The Disciplined Investor

48 hours in Nashville. Mega-Caps puke up some of the recent gains - then try for a little run. Potential for reflation – watch for that word…  Not seeing and significant drop in CPI. Our Guest today is Lou Basanese – President of Public Ventures, LLC. Lou is a well-known thought leader and advocate for young technology companies with promising intellectual property. He brings decades of experience as a public venture investor and independent analyst, as well as a marketing, communications and investor and public relations professional. As President, Chief Market Strategist at Public Ventures, Lou focuses on leveraging the firm’s unique and proven process to elevate new technology companies into market leaders to establish public venture as a vital asset class to a much wider community of investors. Prior to joining Public Ventures, Lou served as Founder and Chief Analyst for Disruptive Tech Research, an independent equity research and advisory firm, focusing exclusively on disruptive technology com

The USA debt rating is CUT! Most earnings are out and we have the results. Weekly oil inventories – largest draw-down EVER! Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk. Mr. 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 O

Bank of Japan spooks investors. DJIA breaks it winning streak - almost had the all-time record. News to use, valuations to value. Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA) David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. 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. Follow @DavidGaffen Born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invests, He educates, he writes, and he could not dream

The AI tech wash is getting old. Earnings in and so far, no surprises. One sell off day in a sea of buying. A recap of my discussion with Goldman Sachs. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (MSFT), (NFLX), (TSLA), (SCHWB), (BAC), (JPM)

Its that time again – earnings season is upon us. Markets in a new bull run – getting a little frothy though... Inflation is Only 3% Now – but that is against the high watermark and our guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play. Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report. Patrick is a graduate of Vanderbilt University and is located in Chicago. Follow @Briefingcom Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (JPM), (BAC), (NFLX), (SPY)

Rates spike to decade long highs. The employment reports provide mixed messages. Resilient – that is the name of the game -  And a look back in order to look forward. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (AAPL), (JPM)

June is over – in the books – now the summer is finally here. Back to that question – Is this a new Bull market? We have some more info to discuss. NASDAQ 100 best 6 month start in decades! And things that were said that markets ignored. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (SPY), (QQQ)

June coming to a close and what an interesting month it has been. Crypto coming under pressure – SEC is making moves. Inflation kicking up again around the world – wondering about US numbers. And our guest this week is Frank Curzio from Curzio Research. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two 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

A pause or a maybe skip is what the Fed has ordered. Coming in hawkish and market is spooked...for about 10 minutes. New highs driven by – you guessed it the Mega Caps. A question answered: Are we in a new bull market? A complete discussion about the inner workings of quantitative analysis. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (GNRC), (AI), (JPM), (NYCB)

OPEC Cuts production – at least on country does. Still, oil drops. Odds still favor a fed SKIP – the new word on the street. A look at ROE and market performance during recessions. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (OIL), (AMD), (NVDA)