The Disciplined Investor

March needs a miraculous ending to force green.

Tariffs – a means to their own ends. What does that mean?

Gold continues its ascent.

Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.

Our guest this week – David Gaffen, Break News editor at Reuters.

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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

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

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

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Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (GLD)

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Shocking – Rates running higher on better then expected jobs report. Oil on the move as the Middle East conflict intensifies. China and Emerging Markets on Fire – breaking out from long base. This week's guest - Tim Knight – a self proclaimed Permabear. Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel. He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site. In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis. Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight. You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope. Check this out and find out more at: http://www.interactivebrokers.com/ CHARTS DISCUSSED IN THIS EPISODE Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (FXI), (QQQ)

The economy looks okay – retailers say otherwise.

The BIG Beautiful bill is on its way through the sausage factory.

Spec Tech (like quantum stocks) still in rally mode.

Guest: Tom Nelson, Franklin Templeton Funds

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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 & 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.

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

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

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Stocks Mentioned in the Episode: (GLD), (NKE), (TGT), (HD), (LOW)

Follow @andrewhorowitz

Tariff Turmoil – not getting much better

Stock Market Chaos – Uncertainty reigns

Recession Alarm – Is this a ticking time bomb?

And our guest – Brian Dress from Left Brain Wealth Management

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Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams. Brian began his investing career in 2005 and joined Left Brain in 2018. He earned a bachelor’s degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021.

YouTube channel: https://www.youtube.com/@LeftBrainWealthManagement

Research Service, which includes access to our library of 100s of reports, and 5 model portfolios, updated quarterly:
https://leftbrainwm.com/portfolio

FIND OUT MORE ABOUT BRIAN

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Follow @andrewhorowitz

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

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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

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Stocks mentioned in this episode: (CRWD), (TSM), (NVDA), (AVGO), (ZS)

Money psychology by way of Buddhist teachings. Consumer confidence- waning. Markets - March Sadness with Lag 7. This week's guest: Wesley Gray - Founder, Alpha Architect. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children. Follow @alphaarchitect 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: