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The Disciplined Investor - TDI Podcast: YCharts with Sean Brown (#728)

TDI Podcast: YCharts with Sean Brown (#728)

08/22/21 • 52 min

The Disciplined Investor
Fed taper discussions - 16 mentions in latest minutes. Markets react, but a strange move in bonds told the real story. A clear assault on capitalism in China - what do you expect from a communist regime? This week's theme = Follow The Leader. Sean Brown is the CEO and President of YCharts, an investment research platform that enables smarter investments, better client communications and focuses on helping advisors deliver more value to their own clients. Sean’s passionate about providing advisors with quick access to investment data and modern tools that help them derive and share insights. He believes that advisors require outstanding human support to ensure their success. In his near 30-year-career, Sean’s focus has been on financial services and software, he’s been an executive at several startups, private equity backed firms, and public companies. A Notre Dame and Stanford University graduate, Sean is a proud father and husband, an avid reader, and college football and Chicago Cubs fan. YCharts - 15% Discount Only August 2021 - ~Mention The Disciplined Investor ~ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (BABA), (KWEB), (DIDI), (BIDU)
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Fed taper discussions - 16 mentions in latest minutes. Markets react, but a strange move in bonds told the real story. A clear assault on capitalism in China - what do you expect from a communist regime? This week's theme = Follow The Leader. Sean Brown is the CEO and President of YCharts, an investment research platform that enables smarter investments, better client communications and focuses on helping advisors deliver more value to their own clients. Sean’s passionate about providing advisors with quick access to investment data and modern tools that help them derive and share insights. He believes that advisors require outstanding human support to ensure their success. In his near 30-year-career, Sean’s focus has been on financial services and software, he’s been an executive at several startups, private equity backed firms, and public companies. A Notre Dame and Stanford University graduate, Sean is a proud father and husband, an avid reader, and college football and Chicago Cubs fan. YCharts - 15% Discount Only August 2021 - ~Mention The Disciplined Investor ~ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (BABA), (KWEB), (DIDI), (BIDU)

Previous Episode

undefined - TDI Podcast: Confidence Break (#727)

TDI Podcast: Confidence Break (#727)

Crashing consumer confidence - but new market highs, even in Australia. Living La Vita Covid? We explore the many reasons to cheer the reopening,  but is this as good as it gets? More insights into market disconnects and why indices are at all-time highs. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode:

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undefined - TDI Podcast 729: NothingBurger

TDI Podcast 729: NothingBurger

Sheer Stupidity – Afghanistan just a terrible mess. Jackson Hole– Powell Speaks - nothing-burger. Meme Stocks – Ramping – for what reason? The Bull / Bear Case explored. And we have listener questions – one of my favorite questions coming up. Join clients from over 200 countries and territories to invest globally in Stocks, Options, Futures, Forex, Bonds and Funds from a single integrated account at the lowest cost at IBKR.com Learn More at http://www.ibkr.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (PTON), (JWN), (GOS), (IWM)

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