Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, emphasizing the need for balancing risk and reward based on individual financial goals and risk tolerance. We also also explored the concept of a “mosaic” approach to analyzing portfolios, considering various factors such as economic growth, inflation, in…

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed abo…

Ed and Andrew discussed the potential impact of inflation on the economy. Unpredictable environments and the potential impact of low inflation on market trends. Lastly, we debated the what is the long-term impact of AI on productivity and market trends. And our guest – Ed Easterling of Crestmont Research Ed Easterling is the founder and President o…

GDP Numbers may be coming in hot. More new highs for markets. 2 weeks away from the presidential election. This week’s guest, Tax Expert – Dan Pilla. Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s lead…

New Highs across the board – (Big Caps – not the small caps). China stocks get obliterated. Rates moving up – CPI report…. This week’s 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 a…

Shocking – Rates running higher on better then expected jobs report. Oil on the move as the Middle East conflict intensifies. China and Emerging Markets on Fire – breaking out from long base. This week’s guest – Tim Knight – a self proclaimed Permabear. Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on Octo…

China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end of the quarter. Metals, including copper get a boost. And out Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has g…

Rate cuts are sparking excitement. Market playbook resetting to lower rate outlook. Tech spitting and sputtering. Oil gets a lift after crashing though key support. And our guest this week is Steve Sanders – EVP at Interactive Brokers Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capaci…

Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. The Debate breathes life into a few sectors. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of…

September – not usually the best seasonal trends A question: Diversification – what is it and why do I need it? Active Management and Passive Strategies – a primer. 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 – H…

How to stay the course – even through time of doubtWhat’s up with the consumers anyway?Powell’s outlook moves markets – predictableAnd our guest – Brian Dress from Left Brain Wealth ManagementBrian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of de…

Is the end of "peak commodities" a possibility and what is the cycle that we may see in the near future.The Fed and Jackson Hole - they need to ring the victory bell already and then step aside.Our guest, Carley Garner Futures and Options Trader on the outlook for commodities.Carley Garner is a futures and options broker with DeCarley Trading, a di…

The "carry" trade blows up – But now: Fully ResolvedEconomic Indicators Bad – but that good news for marketsUnder the radar layoffs happening...Gust Anthony Scaramucci , Founder, Skybridge Capital (Who has a few things to say about politics and the election).Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative i…