Author: Andrew Horowitz

TDI Podcast: Sharpen the Saw (#925)

AI is coming to finance with some major Shifts to the  investment landscape

Sumo Politics in full force.

We got a  China deal, or did we?

Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers.

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Steve Sanders is Executive Vice President of...

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TDI Podcast: Skin In The Game (#924)

How to invest, research and do it with skin in the game.

Is the USD vulnerable? You may be surprised by the answer.

How to identify under-the-radar opportunities.

Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.

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Frank Curzio can be reached...

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TDI Podcast: How Not To Invest (#923)

The tariff saga continues – we got the The TACO trade and the courts now.

The Big Beautiful Bill – in jeopardy.

May was a jolly good month – equities ripped higher.

Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author.

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TDI Podcast: A Familiar Feeling (#922)

The economy looks okay – retailers say otherwise.

The BIG Beautiful bill is on its way through the sausage factory.

Spec Tech (like quantum stocks) still in rally mode.

Guest: Tom Nelson, Franklin Templeton Funds

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Tom Nelson is a senior vice president and head of...

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TDI Podcast: Consistency Pays (#921)

Consistency pays and it should be a basic discipline.

Let’s talk about process and the plan.

Deals and congressional actions are front and center.

And our guest – Ed Easterling of Crestmont Research.

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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based...

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