『The Disciplined Investor Podcast』のカバーアート

The Disciplined Investor Podcast

The Disciplined Investor Podcast

著者: Andrew Horowitz and guests - Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith McCullough TDI
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The Disciplined Investor Podcast2025+ マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 政治・政府 経済学
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  • TDI Podcast: Schiff’s Debt Reckoning (#980)
    2026/07/05

    Jobs report out a day early and a little soft.

    New revelation about data-center capacity smack tech shares.

    June ends on an upbeat note – July is very interesting so far.

    Our guest, Peter Schiff of Echelon Wealth Partners .

    NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

    Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently on Fox News, Fox Business, CNBC, CNN, and other financial and political news outlets.

    Peter is a highly recommended broker by many leading financial newsletters and investment advisory services and achieved national notoriety in 2008 as being one of the few economists to have accurately forecast the financial crisis well in advance. Between 2004 and 2006 he had made numerous high-profile statements predicting the bursting of the real estate bubble, significant declines in national real estate prices, the collapse of the mortgage market and the banking sector, the bankruptcy and bailout of Fannie Mae and Freddie Mac. Peter has authored several best-selling books including Crash Proof, Crash Proof 2.0, How and Economy Grows and Why it Crashes, The Little Book of Bull Moves in Bear Markets, and The Real Crash. He also served as an economic advisor to the 2008 Ron Paul presidential campaign.

    Check Out EuroPacific Asset Management

    Follow @andrewhorowitz

    Check this out and find out more at: http://www.interactivebrokers.com/

    Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

    Stocks mentioned in this episode: (GLD), (SLV), (BTCUSD), (GOOG), (MU), (INTC), (META), (ORCL)

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    1 時間
  • TDI Podcast: The Briefing Trader (#981)
    2026/07/12

    War is back on – Oil on the rise.

    Some are saying AI trade has peaked – I have some thoughts on that.

    Earnings season is just days away.

    We will talk about that with our guest – Gavin Maguire, Senior Analyst at Briefing.com.

    NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

    Gavin has more than 20 years of market experience with Briefing.com, contributing real-time commentary to the Live In Play page and helping monitor market-moving news, rumors, economic data, earnings reports, geopolitical developments, and broader macro events that shape investor sentiment and market direction.

    For Briefing Trader subscribers, Gavin provides daily trading and investment ideas under the EVENT custom ticker, with a focus on day trades in the major indices, including the S&P 500, along with select longer-duration opportunities in ETFs and individual stocks.

    In addition, Gavin hosts The Sentiment & Flow Show on Briefing.com’s Trader Audio, where he examines market structure, options flow, positioning, and investor sentiment to provide a top-down view of current market trends and identify where markets may be headed next. The show combines technical analysis, options activity, macroeconomic developments, and institutional positioning to help traders better understand the forces driving price action. He graduated from the University of Scranton in Pennsylvania and is based in North Carolina.

    Check Out Briefing.com (Free Trial)

    Follow @andrewhorowitz

    Check this out and find out more at: http://www.interactivebrokers.com/

    Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

    Stocks mentioned in this episode: (GLD), (ORCL), (META), (SPY), (NKE), (GOOGL), (BKRB)

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    1 時間 4 分
  • TDI Podcast: McClellan’s Quiet Market Trap (#982)
    2026/07/19

    The High cost of investing – how to keep more of what you make

    The tech trade is in tatters – chips entering correction.

    Earnings rolling in – investors seeing both sides of the story.

    And our guest this week – Tom McClellan of the McClellan Market Report.

    NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

    Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.

    In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.

    The signup link is http://mcoscillator.com

    Check this out and find out more at: http://www.interactivebrokers.com/

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

    Stocks mentioned in this episode: (AAPL), (SPCX), (SPY)

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    56 分
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