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Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives o...
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Investment Disciplines and Timely Advice.
Listen to The Disciplined Investor, a Business podcast by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI. Stream 52 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives o...

War is on or off – can’t keep track But, nothing has changed with the flow of oil What is the story that markets really telling us ? And our...

10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken. Key Reversal Indicator breaches an important level. Employment, I...

We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..Apri...

Sitting on hands – maybe a good idea right now. Confidence vs. courage in your investment process. A look at Q1 markets and economics....

A one sided peace plan? Let’s hope not… Inflation estimates in the 5% range and climbing. Private markets, credit and the same s...

PPI just exploded higher. Florida Freeze about to hit our wallets. The Fed is on hold but not happy. And the War carry’s on… Our guest...

Oil’s Big move – one for the record books. Markets in a slight panic – not too worse for ware. Inflation numbers are out – but does an...

War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed’s quandary is real Investor...

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed’s next move with our guest – Daniell...

Short week – but full of fun… We have been dancing around the 50-day moving average. A rant is about to happen – oh boy, strap i...

Employment Report Solid The Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author o...

They are calling it Software-mageddon! Digging into the precious metals. Wake up Diversification fans – we have something for you… Che...

The FED – keeps rates unchanged SpaceX announcing IPO plans Investors cautious on CaprEx spending plans And our guest – Frank Curzio – Curzi...

Greenland babble sinks and then boosts markets. Natural Gas prices skyrocket. Small Caps continue to lead markets. Guest Jeremy Kasler- Foun...

Greenland, Iran and Mexico – OH MY Earnings season – yes it is here ! Markets re on fire – all systems go – Get your gold and silver too! An...

Capturing Maduro and Buying Greenland – all in a day’s work! Markets off to a great start – plenty of January to go… Venezuela oil – u...

Prospective Perspective – we are looking ahead by looking back. A new year – what may drive returns into 2026. So many guests, so much wisdo...

Being disciplined pays off. Markets finishing in a good place – ready for 2026. Fun times ahead with a January warning. Inspired by Ma...

The walls are coming down – the house of cards exposed. We have economic data – late but we got it. And that concludes the last full week of...

The Fed cuts and keeps markets guessing. Silver hits a record – up 100% this year. Looking at frameworks and fake transparency. And our gues...

Quick flip and pivot – Fed in focus. Stagflation alert – inflation remains sticky. Unemployment – ADP show massive losses in one category. L...

Tax Relief Boosts Corporate Earnings S&P 500 Financial Performance Analysis Share Buybacks and Market Indices Guest, Howard Silverblatt...

We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on aler...

The Government is back open – is that a good thing? October’s economic data may be lost forever. Investors questioning valuations and the sk...

The Emperor New Clothes – looks familiar. A closer look at valuations Tariffs under fire – Supreme court hearings. And our Guest...

Swiss cheese agreements. Overspending by big tech – could that be their downfall? A rate cut in the dark and AI’s Impact on Futu...

It’s time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, ana...

Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets s...

The government is shutdown – How long this time? The Bubble – how much longer can it last? The healthcare sector gets a needed boost…....

October – will history repeat? New tariffs announced – again. Thinking about 401k plans – innovation or exploitation? And our gu...

Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all th...

The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are...

Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is cr...

We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values – are they a thing? We get...

Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally wors...

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,...

Home country bias – not benefiting you this year. CPI inflation – not as bad on the top line – under the surface more to l...

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...

F1 Racing and the markets. Earnings, economics and the Fed. The casino – zero date options. Thomas Thornton, Hedge Fund Telemetry is t...

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...

Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course! Tariff Fever – Markets don’t really car...

The OBBBA is signed into law. Letters are going out with a new deadline. Coming up on earnings season – JPM reporting on the 15 th – next we...

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 Gues...

PCE – The Fed’s preferred inflation metric… The VIX – pricing in smooth sailing – how to hedge… And commodities – The one most i...

The Presidential Cycle and the sectors that may benefit. Taking a look at the Longevity Paradox Tariffs and Inflation – is it all a ho...

AI is coming to finance with some major Shifts to the investment landscape Sumo Politics in full force. We got a China deal, or did we? Seek...

How to invest, research and do it with skin in the game. Is the USD vulnerable? You may be surprised by the answer. How to identify under-th...

The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month –...

The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum...
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The Disciplined Investor is listed as a Business show. The show language is listed as English.
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