Author: Andrew Horowitz

TDI Podcast: Prioritize The Process (#768)

VIX hanging below 30 – interesting with this much daily pain over the past weeks.

Rates on 10yr backing up – just as we thought – now look at them!

Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points.

Guest- Clare Flynn...

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DHUnplugged #607: A Total Shitshow

What are they thinking? Drying up liquidity into a time of war, pandemic and a slowing economic backdrop – dumb.

Markets worried that the latest pre-announcement are more than isolated. Retail-apocalypse.

A coupe of limericks…

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

DHUnplugged is...

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TDI Podcast: A Very Special (#767)

This is a first! We are rebroadcasting this recent Client Webinar/Update. So much information that needs to be shared and great Q&A session.

Getting over a non-covid flu or something – kicking my butt though.

Retail apocalypse – could mean deflationary conditions are ahead…

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Looking for style diversification?...

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DHUnplugged #606: Broken Gentleman’s Agreement

TwitDrama is still going strong.

Oil prices are back up and this is cause for some concern.

Massive rebound in small-cap tech, still needing of stabilization before investors willing to trust this market condition.

Bernanke in an unusual twist….

PLUS we are now on Spotify and Amazon Music/Podcasts!

Click HERE for Show Notes and Links

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TDI Podcast: The Invisible Hand Part 1 (#766)

David Tepper – calling the bottom – seems like everyone wants to be the market hero these days.

Panic selling and panic buying – amateur hour out there.

A quick less on Buying the Dip – or maybe not buying the dip.

A best of episode of Andrew’s rants and issues with the...

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