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The Disciplined Investor - TDI Podcast: Dressing it Up (#917)

TDI Podcast: Dressing it Up (#917)

04/20/25 • 56 min

1 Listener

The Disciplined Investor

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

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)


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


Follow @andrewhorowitz


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


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


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

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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

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)


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


Follow @andrewhorowitz


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


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


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

Previous Episode

undefined - TDI Podcast: Urgent Market Signals (#916)

TDI Podcast: Urgent Market Signals (#916)

It only took one week – Tariffs on – Tariffs off again

Huge rally – seemed to give institutions to lighten up

Damaging policies with long term impacts

Some thoughts on emotions and markets

And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.


NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)


Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.

Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.


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


Follow @andrewhorowitz


Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)

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