The Disciplined Investor

The Disciplined Investor Podcast
Website : https://thedisciplinedinvestor.com/blog/blog-posts/
IPFS Feed : http://ipfspodcasting.net/RSS/346/TheDisciplinedInvestor.xml
Last Episode : May 4, 2025 7:30pm
Last Scanned : 3.2 hours ago


Episodes
Episodes currently hosted on IPFS.
TDI Podcast: Audit Defense (#919)
BOOM Tech earnings– a few big winners here!
GDP goes negative – jobs numbers – pockets of concern.
Yields down and the Fed is in play again.
Tax Season ended, but it is never really over
This week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
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 litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved.
As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan's Website
Follow @danieljpilla
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: (META), (AMZN), (NVDA), (MSFT)
Published Sunday
TDI Podcast: What Comes Next (#918)
What a mess – markets under siege.
Powell attacked, then a reversal – one week policy reversals.
Market now pushing policy – Team Trump wakes up to reality.
This week's guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play.
Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report.
Patrick is a graduate of Vanderbilt University and is located in Chicago.
Follow @Briefingcom
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (CMG), (IBM), (SPY), (BA), (AMZN), (MSFT)
Published 04/27
TDI Podcast: Dressing it Up (#917)
Tariff Turmoil – not getting much better
Stock Market Chaos – Uncertainty reigns
Recession Alarm – Is this a ticking time bomb?
And our guest – Brian Dress from Left Brain Wealth Management
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams. Brian began his investing career in 2005 and joined Left Brain in 2018. He earned a bachelor’s degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021.
YouTube channel: https://www.youtube.com/@LeftBrainWealthManagement
Research Service, which includes access to our library of 100s of reports, and 5 model portfolios, updated quarterly:
https://leftbrainwm.com/portfolio
FIND OUT MORE ABOUT BRIAN
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: (CRWD), (TSM), (NVDA), (AVGO), (ZS)
Published 04/20
TDI Podcast: Urgent Market Signals (#916)
It only took one week – Tariffs on – Tariffs off again
Huge rally – seemed to give institutions to lighten up
Damaging policies with long term impacts
Some thoughts on emotions and markets
And our Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.
Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)
Published 04/13
TDI Podcast: 10 Trading Rules (#915)
Retaliation on the Retaliatory Tariffs – where does it end?
Eat your vegetables – people!
Put call ratio 1.6 and the VIX hits 45!
Oil – 3-year low.
This week's guest - Tim Knight – a self proclaimed permabear Tim Knight.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.
He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.
He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.
In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.
Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.
https://slopeofhope.com/ and on Twitter at @slopeofhope.
Check this out and find out more at: http://www.interactivebrokers.com/
CHARTS DISCUSSED IN THIS EPISODE
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode:
Published 04/06
TDI Podcast: All Tariffs All the Time (#914)
March needs a miraculous ending to force green.
Tariffs - a means to their own ends. What does that mean?
Gold continues its ascent.
Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.
Our guest this week – David Gaffen, Break News editor at Reuters.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.
In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.
Follow @DavidGaffen
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (GLD)
Follow @andrewhorowitz
Published 03/30
TDI Podcast: Big Cleansing Breath (#913)
Money psychology by way of Buddhist teachings.
Consumer confidence- waning.
Markets - March Sadness with Lag 7.
This week's guest: Wesley Gray - Founder, Alpha Architect.
NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)
Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.
Follow @alphaarchitect
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:
Published 03/23
TDI Podcast: Falling off K2 (#912)
First Level Thinking and how we got into this mess.
A few market thoughts while sipping on tea.
Financial Literacy Month – getting ready.
Guest, Steve Sanders, EVP at Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.
Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account. During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.
Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.
Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.
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: (PLTR), (SPY), GLD), (TOST), (IWM)
Published 03/16
TDI Podcast: Psychological Overload (#911)
Are you better looking than average?
Four (4) big behavior errors and the formula for a happy life.
Recency bias, the Backfire Effect and more fascinating insights.
Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.
Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.
In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone.
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), (USO), (GME)
Published 03/09
TDI Podcast: Survival is Key (#910)
Is it possible to invest like an IVY school endowment?
Factor investing and a new 315 Exchange ETF!
New investor advice – get your pencils sharpened !
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.
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: (GLD)
Published 03/02
TDI Podcast: Self-Licking Lollipops (#909)
Getting close to higher and higher highs...
Economic reports holding strong!
Oil on the move, VIX stable – what could go wrong?
Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Follow @andrewhorowitz
Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother.
His professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.
He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.
He was profiled in Barron‘s, and has been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.
Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).
Follow @vitaliyk
Check this out and find out more at: http://www.interactivebrokers.com/
More information available on Horowitz & Company's TDI Managed Growth Strategy
Stocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)
Published 02/23
TDI Podcast: Pork Chop Speculators (#908)
Surprise Inflation numbers, yet markets shrug it off.
Axing government spending - shuddering entire agencies.
Trend following and the "dumb/smart" money.
Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley Trading
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and "Futures" aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country.
Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader's First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com
Follow @andrewhorowitz
More information available on Horowitz & Company's TDI Managed Growth Strategy
Check this out and find out more at: http://www.interactivebrokers.com/
Stocks mentioned in this episode: (SLV), (GLD), (USO), (UNG), (SPY), (NVDA), (TSLA)
Published 02/16