Andrew Horowitz And Guests Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith Mccullough Tdi public
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Finally, an up week for markets – but still squirrelly. Oil Down, commodities down, VIX hanging under 30. Gas tax holiday announced and other bad ideas coming your way Guest, Fed Insider Danielle Dimartimo Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intellig…
 
Trial balloons, leaks and 75 basis points. Central banks are in a tizzy – market gyrations making me dizzy. Key Reversal Indicator – would you look at that! And, a review of current economic conditions. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/…
 
Haircuts – why you don’t do them yourself. Two trends that will benefit from high inflation and why billions of $$ will start flowing into Bitcoin. Frank Curzio is our guest and he is talking about the Metaverse (land), inflation and deflation, oil prices and bear markets. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzi…
 
Inflation starts to abate – for now. Markets moving in wild course – only in bear markets. But, is that about to stabilize? A best of episode of Andrew’s rants, concerns and issues with the Fed heads, inflation and a look back. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://th…
 
VIX hanging below 30 – interesting with this much daily pain over the past weeks. Rates on 10yr backing up – just as we thought – now look at them! Markets may be poised for a contra-trend move here…. Need a gentler Fed and a couple more weak data points. Guest- Clare Flynn Levy from Essential Analystics. Clare Flynn Levy – Prior to founding Essent…
 
This is a first! We are rebroadcasting this recent Client Webinar/Update. So much information that needs to be shared and great Q&A session. Getting over a non-covid flu or something – kicking my butt though. Retail apocalypse – could mean deflationary conditions are ahead… Follow @andrewhorowitz Looking for style diversification? More information …
 
David Tepper – calling the bottom – seems like everyone wants to be the market hero these days. Panic selling and panic buying – amateur hour out there. A quick less on Buying the Dip – or maybe not buying the dip. A best of episode of Andrew’s rants and issues with the Fed heads. Follow @andrewhorowitz Looking for style diversification? More infor…
 
Rough sledding – the Fed giveth and taketh away. Markets correlations are a big question mark – nowhere to hide. Running with their hair on fire, and a discussion about Treasury I-bonds. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strateg…
 
Make no mistake – this will be a Fed Engineered Recession. Listener questions, the Social Security Ponzi Scheme – and why we like CRABS. Listen in for the one thing that needs to happen for the market to stabilize…. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the …
 
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