | @ iTUNES Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. He is currently the co-portfolio manager for the ADM Investor Services Diversified Strategies Fund, a portfolio of futures and FX managed accounts. He is also an advisor to Marketopper, an India-based quantitative trading firm, supervising a major project that will adapt their trading technology to trade a global futures portfolio. Check out Jack’s Website here  Previously, Mr. Schwager was a partner in the Fortune Group, a London-based hedge fund advisory firm, which specialized in creating customized hedge fund portfolios for institutional clients. Mr. Schwager was one of three partners with direct responsibility for selecting managers and constructing portfolios. The Fortune Group was fully acquired by the Close Brothers Group, a U.K. merchant bank, in 2010. His previous experience includes 22 years as Director of Futures research for some of Wall Street’s leading firms and 10 years as the co-principal of a CTA. 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 two decades: Market Wizards (1989), The New Market Wizards (1992),  Stock Market Wizards (2001), Hedge Fund Market Wizards.  He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley’s popular Getting Started series.(2012).  Mr Schwager’s first book, A Complete Guide to the Futures Markets (1984) is considered to be one of the classic reference works in the field.  He later revised and expanded this original work into the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). Mr. Schwager is a frequent seminar speaker and has lectured on a range of analytical topics including the characteristics of great traders, investment fallacies, hedge fund portfolios,managed accounts,  technical analysis, and trading system evaluation. He holds a BA in Economics from Brooklyn College (1970) and an MA in Economics from Brown University (1971). His new book: The Little Book of Market Wizards is available in bookstores now.  

Guest: Robert Wiedemer brings us some very interesting thoughts on why this is a "fake" recovery. Fake? Yup - that is what he says. We spar on that for a bit and then get down to the next aftershock from his perspective. Overall Mr. Wiedemer is a bit happier with the thought of other assets, aside from stocks, moving forward. We also spend some time looking at the recent change in sentiment as well as the potential for further fallout from the unrest in the Russian region. LISTEN TO PODCAST NOW | @ iTUNES Robert Wiedemer is the co-author, along with John David Wiedemer and Cindy Spitzer, of several books including America's Bubble Economy, Aftershock and Aftershock Investor. In America's Bubble Economy, published in 2006, Wiedemer and his co-authors claimed that the US economy was resting on a series of six bubbles which would pop in the following years. In Aftershock, the authors claimed that the economic downturn of 2008 was due to four of the six bubbles popping, and that the popping of the remaining two would send the world into a depression. The second edition of Aftershock made best-seller lists in The New York Times, The Wall Street Journal, and Amazon.com. Wiedemer is Managing Director of Absolute Investment Management, a macro-focused money management firm. He holds an MBA from the University of Madison with a specialty in Marketing.

Guest: Howard Lindzon doesn't hold back when he tells us his thoughts on the industry and the players. We discuss StockTwits as well as some of his favorite stock ideas and strategies. It is a light week for eco, however in this episode we discuss the 18% plunge in China's exports as well as the important upcoming economic and newsworthy reports for the week.  LISTEN TO PODCAST NOW | @ iTUNES Howard's Bio.... Born in Toronto, lived in Phoenix for 20 years and now in Coronado, CA with the Mrs. (16 years, 16.2 Canadian years), two awesome kids and a dachshund. Schools – University of Western Ontario, Arizona State University, American Graduate School of International Management (Thunderbird). My current start-up is called Stocktwits and I am a co-founder and CEO.I also manage a hedge fund and have done so since June of 1998. I make early stage investments though Social Leverage. In the Summer of 2006, I created Wallstrip and with the help of Adam Elend, Jeff Marks, Lindsay Campbell and a hard working crew we created over 300 shows. In May 2007, Wallstrip was purchased by CBS. I am a partner in two other funds called Knight’s Bridge Capital Partners . I moved out west to play golf, but now rarely do. My hobbies include driving my kids around and staying awake. I am in pursuit of the perfect sleep solution. Endless bad ideas – trust me! Check out AIRO - Horowitz & Company's newest strategy....