{"id":55211,"date":"2022-04-10T17:44:17","date_gmt":"2022-04-10T21:44:17","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=55211"},"modified":"2022-04-29T11:15:48","modified_gmt":"2022-04-29T15:15:48","slug":"tdi-podcast-no-end-in-sight-761","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2022\/04\/10\/tdi-podcast-no-end-in-sight-761\/","title":{"rendered":"TDI Podcast: No End In Sight (#761)"},"content":{"rendered":"<p>Is it the 1970&#8217;s all over again? Our guest, Octavio Marenzi thinks that this is going to be a long slog as inflation persists. Is a recession coming sooner than we think?<\/p>\n<p>We talk Vienna Hot Hogs and a report back from Andrew&#8217;s Bimini trip.<\/p>\n<p>Plus &#8211; covering crypto exchanges and the Bitcoin 2022 conference.<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-54929 size-medium\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-300x100.png\" alt=\"TDI Podcast on Apple Podcasts\" width=\"300\" height=\"100\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-300x100.png 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-610x204.png 610w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts.png 677w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><!--more--><a\n<\/a><\/h3>\n<hr \/>\n<div class=\"text-box\">\n<p><strong>Octavio Marenzi<\/strong>\u00a0is the co-founder and CEO of <strong><a href=\"http:\/\/www.opimas.com\">Opimas<\/a><\/strong>. He directs the firm&#8217;s research in the areas of equities trading, asset management, and regulation.<\/p>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-55212 alignleft\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2022\/04\/marenzi.jpg\" alt=\"\" width=\"160\" height=\"164\" \/>Octavio has performed a variety of consulting engagements including the: Creation of an international expansion strategy for a major US derivatives exchange.<\/p>\n<div class=\"row\">\n<section class=\"twocolumns\">\n<div class=\"col-sm-6 col-xs-12\">\n<div class=\"info-area\">\n<p>Prior to founding Opimas, Octavio was the founder and CEO of Celent, which was acquired by Oliver Wyman. At Oliver Wyman, he served on the firm\u2019s management committee, overseeing 2,000 consultants globally. Previously, he worked at UBS in their asset management division in Zurich, as well as at Booz, Allen &amp; Hamilton\u2019s financial service group in New York. He received his MSc and BSc degrees in mechanical engineering from MIT.<\/p>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/ommarenzi\" data-size=\"large\" data-show-count=\"false\">Follow @ommarenzi<\/a><script async=\"\" src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-size=\"large\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><br \/>\n<script src=\"\/\/platform.twitter.com\/widgets.js\" async=\"\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Looking for style diversification?<\/strong> More information on the <strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/\">TDI Managed Growth Strategy<\/a> <\/strong>&#8211; https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/<\/p>\n<p style=\"text-align: center;\"><strong><a href=\"https:\/\/envestology.com\/\">eNVESTOLOGY<\/a> Info<\/strong> &#8211; https:\/\/envestology.com\/<\/p>\n<p style=\"text-align: center;\"><strong>Friday Pre-Market Run-Down Webinar <a href=\"https:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/\">Registration <\/a><\/strong>&#8211; https:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/<\/p>\n<hr \/>\n<p style=\"text-align: center;\">Stocks mentioned in this episode: (APPL), (BTCUSD), (SPY), (TLT)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_5187\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('5187','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55211-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode761.mp3\">Download<\/a> (Duration: 57:09 &#8212; 52.6MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Is it the 1970&#8217;s all over again? Our guest, Octavio Marenzi thinks that this is going to be a long slog as inflation persists. Is a recession coming sooner than we think? We talk Vienna Hot Hogs and a report back from Andrew&#8217;s Bimini trip. Plus &#8211; covering crypto exchanges and the Bitcoin 2022 conference.<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_5188\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('5188','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55211-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode761.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode761.mp3\">Download<\/a> (Duration: 57:09 &#8212; 52.6MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":55214,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9,296],"tags":[482,297],"class_list":["post-55211","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts","tag-show-notes","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=55211"}],"version-history":[{"count":4,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55211\/revisions"}],"predecessor-version":[{"id":55231,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55211\/revisions\/55231"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/55214"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=55211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=55211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=55211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}