The Disciplined Investor

Jason Raznick, founder of Benzinga  is this week's guest. With a multi-front law (Ukraine, Russia, Inflation) there is plenty of opportunity as well as pitfalls. The Fed! The Fed! Yes, the Fed is in play again (RANT ALERT!)... SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor Jason Raznick is the founder of Benzinga, a media and data technology startup empowering a new generation of investors. Raznick launched Benzinga.com in 2010, and it has since grown to become a hub for actionable information on the capital markets with approximately 2 million readers a month. Benzinga.com is supported by a high-speed newswire, Benzinga Pro, which is home to exclusive market-moving news. Raznick is a graduate of the University of Michigan, where he started multiple companies. He has been quoted in a variety of financial news publications, such as CNBC, the Wall Street Journal, and the New York Post. Raznick has been named to the Crain's Detroit Business 40 Under 40 list as well as the DBusiness 30 in Their 30's list. Benzinga is based in Detroit, and Raznick is dedicated to helping rebuild Detroit as a hub of technology and finance. Start your Free Trial of Benzinga Pro Benzinga Cannabis Conference Register HERE and Use Code TDI for 30% Off DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (AMC), (GME), (RBLX), (MTTR). (FB)

Stephen Leeb is our guest - discussing gold, but not the way most do. I ask an important question - what he would prefer to take down in the bunker? - Tuna in oil, crypto or gold? Stephen Leeb (www.stephenleeb.com) is the author of China’s Rise And The New Age Of Gold: How Investors Can Profit From a Changing World and editor of the award-winning publication, The Complete Investor. The author of eight previous books, Leeb is known for his prescience in uncovering overlooked trends and explaining what they mean for investors, often going against conventional wisdom. He predicted the bull market that started in the 1980s in his book Getting in on the Ground Floor; foresaw the tech stock crash in Defying the Market: Profiting in the Turbulent Post-Technology Market Boom; and forecasted the 2008 subprime mortgage crisis in his New York Times bestseller, The Coming Economic Collapse: How You Can Thrive When Oil Costs $200 a Barrel, co-authored with Glen Strathy. Leeb is a graduate of the University of Pennsylvania’s Wharton School of Business and holds a Ph.D in psychology and master’s in mathematics from the University of Illinois. He’s a frequent guest on national financial shows and a speaker at major conferences. Follow @dr_leeb DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (GLD), (GDX), (SPY), (SLV)

Another Fed trial balloon pops markets. Inflation coming in hot – although off of a low base. Wacky action in yields, but markets are still holding tough - sort of. Our guest today – Thomas Thornton from Hedge Fund Telemetry SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton DECEMBER 2021 Outlook - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode:

Good earnings – trumped by some ugly action with a happy ending. Make it stop...make it stop! Cries of January heard. Looking at risk, and in particular, one that may be causing all of your recent portfolio problems. UK rates up, Euro Stays steady and who knows about the U.S. after the latest job print. Some listener questions…. DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (FB), (AMZN), (AAPL), (SNAP) (XLE)

Vitaliy Katsenelson is this week's guest. The good news is that January is just about ova' ! What will February bring? Wednesday was FOMC day – So what did they actually say, how is this turning into an epic policy mistake? SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor Born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream of doing anything else. He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his  CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first, he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job. He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on. He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows. Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007). Follow @vitaliyk DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registr...

Markets breaking down – some stocks spinning out of control. Looks like rates are over-reacting – not following the data at all. But, the talking heads are all a flutter –with opinions on all sides Some practical tips on navigating though a correction - yes a correction like we are seeing right now. DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode:

An epic bounce attempt – investors considering what is next. At the same time, inflation jumps – locksdowns crimp global supply chain. CES concludes and some pretty cool tech coming our way and  helping us to discover what is next, our man on the CES street – Frank Curzio, from Curzio Research. SeedInvest - The curated equity crowdfunding platform, helping entrepreneurs raise the capital they need from Seed stage to Series D by harnessing the awesome power of the crowd. Learn More At https://info.seedinvest.com/investor 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'ss 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 DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (RBLX), (IWM), (JPM), (QCOM), (PTON), (ZM), (TSLA), (AAPL), (GM), (F)

Flipity Flopity – The Year Starts a Slopity. Smacking the Tech as rates rise pretty rapidly - the stealth correcdtion that you need to be taking notes on. The economy looks great – the question is: why are stocks falling? Some thoughts on the January Effect... DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (RBLX), (MTTR), (FB), (MSFT), (COIN), (GME), (ZM), (DOCU), (PTON)

Wrapping up a great year – Goodbye to 2021 and HELLO to 2022! In this episode, we take a moment to sharpen the saw – a deep dive looking at the tools of the trade that can help with research, charting, news and more. Starting out the year on the right foot... DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (XYZ), (SPY), (QQQ)

If you had to hire yourself after the job you did with your portfolio - would you? Are you making resolutions again? How about for 2022 we make some commitments to ourselves? A quick exercise on this and what to do when your portfolio makes outsized moves. End of year - what to make of the volatility - how to handle the risk. Maybe we should be asking different questions..... Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (XYZ), (SPY), (QQQ)

Investors panic to cover shorts, then panic sell. Turkey drops rates again, market plunges The Fed, The Fed and The Fed - - and our guest, Danielle DiMartino Booth takes us through the implications of the Fed's recent decision. Danielle DiMartino Booth is CEO and Chief Strategist for Quill Intelligence LLC, a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. Since inception, commentary and data from DiMartino Booth’s The Daily Feather have appeared in other financial sources such as Bloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi DECEMBER 2021 - WEBINAR REPLAY Follow @andrewhorowitz Looking for style diversification?

Wild and wacky – best week for markets in months with raging volatility. Weed, crypto, NFTs, EVs and the Metaverse. Ross is naming names and has one stock in particular that he may be adding to his portfolio. The VIX – drops from 35 to sub 20, Inflation – definitely not transitory at over 6% YoY. Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America*. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS. A Look Ahead to 2022 REGISTER for the Webinar Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (HOOD), (ARKK), (LIDR), (LEN), (MTTR), (TSLA), (MJ)

The last month of 2021 and not the best start.  Is it the Fed or is it Omicron that is punishing markets? – a little debate Wrapping up the Back to Basics Series – thank for the comments and kind notes. Great guest coming up next week – fun topics. Plus we take a look at the investing process as markets change complexion. A Look Ahead to 2022 REGISTER for the Webinar Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (DOCU), (TSLA), (ASAN)

The fourth of a four part series - Back to Basics. Stocks, bonds, ETFs, mutual funds - which one is best? We got you covered as we discuss the basics of some of the important categories of investments. We also have some incredible listener mail - a few special letters. Financial engineering, rates and inflation are also in focus in this episode. A Look Ahead to 2022 REGISTER for the Webinar Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ OurCrowd's investment professionals leverage their extensive network to review some of the most promising private companies and startups in the world. Check it out at http://www.ourcrowd.com/tdi Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (DDS), (AAPL), (AAL), (DAL), (PEP), (KO), (HD), (LOW), (SPY)

The third of a four part series - Back to Basics. This is a great discussion with Kevin Hoffmann about "ways to Save" and the Lobster Trap Savings approach. We start with a basic discussion of how to begin with a systematic savings plan and then work our way to 401ks and retirement planning. A Look Ahead to 2022 REGISTER for the Webinar Kevin Hoffmann is a key member of the Horowitz & Company, Inc. team. Kevin began his financial career in May of 2001 working on the floor of the Chicago Board of Trade. Kevin now heads operations, research and analytics for Horowitz & Company, Inc.. 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. Kevin has been central to the development of the eNVESTOLOGY program for Horowitz & Company. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (AAPL), (META)