TDI Podcast: Dressing Up Your Portfolio (#884)

The Disciplined Investor

Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI

Stocks, Obama, Business, Laporte, Bloomberg, Business News, Ramsey, Podcast, Cnbc, Investing, Twit, Curzio, Tdi, Cramer, Dvorak

4.4 • 705 Ratings

🗓️ 1 September 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How to stay the course – even through time of doubt What’s up with the consumers anyway? Powell’s outlook moves markets – predictable And our guest – Brian Dress from Left Brain Wealth Management Brian Dress 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 in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation. Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling. FIND OUT MORE ABOUT BRIAN Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CRWD),(CMG), (PANW), (NEE)

Transcript

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0:00.0	This episode is sponsored by Interactive Brokers.
0:03.6	And are you ready to put your predictions to the test?
0:06.3	Well, with Interactive Brokers Forecast Trader,
0:08.8	you can trade your views on key economic and climate indicators.
0:12.2	Simply answer yes or no.
0:14.8	For example, will the change in U.S. Consumer Price Index exceed 2.6%?
0:18.9	Or will the average U.S. temperature in 2024 be greater than
0:22.8	54 degrees? If you agree, buy a yes contract. If you don't, buy a no. It's that easy.
0:29.7	Contracts cost 2 to 99 cents, correct predictions, earn $1 at settlement, and incorrect one
0:36.3	settle at zero. Forecast contracts are commissioned free plus earn $4 at settlement and incorrect one settle at zero.
0:38.5	Forecast contracts are commissioned free plus earn 4.83% APY on your investment with an incentive
0:45.7	coupon.
0:46.4	Visit iBKR.com slash forecast and make your predictions today.
0:53.3	IBKR is a member of SIPC.
0:57.0	The Disciplined Investor is all about you, your money, and the markets.
1:01.8	Sit back and get ready for this edition of The Disciplined Investor Podcast.
1:07.5	This episode of The Discipline Investor is sponsored by Horowitz & Company.
1:12.4	If you're looking for a portfolio manager, look no further.
1:15.9	Horowitz and Company, from Seed Through Harvest, cultivating financial success.
1:26.6	How to stay the course, even through times of doubt.
1:30.0	Hey, what's up with the consumer anyway?
1:32.5	Powell's outlook moves markets, predictable,
	...

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