Tag: PODCASTS

TDI Podcast: One Sided (#859)

Markets moving – pros thinking about hedging – March is here and thinking about consolidation potential

AI hype continues and continues…

This week’s guest is Thomas Thornton – Hedge Fund Telemetry.

Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written...

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TDI Podcast: An Options Primer (#857)

No stopping a speeding freight train

A rising tide raises all CHIPS – and boy did they rise

Inflation still an issue and the Fed trying to talk markets down (Not working)

Guest: Larry McMillan takes us through some interesting options strategies.

Professional trader Lawrence G. McMillan is perhaps best known as the author...

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TDI Podcast: The ETF Architect (#856)

Inflation – Maybe Stagflation?

Surging unprofitable stocks – a bit of déjà vu here

AI fever rolls on (and on).

After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel...

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TDI Podcast: Curzio’s Snappy Idea (#855)

A banking crisis brewing? Say it aint so

Fed’s trying to talk down rate cuts – Powell on 60 Minutes

Looking like a pullback could be in the cards

Guest, Frank Curzio – Curzio Research

 

Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to two...

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TDI Podcast: McClellan’s Tidal Forces (#854)

January is in the books – and the results are mixed.

The Fed gives and takes away – No cuts on the table just yet.

Plenty of tech news this week  – Earnings and more earnings.

And our guest this week – Tom McClellan of the McClellan Market Report.

Tom McClellan is a graduate...

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TDI Podcast: Ai-Ai-O (852)

And on that server farm there was a chip – Ai-Ai-O

Guests John Pugliano and Danielle Dimartino Booth are this week’s guest – talking about the only two things that seem to matter – The Fed and Ai.

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John Pugliano is the author of The Robots are Coming: A...

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TDI Podcast: Opportunistic Value (#851)

CPI ticks up – PPI ticks down – never a dull moment.  Earnings season is here – Banks reported and most hit the skids.

Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready!

Guest: Vitaliy Katsenelson explains value investing and what he looks for...

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TDI Podcast: Skate To The Puck (#850)

Conflicting Data – but absolute certainty.

What was in is out – a rotation at the start of the year.

The 10-year Treasury tops 4% – for a moment – looking like a key resistance point.

And our guest…Sam Burns of Mill Street Research.

Sam Burns, CFA is the chief strategist at Mill Street...

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TDI Podcast: Success with Dress (#848)

Late day drop then next day pop.

Blame it on option traders – they say…

All about year end positioning.

Our Guest – Brian Dress -Left Brain Research.

Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly...

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TDI Podcast: Meb Faber (#847)

And all of a sudden – a Pivot and a rally to boot!

The 10 year treasury is now – sub 4%.

Oil hit technical support, bounces then stalls.

Some thoughts on what is next with our guest today – Meb Faber – from Cambria Investment Management

Mr. Faber is a co-founder and the...

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TDI Podcast: More Gains to Come? (#845)

SHAZAAM! – A November to Remember!

Powell tries to talk markets down – not happening.

Yields and  the USD collapse – good news for risk assets.

And a look back at an amazing month ….

Info Here.

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

Follow @andrewhorowitz

Looking for style...

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TDI Podcast: The Replay (#844)

Recap from the H&C Client Webinar.

Q&A as well as a look back and look ahead.

What’s in Store for 2024?

Client Webinar Recap

What is Driving Markets

Federal Reserve Remains Restrictive
Treasury Yields and Mortgage Rates
TINA is Gone, TARA is In
The Political Climate Both Here and Abroad Read More

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