The Disciplined Investor

TDI Podcast 176: Terry Bedford and The Next Leg Down

Andrew Horowitz — Mon, 30 Aug 2010 03:59:01 +0000

Guest: Terry Bedford discusses the direction of the markets from his standppoint and what we are looking forward to. Also, how to invest with this as a back-drop. Andrew starts off with a commentary on current economics, earnings and what is being done in client accounts. What to hold, what to fold….. LISTEN TO PODCAST NOW [...] Related posts:

TDI Podcast 175: Shorting the Yen and Thoughts From Minyanville

Andrew Horowitz — Mon, 23 Aug 2010 03:59:30 +0000

Guest: Kevin DePew, Minyanville discusses a god amount of charting technique as well as direction for various markets and commodities. Silver, Gold, markets and more. Also a closer look at the economics vs. earnings debate. ___ View the 14-minute Virtual Tour of the TDIMG Strategy ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Hold your meetings [...] Related posts:

TDI Podcast 174: The Big Scam – FinReg and EuroStress Tests

Andrew Horowitz — Mon, 16 Aug 2010 03:59:34 +0000

Guest: Satyajit Das confronts the world’s biggest confidence games being played out by the Central banks. We dive into the EuroZone stress tests, FinRg and derivatives. Very insightful indeed. We also spend some time talking about the recent market and what opportunities are available. ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ LISTEN [...] Related posts:

TDI Podcast 173 – Gartman on The Grains and Paired Trade Ideas

Andrew Horowitz — Mon, 09 Aug 2010 03:59:45 +0000

Guest: Dennis Gartman and Tom Grisafi shed some light on the commodity markets.We look at the potential for Russia’s drought and how that will play out on grain prices and opportunities that may come. Wheat higher or lower? What to look at to short, what to seek out for long positioning. NFP data is dissected [...] Related posts:

TDI Podcast 172: Supplemental Materials (pdf)

Andrew Horowitz — Mon, 02 Aug 2010 03:59:16 +0000

These are the supplemental materials that will help you follow along with the conversation regarding the screens and QuantaFundaTechna conversation. If it does not automatically come in the feed (iTunes, Zune etc.) CLICK HERE to download. Listen to Episode 172 – Click HERE Related posts:TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze TDI Podcast 142 [...] Related posts:

TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze

Andrew Horowitz — Mon, 02 Aug 2010 03:55:36 +0000

Guest(s), Robert V. Green, Briefing.com and Kevin Hoffmann, Horowitz & Company. Discussions range from FinReg and the new rules on hedge funds to a Back-to-School style session on QuantaFundaTechna investing. Kevin provides a screen and follow-up analysis of a few stocks that are heavily shorted and what to look for in a possible short-squeeze setup. ___ LISTEN [...] Related posts:

TDI Podcast 171: Michael Santoli (Barron’s) on BUYING BP (BP)

Andrew Horowitz — Mon, 26 Jul 2010 03:59:47 +0000

Guest: Mike Santoli, Barron’s has some ideas as to why BP (BP) may be a value play that has legs. We discuss the economy, stocks and even touch on the GM acquisition of a sub-prime lender. Lots of good insight into markets and current technical levels in this episode. LISTEN TO PODCAST NOW | LISTEN @ [...] Related posts:

TDI Podcast 170 – Stocks That Pop With Curzio

Andrew Horowitz — Mon, 19 Jul 2010 03:59:35 +0000

Guest: Frank Curzio discusses Google (GOOG), Citi (C) , Gold, Euro, China, the economy and more. What are some of the best ideas for the next phase of the market cycle and what stocks should you look at now… Plus, we consider some of the Greece fallout and Frank provides a lesson on how to [...] Related posts:

TDI Podcast 169: Tim Seymour and Emerging Market Plays

Andrew Horowitz — Mon, 12 Jul 2010 03:59:53 +0000

Guest: Tim Seymour, Triogem Asset Management/Emerging Money.com and one the regulars on CNBC’s Fast Money is talking about emerging market plays. Which is his favorite out of China, Russia, Singapore, Taiwan, Turkey and Brazil? Tune in to find out. We also spend some time in this episode looking at what are the major catalysts for [...] Related posts:

TDI Podcast 168: Day Trading and Market Mayhem

Andrew Horowitz — Mon, 05 Jul 2010 03:59:09 +0000

Guest: Fausto Pugliese, CyberTrading University discusses the new day-trader. How has this market changed the game and what are the right moves for today. We also answer a bunch of listener questions and talk about markets and the outlook. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Hold your meetings online for just $49/mo. Try [...] Related posts:

TDI Podcast 167: IBD’s Kate Stalter – A Winning Investment Plan

Andrew Horowitz — Mon, 28 Jun 2010 03:59:42 +0000

Guest: Kate Stalter, Investors Business Daily. We discuss market trends and how to identify winning chart patterns.We also discuss the unique features with IBD and how to use the screening and chart system to improve your results. We go over some basic points like: What is IBD investing all about, how to pick winners and [...] Related posts:

TDI Podcast 166: The Kirk Report – Screening and Trading Ideas

Andrew Horowitz — Mon, 21 Jun 2010 03:59:34 +0000

Guest: Charles Kirk, The Kirk Report discusses some of the ways he chooses stocks, his outlook on the markets and his overall techniques. We cover a lot of ground in this podcast along with the comments on gold and the stellar rise of the shiny metal. Apple (AAPL) is driving higher, is there more to [...] Related posts:

TDI Podcast 165: Harry Dent – Depression Countdown

Andrew Horowitz — Mon, 14 Jun 2010 03:59:00 +0000

Guest: Harry Dent, HS Dent and Andrew discuss demographic economics and the countries that are in danger of entering into a prolonged depression. On the top of that list is the U.S. and several other countries that Harry provides details on. The important takeaway from this episode is when this is all going to occur. [...] Related posts:

TDI Podcast 164: Yves Smith – Naked Capitalism

Andrew Horowitz — Mon, 07 Jun 2010 03:59:36 +0000

Guest: Yves Smith, Naked Capitalism discusses some of the more important points of living in a world of economics and accounting gone wild. We discuss cures for the EuroZone and a take down of the book , The Big Short by Michael Lewis. In this episode, we also explore market conditions and outlook. LISTEN TO PODCAST [...] Related posts:

TDI Podcast 163: Najarian – The Goldman Sachs (GS) Fetish

Andrew Horowitz — Mon, 31 May 2010 03:59:47 +0000

Guest: Jon “DRJ” Najarian discusses the markets, options and some of his favorite stocks. We also get into the markets of late and how Thursday was a day that appeared that all was fixed…but was it? Andrew starts off with some economics and market internals. Lots more…. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - [...] Related posts: