Author: Andrew Horowitz

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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TDI Podcast: AI Unplugged (#920)

The Art of the Steal?

Powell holds firm on rates.

Big announcement – UK deal – or was it?

China meeting set for this weekend – looks like a lit of hot air.

This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research.

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TDI Podcast: Audit Defense (#919)

BOOM Tech earnings– a few big winners here!

GDP goes negative – jobs numbers – pockets of concern.

Yields down and the Fed is in play again.

Tax Season ended, but it is never really over

This week’s guest, Tax Expert – Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Daniel Pilla...

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TDI Podcast: What Comes Next (#918)

What a mess – markets under siege.

Powell attacked, then a reversal – one week policy reversals.

Market now pushing policy – Team Trump wakes up to reality.

This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.

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Patrick has been with Briefing.com since...

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