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The Disciplined Investor

TDI Podcast: Mega Features (#887)

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

🗓️ 22 September 2024

⏱️ 53 minutes

🧾️ Download transcript

Summary

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 capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally. Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years. Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions. Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science. 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: (SPY), (QQQ), (NVDA)

Transcript

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0:00.0

The Disciplined Investor is all about you, your money, and the markets.

0:06.0

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

0:11.6

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

0:16.6

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

0:20.2

Horowitz and Company company from seed through

0:22.5

harvest, cultivating financial success.

0:29.4

Bigger Fed rate cuts are sparking excitement. The market playbook resetting to lower rate outlook

0:34.5

and tech spinning and sputtering, but man, catching a fire

0:38.7

after that rate cut.

0:40.5

Oil gets a lift after crashing through key support.

0:42.9

And our guest today is Steve Sanders, EVP at Interactive Brokers.

0:47.9

All this and much more on episode number 887 of the Disciplined Investor podcast.

1:08.8

And we have another great show lined up this week.

1:10.9

Thanks for joining in the fun.

1:12.4

Oh, it's been fun.

1:13.4

I'm Andrew Horowitz.

1:14.6

As you know, I'm the founder of an investment advisory firm, goes by Horowitz company.

1:19.8

And, you know, things are getting interesting because we could tell.

1:23.5

We could kind of feel it.

1:25.1

Because we know that people are, when they're starting to get

1:28.8

concerned, worry, change their minds about their outlook, or even getting really excited about

1:34.4

the future prospects for their investments, for their business, for, you know, their overall

...

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