{"id":55258,"date":"2022-05-29T20:38:09","date_gmt":"2022-05-30T00:38:09","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=55258"},"modified":"2022-05-29T20:38:09","modified_gmt":"2022-05-30T00:38:09","slug":"tdi-podcast-prioritize-the-process-768","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2022\/05\/29\/tdi-podcast-prioritize-the-process-768\/","title":{"rendered":"TDI Podcast: Prioritize The Process (#768)"},"content":{"rendered":"<p>VIX hanging below 30 \u2013 interesting with this much daily pain over the past weeks.<\/p>\n<p>Rates on 10yr backing up \u2013 just as we thought &#8211; now look at them!<\/p>\n<p>Markets may be poised for a contra-trend move here\u2026. Need a gentler Fed and a couple more weak data points.<\/p>\n<p>Guest- Clare Flynn Levy from Essential Analystics.<\/p>\n<h3><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><\/h3>\n<p><!--more--><\/p>\n<hr \/>\n<p><a href=\"https:\/\/www.essentia-analytics.com\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-52621\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/07\/Clare-Flynn-Levy-CEO-Founder-Essentia-Analytics-300x300.jpg\" alt=\"\" width=\"156\" height=\"156\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/07\/Clare-Flynn-Levy-CEO-Founder-Essentia-Analytics-300x300.jpg 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/07\/Clare-Flynn-Levy-CEO-Founder-Essentia-Analytics-150x150.jpg 150w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/07\/Clare-Flynn-Levy-CEO-Founder-Essentia-Analytics.jpg 350w\" sizes=\"auto, (max-width: 156px) 100vw, 156px\" \/><\/a>Clare Flynn Levy\u00a0 &#8211; Prior to founding <strong><a href=\"https:\/\/www.essentia-analytics.com\/\">Essentia<\/a><\/strong>, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately &#8216;went native&#8217; into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare&#8217;s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.<\/p>\n<p><strong>About Essentia Analytics<\/strong><br \/>\n<a href=\"https:\/\/www.essentia-analytics.com\/\">Essentia Analytics<\/a> is a leading provider of behavioral data analytics and consulting for professional investors. Led by a team of experts in investment management, technology and behavioral science, Essentia combines next-generation data analytics technology with human coaching to help active fund managers measurably improve investment decision-making.<br \/>\nEssentia Analytics is an award-winning financial technology company that provides behavioral analytics services to professional investors.<\/p>\n<p>In investment management, as in elite sports, consistent outperformance requires a data-driven feedback loop and a cycle of continuous improvement: decisions are made, performance is assessed, behavioral factors and biases are identified, processes are optimized, and the next decision is made.<\/p>\n<p>Smarter, more focused, more efficient, better.<\/p>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/cflynnlevy\" data-size=\"large\" data-show-count=\"false\">Follow @cflynnlevy<\/a><script src=\"\/\/platform.twitter.com\/widgets.js\" async=\"\" 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><\/p>\n<p><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<hr \/>\n<p>Stocks mentioned in this episode: (TJX), (ROST), (AMZN), (TWTR), (SNAP), ROCKU), (GNRC), (DKS), (M), (NVDA), (WMT), (TGT)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8169\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode768.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8169','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode768.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_episode768.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55258-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode768.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode768.mp3\">Download<\/a> (Duration: 56:08 &#8212; 51.7MB)<\/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>VIX hanging below 30 \u2013 interesting with this much daily pain over the past weeks. Rates on 10yr backing up \u2013 just as we thought &#8211; now look at them! Markets may be poised for a contra-trend move here\u2026. Need a gentler Fed and a couple more weak data points. Guest- Clare Flynn Levy from [&hellip;]<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8170\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode768.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8170','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode768.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_episode768.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55258-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode768.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode768.mp3\">Download<\/a> (Duration: 56:08 &#8212; 51.7MB)<\/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":55263,"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":[478],"class_list":["post-55258","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts-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\/55258","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=55258"}],"version-history":[{"count":4,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55258\/revisions"}],"predecessor-version":[{"id":55262,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55258\/revisions\/55262"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/55263"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=55258"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=55258"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=55258"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}