The Disciplined Investor

Guests: Peter Schiff and Frank Curzio are this episodes guests. Peter was the top listener pick from 2011 and Frank is an old favorite. We discuss metals, Asia, the U.S. dollar and spend some time on the U.S. economy. Frank provides some stock ideas and Andrew has a few ideas to share as well. A well rounded episode that is the first for 2012! Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES From Europacific Capital : Peter Schiff is one of the few non-biased investment advisors (not committed solely to the short side of the market) to have correctly called the current bear market before it began and to have positioned his clients accordingly. As a result of his accurate forecasts on the U.S. stock market, economy, real estate, the mortgage meltdown, credit crunch, subprime debacle, commodities, gold and the dollar, he is becoming increasingly more renowned. He has been quoted in many of the nation’s leading newspapers. His best-selling book, “Crash Proof: How to Profit from the Coming Economic Collapse” was published by Wiley & Sons in February of 2007 and his second book, “The Little Book of Bull Moves in Bear Markets: How to Keep your Portfolio Up When the Market is Down” was published by Wiley & Sons in October of 2008.SPECIAL REPORT : GOLD SCAMS ___ Frank Curzio is an equity analyst for Stansberry & Associates. 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. 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. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Frank Curzio of Stansberry Research has some interesting thoughts on gold stocks as well as some small cap picks. What to expect with the Fiscal Cliff and where the markets may be headed. We talk about the potential for gold as well as the end of year setups. TPR Commodity ALERTS! - 14 Day Free Trial ! ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   Click to see a video introduction to TPR ALERTS! 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. 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. Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

We discuss the outlook for the rest of 2012, answer some questions sent in by Twitter friends and look at the global economic situation. Some of the stocks to watch are also in this episode and what to watch for crude pricing. TPR Commodity ALERTS! - 14 Day Free Trial ! ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   Click to see a video introduction to TPR ALERTS! TPR Commodity ALERTS! - 14 Day Free Trial ! Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest Sid Oberoi from S&P Research/Vix Views helps us better understand the important details of the VIX and how it is best utilized. ETFs and ETNs are discussed and ones that could be very dangerous to your portfolio. In this episode, we also discuss the world economy, trading themes for December as well as the recent European downgrade. TPR Commodity ALERTS! - 14 Day Free Trial ! ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   Siddhartha Oberoi is Senior Director, Exchange Traded Products at S&P Indices. Sid leads the ETP effort for S&P Indices for the Americas. He works closely with exchanges and exchange traded product sponsors to help them with their index needs and to successfully implement their strategy. Sid also manages the VIX product line for S&P Indices. Prior to that, Sid has held roles within S&P Indices including managing ETF licensing relationship for Americas and in the Index Innovation Group where he developed various indices including S&P Municipal Bond Indices, S&P’s Shariah Indices and helped to expand other equity index offerings. Prior to joining S&P in 2007, Sid worked at Calyx Financial and Prudential Financial where he helped develop and manage fund of funds focused on global asset allocation, including a product focused on the Shariah market. Sid is a charter holder from the Chartered Alternative Investment Analyst Association and has been a member of their Curriculum Committee. He holds an MBA from Rutgers University and a B.A. from Delhi University. Sid has been a regular speaker at conferences, talking about ETP landscape and indexing. Get the list of VIX ETFs HERE   Click to see a video introduction to TPR ALERTS! TPR Commodity ALERTS! - 14 Day Free Trial ! Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Wake up! The media and the pundits all talk about the fix for the Fiscal cliff. BUT THERE IS NO FIX! Here is a radical idea: Raise interest rates in order to grow the economy. Sound ridiculous? We get into the reasoning. In this episode we also talk about shorting Hain Celestial (HAIN) as well as a few other stocks. Post Thanksgiving Market returns - discussed in this episode.    Click to see a video introduction to TPR ALERTS! Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   Click to see a video introduction to TPR ALERTS!   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Talk of solving the fiscal cliff is beginning and politicians will be all over the news with their comments. The fact is that no matter what, there will be a drag on GDP and they know it. However, this could be one of those times that buying the rumor may be a play. We also discuss the recent Middle-East conflict and how that will impact energy markets as well as the KRI Indicator.  Click to see a video introduction to TPR ALERTS! Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   Click to see a video introduction to TPR ALERTS!   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Juan Villegas gives us a better insight into the equity markets of Latin America and the potential for stocks and ETFs. Juan is an educator, trader and very knowledgeable about technical trading - good stuff here! We also talk about the fiscal cliff and why stocks may be selling off after President Obama was re-elected. Wondering if we are Oversold or Overbought? We will get to that as well and talk about the selling pressure in Apple (AAPL). Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Juan Villegas.  graduated from college of Universidad Eafit.  He received his MBA from UC Berkeley and has a Management of Information Systems degree. He is the founder of Reditum as well as the author of the investments book: INGRESARIOS (also a financial social network).  Juan is a partner and the VP of Latin America for TAS Professional. As a Video-Blogger for 5 years he had produced more than 3,000 videos for 8,000 subscribers.  Juan is an expert on technical analysis and specifically Market Profile® based on TAS Professional tools.  Mr. Villegas is a Public Speaker, a teacher and a father of 3.       Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: L.A. Little provides us with a great discussion on technical analysis. He is spot on with a prediction about which side of the market to be on as he said that Thursday' move higher was potentially setting up to be a good point of entry for a short. We also cover Apple (AAPL) in this episode as well as what to watch for after the election. We also cover the relationship of the U.S. Dollar to stocks, retail and insurance companies are also part of this episode's conversation. Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   L.A. Little, a professional money manager trading his own accounts while managing investment funds for qualified investors from his Colorado-based office, is the author of multiple trading/investment books that espouse a neoclassical approach to trading the markets. He has and continues to write extensively for many popular publications such as Stocks and Commodities, Active Trader, TheStreet.com, RealMoneyPro.com, MarketWatch.com and Minyanville.com. He comments daily on his website Technical Analysis Today, which offers services that implement the concepts he espouses, and can be reached at tat@tatoday.com . Technical Analysis Today's primary focus is to provide the little guy with the tools and education necessary to allow you to become consistently profitable trading stocks. The methods used are technical in nature and seek to move the art of trading to the science of trading. These principles are accomplished through cutting edge technical analysis tools and neoclassical theory practicing active money and portfolio management and the use of simple probabilities to put the odds in your favor on each trade. At TA Today our carefully crafted trading methodology blends these three key trading components into a powerful approach to trade selection, management, and completion. Our premise is simple. Active money management combined with our unique form of neoclassical technical analysis with an eye to capital preservation provides the means to outperform. Small traders have a distinct advantage over large ones as they are more agile. They can dart in and out of the market at will and can move from net long to short in a few minutes. That is not true of large money managers and funds. That doesn't mean that you need to be hyperactive but when the risk increases safety is a virtue. All you can truly control is your risk and capital preservation is the key to outperforming the market over long periods of time. S&P 500 Daily Chart   S&P 500 Weekly Chart     Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest: Satyajit Das has some real nuggets of information to share with us on China and the global condition. We also discuss earnings, the effects of Hurricane Sandy as well as the election. This is a great episode with a terrific guest that brings some sanity to the crazy financial world. Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Sponsor: GoToMeeting with HD Faces makes it easy to collaborate online anytime. Try it Free! 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 ___ Live and Alerting... (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

There are a slew of earnings coming this week and markets are on the edge. With all that is going on around the world, we throw out all of the noise and look at what the price and charts are telling us. With technical indicators for the modern investor/trader, we discuss Corn, Gold and S&P Futures with specific levels to watch. John Logan of TAS Professional is our guest for this episode. Also, a quick look at the earnings that are coming up this week as well as the economics to watch.  ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   --- Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. The charts discussed on this episode. Click to enlarge or scroll though.   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

This week begins the onslaught of earning as we see a mountain of companies reporting. We also will be treated to some very important manufacturing numbers that will shape expectations for the U.S. economy throughout the week. In this episode, we explore this and what to expect and how to plan for your portfolio. More importantly, key levels for the S&P 500 and Russell 2000 are pointed out and how to properly setup your trading positions. Looking for StocktoberFest? ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   --- We Need Your Help! Cancer affects millions of people across the world, and our community is no exception. By joining my team or making a donation, you will become part of a Tri-County effort to honor survivors, commemorate those we've lost, and fight back against this insidious disease. So come on board, and help us tackle cancer...one mile at a time. Click Here to Donate! Florida has the second highest incidence of cancer cases in the country. This devastating disease affects every family in the state in one way or another. Tens of thousands of lives are affected each year; often times, promising futures are cut prematurely. Remember: October is breast cancer awareness month! Click Here to Donate!     Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

What is the likely outcome of all of the central banks pushing liquidity into the markets and what are Faber's favorite regions for investing these days? We discuss the earnings season, economics and dive deep into the Presidential race with Howard Silfen. We have a good amount of data about to flow from companies over the next few weeks and this week will set the stage for the earnings season. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   --- Dr. Marc Faber was born in Zurich, Switzerland. He went to school in Geneva and Zurich and finished high school with the Matura. He studied Economics at the University of Zurich and, at the age of 24, obtained a PhD in Economics magna cum laude. Between 1970 and 1978, Dr Faber worked for White Weld & Company Limited in New York, Zurich and Hong Kong. Since 1973, he has lived in Hong Kong. From 1978 to February 1990, he was the Managing Director of Drexel Burnham Lambert (HK) Ltd. In June 1990, he set up his own business, MARC FABER LIMITED which acts as an investment advisor and fund manager. Dr Faber publishes a widely read monthly investment newsletter "The Gloom Boom & Doom Report" report which highlights unusual investment opportunities, and is the author of several books including “ TOMORROW'S GOLD – Asia's Age of Discovery” which was first published in 2002 and highlights future investment opportunities around the world. “ TOMORROW'S GOLD ” was for several weeks on Amazon's best seller list and is being translated into Japanese, Chinese, Korean, Thai and German. Dr. Faber is also a regular contributor to several leading financial publications around the world. A book on Dr. Faber, "RIDING THE MILLENNIAL STORM", by Nury Vittachi, was published in 1998. --- We Need Your Help! Cancer affects millions of people across the world, and our community is no exception. By joining my team or making a donation, you will become part of a Tri-County effort to honor survivors, commemorate those we've lost, and fight back against this insidious disease. So come on board, and help us tackle cancer...one mile at a time. Click Here to Donate! Florida has the second highest incidence of cancer cases in the country. This devastating disease affects every family in the state in one way or another. Tens of thousands of lives are affected each year; often times, promising futures are cut prematurely. Remember: October is breast cancer awareness month! Click Here to Donate!     Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Where do we go from here? Markets are on the verge of either a decent breakdown or a breakup. There are many signals that are providing an oversold situation, but that could be just the start. Confusing - to say the least, but we will try to get to the bottom of it. We discuss a few stocks, the China economic numbers and much more. Plus, a great guest: David Wessel. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   David Wessel is economics editor for The Wall Street Journal and writes the Capital column, a weekly look at the economy and forces shaping living standards around the world.He appears frequently on National Public Radio's "Morning Edition" and on WETA's "Washington Week." He tweets actively at @davidmwessel. He is the author, most recently, of "Red Ink: Inside the High Stakes Politics of the Federal Budget" (2012). He wrote the New York Times best-seller “In Fed We Trust: Ben Bernanke’s War on the Great Panic” (2009) and, with Bob Davis, "Prosperity" (1998), a look at the American middle class. Previously, Mr. Wessel was deputy bureau chief of The Wall Street Journal's Washington bureau. David joined The Wall Street Journal in 1984 in Boston, and moved to Washington in 1987. In 1999 and 2000, he served as the newspaper’s Berlin bureau chief. He has worked for the Boston Globe, the Hartford (Conn.) Courant and Middletown (Conn.) Press. A product of the New Haven, Conn, public schools, he graduated from Haverford College in 1975 and was a Knight Bagehot Fellow in Business & Economics Journalism at Columbia University in 1980-81. In 2009, he was awarded an honorary doctorate in humane letters by Eureka College. David has shared two Pulitzer Prizes, one for Boston Globe stories in 1983 on the persistence of racism in Boston and the other for stories in The Wall Street Journal in 2002 on corporate wrong-doing.     Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Which way will it go? Scott O'Neil from Marketsmith provides some very compelling reasons to be bullish. We talk about trends, how to ease in and ease out of markets and strategies for successful investing. Facebook (FB) at $15? So says Barron's. We take a look at the week that was and what to look for in the coming week as well. Don't forget about StocktoberFEST! Get your stocks to us and we will put them under the microscope to see how their rate. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES    W. Scott O’Neil is originally from Los Angeles, California. He graduated from Loyola Marymount University with a degree in Business Management and is a 1994 graduate of the Harvard Business School’s Program for Management Development. He has over 25 years experience in the financial industry.Mr. O’Neil joined Investor’s Business Daily in 1986 where he spent 14 years heading Investor’s Business Daily’s operations. He also served as IBD’s director of marketing and advertising sales and was instrumental in creating the newspaper’s telemarketing operation. In 1994, he was promoted to Publisher of IBD overseeing all aspects of the newspaper. In 2000, he transferred to the Portfolio Management Division of William O’Neil + Co. where he continues to be one of the top producing Portfolio Managers for the firm. In 2008, Mr. O’Neil was named President of MarketSmith, Incorporated where he is currently working to launch the next generation of the Daily Graphs Online product, MarketSmith. Mr. O’Neil continues to be a regular speaker for the IBD CAN SLIM workshops and a frequent guest lecturer at individual investor industry events around the country. Check out this 2-week trial of MarketSmith __   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

QE Forever! At least that is what the Fed is telling us. How with that impact stocks? We talk about the iPhone 5, stimulus in Asia an Europe as well as the Vix. Commodities have been on a run along with the materials sector. Our guest introduces us to a live "squawk" service and fills us in with important economic and market news. ___ Follow @andrewhorowitz LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES RANsquawk provides real-time audio news and commentary for equity, fixed income, FX and energy markets. Set up by co-founders Ranvir Singh and Matthew Cheung in 2005, RANsquawk has a team of 10 professional analysts who will act as your eyes and ears on the markets. We have over 20,000 listeners globally ranging from the biggest hedge fund managers in the world to top tier investment banks, prop traders, fund managers, brokers and individual traders. Our 10 experienced analysts man the desk from 0600 London time / 0000 Central time to 2130 London time / 1530 Central time monitoring over 40 screens of market relevant information comprising of hundreds of newswires, websites, and blogs. They filter out the noise delivering you only the most pertinent market moving information. Get the iPhone APP We will be your eyes and ears so you can spend your time trading/broking. We also speak to journalists, traders, brokers and analysts keeping our fingers on the pulse of the market looking for market rumors, flows and breaking stories. With our audio, combined with a proprietary headline news feed and daily research and videos, RANsquawk will become your most invaluable trading tool. We will be your ultimate protection against expected and unexpected market moves. Anthony Cheung joined JP Morgan on their graduate recruitment program in 2003. He spent 3 years trading FX in London and New York before moving to the London FX analysis team in 2007. Having gained an insight into the FX markets from the institutional side Anthony then joined RANsquawk in 2008 as an FX and equity futures analyst before becoming the company’s youngest ever Head of Market Analysis in 2009/10. Anthony’s exposure to every part of the financial trading world – from trading to analysis and from FX to Equities and Fixed Income – has put him in a fantastic position to be able to teach others about how the financial markets operate from an insider’s point of view. He can tell you how to differentiate between what you really need to know to make yourself into a successful trader and what are simply advertising gimmicks from other financial experts simply designed to make you part with your cash.   Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....