Author: Andrew Horowitz

TDI Podcast: Fix That Alpha Leak – Essentia Analytics (#621)

Clare Flynn Levy, CEO of  Essentia Analytics explains why behavior tracking is essential to better performance. Just like elite athletes, investors need a data-driven feedback loop to improve.

We also cover listener questions in the episode as well as economics, earnings and plenty more.

Prior to founding Essentia, Clare spent 10 years...

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DHUnplugged #465: How Does This Square?

Earnings season is here! Banks reporting that net interest margin is taking a hit. Massive outflows from equity funds – but markets hitting new highs – what is this about? Insights on these latest developments and more… PLUS we are now on Spotify ! See this week’s stock picks HERE...

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Pinocchionomics

Over the course of many years, we were led to believe that relying on economic data out of China was a fool’s errand.  While we all witnessed the incredible growth of the Chinese real estate market, we eventually found out that it resulted in hundreds of miles of empty apartment...

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TDI Podcast: Cannabis Flower Power (#620)

Cannabis Life Sciences CEO Andrew Glashow is our guest this episode. We look at trends in the marijuana industry and what he sees ahead for the sector.

Equity indices are making all-time highs with record amounts of money pulled from stock funds and ETFs – how does that square?

Plus, we take...

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DHUnplugged #464: Failed Experiment

Massive losses have plagued EuroZone banks for years – one bank is getting closer to the end of  is life span. Plenty of economic news coming up and earnings season is about to get underway. Negative yields provide an interesting Arbitrage opportunity – that is helping one specific country. PLUS...

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