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The Disciplined Investor

TDI Podcast: Hedge Fund Strategies (#869)

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

4.4705 Ratings

🗓️ 19 May 2024

⏱️ 66 minutes

🧾️ Download transcript

Summary

Good noews! CPI - not so hot. Bitcoin and Gold blasting off Meme Stocks – fly then die 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 a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge. Follow @TommyThornton 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: (TSLA), (BIDU), (BABA), (XLU), (NVDA)

Transcript

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0:00.0

This episode is sponsored by Interactive Brokers. Discover the future of trading with

0:04.9

IBKR desktop, interactive broker's next generation trading platform. Built from the ground up,

0:11.3

IBKR desktop combines their powerful features with a unique set of groundbreaking trading tools

0:17.4

in a streamlined intuitive interface. With access to over 150 markets, IBKR desktop puts global stocks and options, futures, currencies,

0:27.7

bonds, and funds at your fingertips.

0:31.2

IBKR desktop includes innovative features like multi-sort, which lets you sort data using multiple

0:37.2

factors simultaneously,

0:39.4

helping you quickly identify trading opportunities, and the options lattice, which visually

0:45.1

highlights key metrics for smarter decisions.

0:48.3

And whether you're a seasoned trader, a pro, or just starting out, IBKR desktop

0:53.8

redefines what traders can expect from a trading platform.

0:57.9

Experience the future of trading today.

1:00.7

Download IBKR desktop at IBKR.com slash desktop.

1:06.6

Interactive Brokers is a member of SIPC.

1:11.6

The disciplined investor is all about you, your money, and the markets.

1:16.3

Sit back and get ready for this edition of The Disciplined Investor Podcast.

1:22.0

This episode of The Discipline Investor is sponsored by Horowitz & Company.

1:26.5

If you're looking for a portfolio manager, look no further.

1:30.5

Horowitz and Company, from seed through harvest, cultivating financial success.

1:40.7

Inflation, market doesn't really care.

1:43.1

In fact, new all-time highs hit this week.

1:46.4

Bitcoin and gold are blasting off, and meme stocks are flying there dying.

...

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