The Disciplined Investor

TDI Podcast: One Sided (#859)


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Markets moving – pros thinking about hedging - March is here and thinking about consolidation potential
AI hype continues and continues…
This week's guest is Thomas Thornton - Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.
Follow @TommyThornton
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: (NVDA), (AAPL), (GOOGL), (BA), (META), (CSCO)
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The Disciplined InvestorBy Andrew Horowitz - Host

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