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 anyone care?

And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers.

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Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic brokerage firm. He has been at the forefront of applying computer technology to automate trading and brokerage processes since soon after he emigrated from Hungary to the United States in 1965.

In 1977, Peterffy started his own business with $200,000 savings, writing programs and building systems to value and trade stocks and options, as a market-maker on the American Stock Exchange. He was the first to build mathematical models to calculate and disseminate continuous bid and offer quotations and to develop a tablet computer for use by his employees trading on exchange floors. By the late 80s, Peterffy developed a fully integrated, automated market-making system for stocks, options, and futures, that grew into a digital network encompassing most of the world’s exchanges. Starting in 1993, brokerage interfaces and customers were added to this network that continues to expand in products and customers all over the world.

Today, Interactive Brokers is one of the largest publicly traded electronic brokers with a market capitalization of over $100 billion. The firm provides direct access to trade executions, clearing, and custodial services for a wide variety of products, including stocks, options, futures, forex, bonds, CFDs, and funds on over 170 markets and in up to 29 currencies around the world.

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: (OIL), (GLD), (SPY), (QQQ)

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

Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki.

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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/

Follow @andrewhorowitz

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

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

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 – Danielle DiMartino Booth – the “Fed watcher”

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As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.

To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.

She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.

Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.

Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.

DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

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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: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)

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 in.

And what is going on with commodities?

A 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

Follow @andrewhorowitz

More information available on Horowitz & Company’s TDI Managed Growth Strategy

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

Stocks mentioned in this episode: (GLD), (SLV), (SPY)

Employment Report Solid

The Tech disruptors are getting disrupted…

Growth vs Value – an abrupt change.

Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.

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Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals.

Cullen’s primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services.

Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.

His latest book is YOUR PERFECT PORTFOLIO: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies . In that, Roche draws on two decades of experience building investment firms and advising clients to help readers discover the strategy that fits their goals

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: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)

They are calling it Software-mageddon!

Digging into the precious metals.

Wake up Diversification fans – we have something for you…

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: (CRM), (QQQ), (NVDA), (GLD), (SLV)

The FED – keeps rates unchanged

SpaceX announcing IPO plans

Investors cautious on CaprEx spending plans

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.

Follow @frankcurzio

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: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)

Greenland babble sinks and then boosts markets.

Natural Gas prices skyrocket.

Small Caps continue to lead markets.

Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!

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

Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his passion for whiskey with his background in building pioneering investment ventures.

Kasler founded CaskX in 2019, officially launching operations in early 2020 during the COVID?19 pandemic. Despite global shutdowns, he built momentum by developing an innovative model that allows investors to purchase portfolios of barreled whiskey, which appreciate in value as they mature.

CaskX:

• Manages 30,000+ casks valued at over $50 million
• Serves 700+ investors worldwide
• Employs over 30 professionals
• Operates in Beverly Hills, Louisville, Sydney, Hong Kong, London, Toronto, and Des Moines

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

Follow @andrewhorowitz

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

Stocks mentioned in this episode: (@NG), (INTC), (QQQ), (SPY), (IWM), (DELL)