Author: Andrew Horowitz

TDI Podcast: Fallacy of Composition (#893)

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham.

In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed...

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TDI Podcast: Inflation Realities (#892)

Ed and Andrew discussed the potential impact of inflation on the economy.

Unpredictable environments and the potential impact of low inflation on market trends.

Lastly, we debated the what is the long-term impact of AI on productivity and market trends.

And our guest – Ed Easterling of Crestmont Research

Ed Easterling is the founder...

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TDI Podcast: A Taxing Development (#891)

GDP Numbers may be coming in hot.

More new highs for markets.

2 weeks away from the presidential election.

This week’s guest, Tax Expert – Dan Pilla.

Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”

Dan Pilla’s primary calling is that of tax...

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TDI Podcast: THE Briefing (#890)

New Highs across the board – (Big Caps – not the small caps).

China stocks get obliterated.

Rates moving up – CPI report….

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

Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and...

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TDI Podcast: Bearishness Reasoned (#889)

Shocking – Rates running higher on better then expected jobs report.

Oil on the move as the Middle East conflict intensifies.

China and Emerging Markets on Fire – breaking out from long base.

This week’s guest – Tim Knight – a self proclaimed Permabear.

Tim Knight has been charting and trading since...

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