Kicking off the MegaCap Earnings &#8211; some concerning items.
Rate Cut Bets Fizzle
Yields Keep Rising
The VIX – Hovering around 16
And our Guest – Johns Williams from ShadowStats
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"><img decoding="async" class="aligncenter wp-image-54929 size-medium" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png" alt="TDI Podcast on Apple Podcasts" width="300" height="100" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-610x204.png 610w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts.png 677w" sizes="(max-width: 300px) 100vw, 300px" /></a>

<hr />
<a href="http://www.shadowstats.com/"><img decoding="async" class="wp-image-50150 alignleft" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2017/01/john-williams-shadowstatscom-300x300.jpg" alt="" width="201" height="201" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2017/01/john-williams-shadowstatscom-300x300.jpg 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2017/01/john-williams-shadowstatscom-150x150.jpg 150w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2017/01/john-williams-shadowstatscom.jpg 380w" sizes="(max-width: 201px) 100vw, 201px" /></a>
John Williams, founder and publisher of <a href="http://www.shadowstats.com/" target="_blank" rel="noopener">ShadowStats.com</a>.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar.   During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies.
Out of necessity, he became a specialist in government economic reporting.   An early client&#8217;s large manufacturer of commercial airplanes had developed a model for predicting revenue passenger miles, a primary sales forecasting tool.   Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it.   The GNP numbers were faulty, he corrected them (official reporting was similarly revised a couple of years later), and the model worked again, at least for a while, until changes in GNP methodology eventually made the underlying data worthless.
That began a lengthy process exploring the history and nature of economic reporting and interviewing key people involved in the system from the early days of government reporting through the present.   For a number of years, he conducted surveys among business economists as to the quality of government statistics.   The vast majority thought it was pretty bad, with survey results leading to 1989 front-page stories in the New York Times and Investors Daily, considerable coverage in the broadcast media and a joint meeting with representatives of all the U.S. government‘s statistical agencies.
Nonetheless, the quality of government reporting has deteriorated sharply in the last couple of decades.   Problems include changes in reporting methodologies that have pushed headline economic and inflation results outside the realm of real-world or common experience.
Over the decades, Williams has given thousands of presentations on the U.S. economic outlook and on approaches to analyzing economic data, to clients &#8220;large and small” including talks with members of the business, banking, government, press, academic, brokerage and investment communities, as well as having provided testimony before the U.S. Congress.
Public response to a 2004 series of articles on the quality of government statistics was so strong that he started Shadow Government Statistics, a newsletter first published on ShadowStats.com in 2004.   That weekly commentary is published as part of his economic consulting services.
<a href="http://www.shadowstats.com/" target="_blank" rel="noopener">Find out more about ShadowStats.com </a>
<hr />
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"><img decoding="async" class="aligncenter wp-image-54327" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg" alt="Interactive Brokers - Why IB?" width="393" height="87" /></a>
<hr />
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><script async="" src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
<hr />
Looking for style diversification? More information on the TDI Managed Growth Strategy &#8211; <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a>
<hr />
Stocks mentioned in this episode: (GLD), (SLV), (MSFT), (META)

<description>Kicking off the MegaCap Earnings - some concerning items.

Rate Cut Bets Fizzle

Yields Keep Rising

The VIX – Hovering around 16

And our Guest – Johns Williams from ShadowStats









John Williams, founder and publisher of ShadowStats.com.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar.   During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies.

Out of necessity, he became a specialist in government economic reporting.   An early client's large manufacturer of commercial airplanes had developed a model for predicting revenue passenger miles, a primary sales forecasting tool.   Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it.   The GNP numbers were faulty, he corrected them (official reporting was similarly revised a couple of years later), and the model worked again, at least for a while, until changes in GNP methodology eventually made the underlying data worthless.

That began a lengthy process exploring the history and nature of economic reporting and interviewing key people involved in the system from the early days of government reporting through the present.   For a number of years, he conducted surveys among business economists as to the quality of government statistics.   The vast majority thought it was pretty bad, with survey results leading to 1989 front-page stories in the New York Times and Investors Daily, considerable coverage in the broadcast media and a joint meeting with representatives of all the U.S. government‘s statistical agencies.

Nonetheless, the quality of government reporting has deteriorated sharply in the last couple of decades.   Problems include changes in reporting methodologies that have pushed headline economic and inflation results outside the realm of real-world or common experience.

Over the decades, Williams has given thousands of presentations on the U.S. economic outlook and on approaches to analyzing economic data, to clients "large and small” including talks with members of the business, banking, government, press, academic, brokerage and investment communities, as well as having provided testimony before the U.S. Congress.

Public response to a 2004 series of articles on the quality of government statistics was so strong that he started Shadow Government Statistics, a newsletter first published on ShadowStats.com in 2004.   That weekly commentary is published as part of his economic consulting services.
Find out more about ShadowStats.com 



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: (GLD), (SLV), (MSFT), (META)</description>

Kicking off the MegaCap Earnings - some concerning items. - Rate Cut Bets Fizzle - Yields Keep Rising - The VIX – Hovering around 16 - And our Guest – Johns Williams from ShadowStats - John Williams,

Kicking off the MegaCap Earnings - some concerning items. 
 
Rate Cut Bets Fizzle 
 
Yields Keep Rising 
 
The VIX – Hovering around 16 
 
And our Guest – Johns Williams from ShadowStats 
 
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a> 
 
 
 
 
 
<a href="http://www.shadowstats.com/"></a> 
 
John Williams, founder and publisher of <a href="http://www.shadowstats.com/" target="_blank" rel="noopener">ShadowStats.com</a>.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar.   During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies. 
 
Out of necessity, he became a specialist in government economic reporting.   An early client's large manufacturer of commercial airplanes had developed a model for predicting revenue passenger miles, a primary sales forecasting tool.   Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it.   The GNP numbers were faulty, he corrected them (official reporting was similarly revised a couple of years later), and the model worked again, at least for a while, until changes in GNP methodology eventually made the underlying data worthless. 
 
That began a lengthy process exploring the history and nature of economic reporting and interviewing key people involved in the system from the early days of government reporting through the present.   For a number of years, he conducted surveys among business economists as to the quality of government statistics.   The vast majority thought it was pretty bad, with survey results leading to 1989 front-page stories in the New York Times and Investors Daily, considerable coverage in the broadcast media and a joint meeting with representatives of all the U.S. government‘s statistical agencies. 
 
Nonetheless, the quality of government reporting has deteriorated sharply in the last couple of decades.   Problems include changes in reporting methodologies that have pushed headline economic and inflation results outside the realm of real-world or common experience. 
 
Over the decades, Williams has given thousands of presentations on the U.S. economic outlook and on approaches to analyzing economic data, to clients "large and small” including talks with members of the business, banking, government, press, academic, brokerage and investment communities, as well as having provided testimony before the U.S. Congress. 
 
Public response to a 2004 series of articles on the quality of government statistics was so strong that he started Shadow Government Statistics, a newsletter first published on ShadowStats.com in 2004.   That weekly commentary is published as part of his economic consulting services. 
<a href="http://www.shadowstats.com/" target="_blank" rel="noopener">Find out more about ShadowStats.com </a> 
 
 
 
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a> 
 
 
 
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a> 
 
 
 
Looking for style diversification? More information on the TDI Managed Growth Strategy - <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a> 
 
 
 
Stocks mentioned in this episode: (GLD), (SLV), (MSFT), (META)

TDI Podcast: Dismal Science (#866)

Herky-Jerky market action continues.
Powell puts down the gavel.
Tariffs enter the picture again
And our Guest this week &#8211; Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing.
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"><img loading="lazy" decoding="async" class="aligncenter wp-image-54929 size-medium" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png" alt="TDI Podcast on Apple Podcasts" width="300" height="100" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-610x204.png 610w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts.png 677w" sizes="(max-width: 300px) 100vw, 300px" /></a>

&nbsp;
<hr />
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/04/Selengut.png"><img loading="lazy" decoding="async" class="wp-image-56178 alignleft" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/04/Selengut-167x300.png" alt="" width="110" height="198" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/04/Selengut-167x300.png 167w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/04/Selengut.png 357w" sizes="(max-width: 110px) 100vw, 110px" /></a>Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients.
I’m also promoting my 2nd book, <a href="https://www.amazon.com/Retirement-Money-Secrets-Financial-Independence-ebook/dp/B0CG2DMFW6" target="_blank" rel="noopener">Retirement Money Secrets.  </a>
Steve was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of a very few investment book authors who have directly managed other people&#8217;s money.
<hr />
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"><img loading="lazy" decoding="async" class="aligncenter wp-image-54327" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg" alt="Interactive Brokers - Why IB?" width="393" height="87" /></a>
<hr />
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><script async="" src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
<hr />
Looking for style diversification? More information on the TDI Managed Growth Strategy &#8211; <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a>
<hr />
Stocks mentioned in this episode: (NFLX)

<description>Herky-Jerky market action continues.

Powell puts down the gavel.

Tariffs enter the picture again

And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing.





 



Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients.

I’m also promoting my 2nd book, Retirement Money Secrets.  

Steve was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of a very few investment book authors who have directly managed other people's money.


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: (NFLX)</description>

Herky-Jerky market action continues. - Powell puts down the gavel. - Tariffs enter the picture again - And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing. -   - 

Herky-Jerky market action continues. 
 
Powell puts down the gavel. 
 
Tariffs enter the picture again 
 
And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing. 
 
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a> 
 
 
 
&nbsp; 
 
 
 
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/04/Selengut.png"></a>Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients. 
 
I’m also promoting my 2nd book, <a href="https://www.amazon.com/Retirement-Money-Secrets-Financial-Independence-ebook/dp/B0CG2DMFW6" target="_blank" rel="noopener">Retirement Money Secrets.  </a> 
 
Steve was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of a very few investment book authors who have directly managed other people's money. 
 
 
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a> 
 
 
 
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a> 
 
 
 
Looking for style diversification? More information on the TDI Managed Growth Strategy - <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a> 
 
 
 
Stocks mentioned in this episode: (NFLX)

TDI Podcast: Retirement Secrets/Mistakes (#865)

What commodities look attractive here and why?
Inflation CPI reports &#8211; just not looking good
Major banks kick off earnings season..
Guest: Robbie Miles, CFA &#8211; Allianz Global
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"><img loading="lazy" decoding="async" class="aligncenter wp-image-54929 size-medium" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png" alt="TDI Podcast on Apple Podcasts" width="300" height="100" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-610x204.png 610w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts.png 677w" sizes="(max-width: 300px) 100vw, 300px" /></a>

&nbsp;
<hr />
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/10/Miles-Robbie_002.jpg"><img loading="lazy" decoding="async" class="alignleft wp-image-55939" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/10/Miles-Robbie_002-199x300.jpg" alt="" width="124" height="187" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/10/Miles-Robbie_002-199x300.jpg 199w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/10/Miles-Robbie_002.jpg 300w" sizes="(max-width: 124px) 100vw, 124px" /></a>Robbie Miles, CFA, ACA &#8211; Portfolio Manager (Director) in the Global Thematic Equity team, London
Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.
Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment &amp; Business from the University of Leeds. He is a CFA charterholder.
<hr />
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"><img loading="lazy" decoding="async" class="aligncenter wp-image-54327" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg" alt="Interactive Brokers - Why IB?" width="393" height="87" /></a>
<hr />
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><script async="" src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
<hr />
Looking for style diversification? More information on the TDI Managed Growth Strategy &#8211; <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a>
<hr />
Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)

<description>What commodities look attractive here and why?

Inflation CPI reports - just not looking good

Major banks kick off earnings season..

Guest: Robbie Miles, CFA - Allianz Global





 



Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London

Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.

Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment &amp; Business from the University of Leeds. He is a CFA charterholder.


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), (DBC), (AAPL), (C), (JPM)</description>

What commodities look attractive here and why? - Inflation CPI reports - just not looking good - Major banks kick off earnings season.. - Guest: Robbie Miles, CFA - Allianz Global -   - Robbie Miles, CFA,

What commodities look attractive here and why? 
 
Inflation CPI reports - just not looking good 
 
Major banks kick off earnings season.. 
 
Guest: Robbie Miles, CFA - Allianz Global 
 
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a> 
 
 
 
&nbsp; 
 
 
 
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/10/Miles-Robbie_002.jpg"></a>Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London 
 
Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis. 
 
Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment &amp; Business from the University of Leeds. He is a CFA charterholder. 
 
 
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a> 
 
 
 
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a> 
 
 
 
Looking for style diversification? More information on the TDI Managed Growth Strategy - <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a> 
 
 
 
Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)

TDI Podcast: Robbie’s Matrix (#864)

Gold hitting new highs – and oil is on the rise
Easy policy over in Japan  While China is stimulating
Big employment report moves markets
Guest David Gaffen – Editor at Reuters.
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"><img loading="lazy" decoding="async" class="aligncenter wp-image-54929 size-medium" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png" alt="TDI Podcast on Apple Podcasts" width="300" height="100" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-610x204.png 610w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts.png 677w" sizes="(max-width: 300px) 100vw, 300px" /></a>

<hr />
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022.jpg"><img loading="lazy" decoding="async" class="alignleft wp-image-55845" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022-278x300.jpg" alt="" width="148" height="160" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022-278x300.jpg 278w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022.jpg 300w" sizes="(max-width: 148px) 100vw, 148px" /></a>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.
<a class="twitter-follow-button" href="https://twitter.com/davidgaffen" data-size="large" data-show-count="false">Follow @DavidGaffen</a><script async="" src="//platform.twitter.com/widgets.js" charset="utf-8"></script>
<hr />
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"><img loading="lazy" decoding="async" class="aligncenter wp-image-54327" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg" alt="Interactive Brokers - Why IB?" width="393" height="87" /></a>
<hr />
<h3 style="text-align: center;">Looking to invest in The Disciplined Investor Managed Growth Strategy? 
Click <a href="http://www.thedisciplinedinvestor.com/blog/mailbox/tdi-investment-fund/">HERE</a> for the virtual tour.</h3>
<hr />
Stocks Mentioned in the Episode: (DIS), (SBUX), (BA), (AMC), (GME), (TSLA), (MSFT)
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><script async="" src="//platform.twitter.com/widgets.js" charset="utf-8"></script>

<description>Gold hitting new highs – and oil is on the rise

Easy policy over in Japan  While China is stimulating

Big employment report moves markets

Guest David Gaffen – Editor at Reuters.







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



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




Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.


Stocks Mentioned in the Episode: (DIS), (SBUX), (BA), (AMC), (GME), (TSLA), (MSFT)
Follow @andrewhorowitz</description>

Gold hitting new highs – and oil is on the rise - Easy policy over in Japan  While China is stimulating - Big employment report moves markets - Guest David Gaffen – Editor at Reuters. - David Gaffen is the U.S.

Gold hitting new highs – and oil is on the rise 
 
Easy policy over in Japan  While China is stimulating 
 
Big employment report moves markets 
 
Guest David Gaffen – Editor at Reuters. 
 
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a> 
 
 
 
 
 
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022.jpg"></a>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. 
<a class="twitter-follow-button" href="https://twitter.com/davidgaffen" data-size="large" data-show-count="false">Follow @DavidGaffen</a> 
 
 
 
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a> 
 
 
 
 
Looking to invest in The Disciplined Investor Managed Growth Strategy? 
Click <a href="http://www.thedisciplinedinvestor.com/blog/mailbox/tdi-investment-fund/">HERE</a> for the virtual tour. 
 
 
Stocks Mentioned in the Episode: (DIS), (SBUX), (BA), (AMC), (GME), (TSLA), (MSFT) 
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a>

TDI Podcast: Olive Pits (#863)

Bang Zoom to the Moon – Bitcoin ramps to new highs &#8211; Then again so do equities.
Goldilocks – SHE&#8217;S BAAAACK
And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"><img loading="lazy" decoding="async" class="aligncenter wp-image-54929 size-medium" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png" alt="TDI Podcast on Apple Podcasts" width="300" height="100" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-610x204.png 610w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts.png 677w" sizes="(max-width: 300px) 100vw, 300px" /></a>

<hr />
Tom Nelson is a senior vice president and head of asset allocation portfolio management for <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin Templeton Investment Solutions</a>. He is a member of the Investment Strategy &amp; Research Committee.
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson.png"><img loading="lazy" decoding="async" class="alignleft wp-image-55776" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson-300x300.png" alt="" width="155" height="155" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson-300x300.png 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson-150x150.png 150w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson-440x440.png 440w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson-120x120.png 120w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson.png 500w" sizes="(max-width: 155px) 100vw, 155px" /></a>He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin NextStep Fund</a> series, the <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin VolSmart Allocation VIP Fund</a> and numerous model portfolio programs. He is portfolio manager of <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin LifeSmart Retirement Target Funds</a>, the <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin Fund Allocator Series</a> available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm&#8217;s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
<hr />
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"><img loading="lazy" decoding="async" class="aligncenter wp-image-54327" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg" alt="Interactive Brokers - Why IB?" width="393" height="87" /></a>
<hr />
<h3 style="text-align: center;">Looking to invest in The Disciplined Investor Managed Growth Strategy? 
Click <a href="http://www.thedisciplinedinvestor.com/blog/mailbox/tdi-investment-fund/">HERE</a> for the virtual tour.</h3>
<hr />
Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA)
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-show-count="false">Follow @andrewhorowitz</a><script src="//platform.twitter.com/widgets.js" type="text/javascript"></script>

<description>Bang Zoom to the Moon – Bitcoin ramps to new highs - Then again so do equities.

Goldilocks – SHE'S BAAAACK

And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.







Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy &amp; Research Committee.

He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.

Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.

Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.


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




Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.


Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA)
Follow @andrewhorowitz</description>

Bang Zoom to the Moon – Bitcoin ramps to new highs - Then again so do equities. - Goldilocks – SHE'S BAAAACK - And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. - 

Bang Zoom to the Moon – Bitcoin ramps to new highs - Then again so do equities. 
 
Goldilocks – SHE'S BAAAACK 
 
And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. 
 
<a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a> 
 
 
 
 
 
Tom Nelson is a senior vice president and head of asset allocation portfolio management for <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin Templeton Investment Solutions</a>. He is a member of the Investment Strategy &amp; Research Committee. 
 
<a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson.png"></a>He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin NextStep Fund</a> series, the <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin VolSmart Allocation VIP Fund</a> and numerous model portfolio programs. He is portfolio manager of <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin LifeSmart Retirement Target Funds</a>, the <a href="https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds">Franklin Fund Allocator Series</a> available in the United States and several custom institutional portfolio mandates. 
 
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. 
 
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. 
 
 
Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a> 
 
 
 
 
Looking to invest in The Disciplined Investor Managed Growth Strategy? 
Click <a href="http://www.thedisciplinedinvestor.com/blog/mailbox/tdi-investment-fund/">HERE</a> for the virtual tour. 
 
 
Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA) 
<a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-show-count="false">Follow @andrewhorowitz</a>

The Disciplined Investor

Details

Recent Episodes