The Disciplined Investor Podcast

Rocky Road as inflation kick in hard.

The weight of the debt is overwhelming.

Banks, tech and earnings in the spotlight….

Thinking about your brain on finance… A great topic to discuss with our Guest – Dr. Daniel Crosby – Chief Behavioral Officer with Orion.

Read this episode’s Podcast Summary and Notes

Dr. Daniel Crosby is a psychologist and behavioural finance expert whose work lives at the intersection of mind and markets. He is the New York Times bestselling author of four books, including The Laws of Wealth, The Behavioral Investor, and The Soul of Wealth – each recognized by the Axiom Business Book Awards as the best investment writing of its release year.

A sought-after speaker, Daniel shares insights worldwide on how human behaviour shapes markets and how understanding psychology can lead to better outcomes for investors and organizations. At home, he is a devoted husband and father of three, a die-hard St. Louis Cardinals fan, an explorer of the American South, and an avid student of Filipino food, culture, and language.

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/

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

Stocks mentioned in this episode: (MSFT), (GOOGL), (BAC), (JPM), (GS), (NVDA), (ASML)

Stocks have been hitting records while the bond market is throwing a fit.

Oil is moving higher as the Fed is trying to figure out what to do next. Something doesn’t quite add up.

This week’s guest – James Stack of InvesTech and Stack Financial Management.

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Recognized as one of the nation’s leading technical analysts, James Stack was formerly a project manager with IBM Research and has a number of domestic and international patents to his credit. After founding financial research firm InvesTech Research in 1979, he began publishing the InvesTech newsletter in 1982 which he continues to lead today. Over the years, InvesTech has earned widespread recognition for its unique analysis of the key forces behind the stock market and its ability to safely guide investors through the most tumultuous times – including the 2008 Financial Crisis, the 2000 Tech Bubble and the 1987 Crash.

In 1994, Jim founded Stack Financial Management (SFM), an affiliate wealth management company which manages over $2B in assets for clients in virtually all 50 states. SFM is considered among the top independent wealth advisors and has consistently been ranked on Barron’s “Top 100 Independent Advisors” in the U.S. and Forbes list of “America’s Top 250 Wealth Advisors”.

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: (IBM), (CAT), (AVGO), (NVDA), (MSFT), (GDX), (XLE), (XLV), (XLP), (XLU), (XLI), (EFV)

Here we go – the start of the final 3 months of 2026.

A look back to look ahead.

What to expect – when investing…

We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics

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Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in behavioral analytics and works with many of the world’s largest investment managers. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as CIO of Avocet Capital Management, a technology hedge fund). She’s the co-author of “Stock Market Maestros: The winning habits, strategies, and mindsets of the world’s best investors” (2026).

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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: (SPY), (QQQ), (NKE)

Danger Will Robinson – Rates, Prices and Diesel…

Somehting is going to break says our guest.

A plethora of stocks…

And our guest – Frank Curzio – Curzio research…

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Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.

Check out his newsletters. (Free trial subscriptions available)

He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.

Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.

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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: (NKE), (RKT), (LOW), (TME), (WYNN), (LVS), (RRR), (MCD), (PNR), (STZ), (DKS), (FLUT), (VIVO), (DGX), (UEC), (DIS), (PSKY), (NFLX), (AAPL), (KO), (LULU), (WMT), (AMZN), (GOOGL), (COST), (TGT), (FDX), (UPS), (KBH), (LEN)

The Debt Story Is Worse (and Better) than the Headlines.

The Fed is boxed in and it Feels like Economic Indigestion.

Oil-  could we get to $120 …. and then what?

And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.

A leading expert on the international monetary system and global finance, his research covers the history of global financial crises, the international monetary system, economic history, and the causes and consequences of populism.

Dr. Eichengreen holds fellowships from several institutions, including the National Bureau of Economic Research and the American Academy of Arts and Sciences, and has previously served as a Senior Policy Advisor at the International Monetary Fund (IMF).

Learn More at http://www.ibkr.com/funds

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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (V), (MA), (GLD), (QQQ), (USO)

Total PPI was up 5.4% year-over-year, up from 4.8% in July.

Yes, we have inflation.

Oil rocking higher – WTI breaks above $100+

Asking: Do you really know your funds?

Our guest this week – David Gaffen, Breaking 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 almost two decades. 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.

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

Stocks Mentioned in the Episode: (EEM), (SPEM), (LEN), (DHI), (SKHY)

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Market Complacency, Private Credit, FOMO Insurance.

Fed Policy, Bond Buybacks, Operation Twist.

Commodity Crunch, Hidden Volatility, Market Sinkhole – want more? Listen to this episode and you may find out about what lurks underneath the surface…

Looking into the WHO CARES economy with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick.

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Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm’s trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm’s holding company.

Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker.  He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence.  Much of Steve’s career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist.

Steve has guest authored several columns in Barron’s and made numerous live appearances on Bloomberg TV and Radio, CNBC.

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), (SLV),(AAPL), (BX), (CVX), (GOOGL), (IBM), (IBKR), (META), (MSFT)

Operating Twist  becomes Operation FAIL.

NVDA Earnings and other interesting stuff.

We get into the real facts about our oil reserves.

Asset Allocation finally explained with our guest -Tom Nelson, Senior Vice-President and head of asset allocation portfolio management at Franklin Templeton.

Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.

He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.

Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.

Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.

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

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Stocks Mentioned in the Episode: (NVDA), (DELL), (SNDK), (MU), (MSFT), (AAPL), (AMZN), (META), (GOOGL), (XOM), (CVX), (BTC-USD), (GLD), (SLV)

A tongue twister of a move – Bessent’s Big Bond Blunder (say that a few times).

Bitcoin moving higher – not for the reasons you think.

The shine is off the penny – Investors rethinking their tech bets.

This week’s guest – all over SpaceX, Tesla and the latest tech is  – Ross Gerber of Gerber Kawasaki.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America.

Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.

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

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Looking for style diversification?

Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA), (SPCX)

NUA – Never pay tax on Company stock in your 401k – let’s dive in.

Kinetic to Economic – all the war time buzzwords.

Are Massive Sovereign Debtloads choking future growth?

We get to that with our Guest – listener fav Satyajit Das.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

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

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), (SLV), (SPY)