Author: Andrew Horowitz

TDI Podcast: The Ozempic Economy (#830)

Market action is going from bad to worse.

Wondering about inflation – yes inflation.

Another government shutdown looms – what happens next?

And our guest – Ed Easterling of Crestmont Research

Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the...

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TDI Podcast: Silver Linings (#829)

48 hours in Nashville.

Mega-Caps puke up some of the recent gains – then try for a little run.

Potential for reflation – watch for that word…  Not seeing and significant drop in CPI.

Our Guest today is Lou Basanese – President of Public Ventures, LLC.

Lou is a well-known thought leader and advocate...

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TDI Podcast: Navigating Discipline (#828)

The USA debt rating is CUT!

Most earnings are out and we have the results.

Weekly oil inventories – largest draw-down EVER!

Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk.

Mr. Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the...

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TDI Podcast: Silent Barks (#827)

Bank of Japan spooks investors.

DJIA breaks it winning streak – almost had the all-time record.

News to use, valuations to value.

Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA)

David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the...

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TDI Podcast: Tech Washing (#826)

The AI tech wash is getting old.

Earnings in and so far, no surprises. One sell off day in a sea of buying.

A recap of my discussion with Goldman Sachs.

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

 Stocks mentioned in this episode: (AAPL), (MSFT),...

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