Markets react to the chance of a rate cut.

Summertime lull was anything but boring.

September and October await – two of the seasonally worst months for markets.

And our guest – Danielle Park, Venable Park Investment Counsel Inc.

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With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author. Danielle is a regular guest on North American media and an energetic keynote speaker on investment markets and money.

She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada.

Danielle Park is the author of the best-selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog: Juggling Dynamite

Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. Over the last decade, Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of financial behaviors.

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Stocks discussed in this episode – (NVDA), (GOOG), (SPY), (QQQ)

Big shoes to fill at the Fed.

Taking pruning sheers to the MoMo names.

Is that it for the year? Digestion phase is upon us.

Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!

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Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.

Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.

In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.

Check out Left Brain Investment Research

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

Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)

Home country bias – not benefiting you this year.

CPI inflation – not as bad on the top line – under the surface more to look at.

Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.

Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management

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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”.

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Stocks mentioned in this episode: (GLD), (SPY), (QQQ), (IWM)

The Bend and Snap – a one day sell-off is all it takes

Services PMI is just about the contraction zone

Economic reports softening – markets begging for a rate cut

This episode’s guest: our good friend , author and former banker Satyajit  Das – all the way from down under

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Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.

Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021)

He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch

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

Stocks mentioned in this episode: (AMZN), (TLT), (AMD), (AAPL), (NVDA)

F1 Racing and the markets.

Earnings, economics and the Fed.

The casino – zero date options.

Thomas Thornton, Hedge Fund Telemetry is this week’s guest.

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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.

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

Stocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)

The first time in history this is happening in India

What is Jim Buying?

A restraint of trade and why commodity prices are cheap

Looking to learn from one of the greats – GOAT!

This episode’s guest: Jim Rogers – The Investment Biker

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Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor.  He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide.  He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University.

After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership.  During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%.  Rogers then decided to retire – at age 37.  Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS’s ‘The Dreyfus Roundtable’ and FNN’s ‘The Profit Motive with Jim Rogers’.

In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records.  As a private investor, he constantly analyzed the countries through which he traveled for investment ideas.  He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers.  Jim also embarked on a Millennium Adventure in 1999.  He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record.  Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip.

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

Stocks mentioned in this episode: (SLV), (GLD), (CMG), (DOW), (KSS), (KOSS), (DHI), (SHW)

Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!

Tariff Fever – Markets don’t really care.

Bitcoin on the move and we will discuss with our guest – Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast.

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Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.

Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co.

In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books.

OPEN BOOK PODCAST ON APPLE

Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director.

Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.

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

Stocks mentioned in this episode: (CRPT), (GNRC), (SPY)

The OBBBA is signed into law.

Letters are going out with a new deadline.

Coming up on earnings season – JPM reporting on the 15th – next week.

And our guest – Larry McMillan – The Options Strategist.

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Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and contributes to his firm’s publications: Daily Volume Alerts, The Option Strategist and The Daily Strategist – derivative products newsletters covering equity, index, and futures options. Finally, he speaks on option strategies at many seminars and colloquia in the United States, Canada, and Europe.

He is often seen on CNBC and Bloomberg TV and is quoted in publications such as The Wall Street Journal, Barron’s, Technical Analysis of Stocks and Commodities, Data Broadcasting’s “Exchange” magazine, Futures Magazine, theStreet.com, Active Trader Magazine and many others.  In 2011, Mr. McMillan received the prestigious Sullivan Award in recognition on behalf of his outstanding contributions to the growth and integrity of the U.S. options markets.

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CHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDI

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

Stocks mentioned in this episode: (AAPL), (NVDA), (JPM), (NVDY), (MSTY)

Jobs Job Jobs  – not too hot, not too cold.

VIX – under 17 – a contra-signal?

The KRI (Key) seems to thing so – overbought at a +5

Guest John Pugliano, host of the Wealthsteading Podcast is our guest.

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John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.

John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science & Engineering from Penn State.

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 – (ABNB), (UBER), (AAPL), (SMR), (OKLO), (CEG), (TSLA), (AMZN), (WMT)

PCE – The Fed’s preferred inflation metric…

The VIX – pricing in smooth sailing – how to hedge…

And commodities – The one most interesting trade right now is…?

Commodities on the move – great time to bring on our guest – Carley Garner of DeCarley Trading

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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

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

Stocks mentioned in this episode: (SPY), (UVXY), (VXX)

Chart mentioned in this episode: