Author: Andrew Horowitz

TDI Podcast: Conviction vs. Courage (#967)

Sitting on hands – maybe a good idea right now.

Confidence vs. courage in your investment process.

A look at Q1 markets and economics.

Thomas Thornton, Hedge Fund Telemetry is this week’s guest.

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Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with...

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TDI Podcast: Prepping for 1973 (#966)

A one sided peace plan? Let’s hope not…

Inflation estimates in the 5% range and climbing.

Private markets, credit and the same story all over again.

And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap?

 

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Follow @andrewhorowitz

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TDI Podcast: Grocery Inflation Bomb (#965)

PPI just exploded higher.

Florida Freeze about to hit our wallets.

The Fed is on hold but not happy.

And the War carry’s on…

Our guest this week – David Gaffen, Breaking News editor at Reuters.

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David Gaffen is the U.S. breaking news companies editor at...

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TDI Podcast: Thomas Peterffy Unfiltered (#964)

Oil’s Big move – one for the record books.

Markets in a slight panic – not too worse for ware.

Inflation numbers are out – but does anyone care?

And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers.

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Thomas Peterffy...

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TDI Podcast: Gerber on Ai, Tech and War (#963)

War and Markets – Not a great mix

South Korea tumbles the most in history

Inflation risk is real again – the Fed’s quandary is real

Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki.

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