TDI Podcast: Robbie’s Matrix (#864)

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

🗓️ 14 April 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 & 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)

Transcript

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0:00.0	This episode is brought to you by Interactive Brokers.
0:03.7	Access a vast selection of global fixed income securities at Interactive Brokers Bond Marketplace.
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0:33.9	clients can interact with each other by placing bids and offers online to execute their
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0:46.4	consecutive years. Interactive Brokers is a member of SIPC. Visit IBKR.com slash bonds.
0:57.7	The Disciplined Investor is all about you, your money, and the markets.
1:02.5	Sit back and get ready for this edition of the Disciplined Investor Podcast.
1:08.1	This episode of The Discipline Investor is sponsored by Horowitz & Company.
1:13.0	If you're looking for a portfolio manager, look no further.
1:16.6	Horowitz and Company from seed through harvest, cultivating financial success.
1:30.3	What commodities are looking attractive here and why?
1:31.4	We're going to get to that.
1:35.2	Inflation, CPI reports, they're just not looking good.
1:37.4	Major banks kickoff earnings season.
1:41.2	And our guest today is Robbie Miles of Alianz Global.
1:42.0	All this.
1:47.0	And much more on episode number 864 of the Disciplined Investor podcast.
2:09.0	Thank you. And a very happy, oh my God, my taxes are due week.
	...

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