Here we go – the start of the final 3 months of 2026.

A look back to look ahead.

What to expect – when investing…

We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics

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Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in behavioral analytics and works with many of the world’s largest investment managers. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as CIO of Avocet Capital Management, a technology hedge fund). She’s the co-author of “Stock Market Maestros: The winning habits, strategies, and mindsets of the world’s best investors” (2026).

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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

Stocks mentioned in this episode: (SPY), (QQQ), (NKE)

Stocks have been hitting records while the bond market is throwing a fit.

Oil is moving higher as the Fed is trying to figure out what to do next. Something doesn’t quite add up.

This week’s guest – James Stack of InvesTech and Stack Financial Management.

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Recognized as one of the nation’s leading technical analysts, James Stack was formerly a project manager with IBM Research and has a number of domestic and international patents to his credit. After founding financial research firm InvesTech Research in 1979, he began publishing the InvesTech newsletter in 1982 which he continues to lead today. Over the years, InvesTech has earned widespread recognition for its unique analysis of the key forces behind the stock market and its ability to safely guide investors through the most tumultuous times – including the 2008 Financial Crisis, the 2000 Tech Bubble and the 1987 Crash.

In 1994, Jim founded Stack Financial Management (SFM), an affiliate wealth management company which manages over $2B in assets for clients in virtually all 50 states. SFM is considered among the top independent wealth advisors and has consistently been ranked on Barron’s “Top 100 Independent Advisors” in the U.S. and Forbes list of “America’s Top 250 Wealth Advisors”.

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

Stocks mentioned in this episode: (IBM), (CAT), (AVGO), (NVDA), (MSFT), (GDX), (XLE), (XLV), (XLP), (XLU), (XLI), (EFV)

Rocky Road as inflation kick in hard.

The weight of the debt is overwhelming.

Banks, tech and earnings in the spotlight….

Thinking about your brain on finance… A great topic to discuss with our Guest – Dr. Daniel Crosby – Chief Behavioral Officer with Orion.

Read this episode’s Podcast Summary and Notes

Dr. Daniel Crosby is a psychologist and behavioural finance expert whose work lives at the intersection of mind and markets. He is the New York Times bestselling author of four books, including The Laws of Wealth, The Behavioral Investor, and The Soul of Wealth – each recognized by the Axiom Business Book Awards as the best investment writing of its release year.

A sought-after speaker, Daniel shares insights worldwide on how human behaviour shapes markets and how understanding psychology can lead to better outcomes for investors and organizations. At home, he is a devoted husband and father of three, a die-hard St. Louis Cardinals fan, an explorer of the American South, and an avid student of Filipino food, culture, and language.

Daniel was named one of Investment News “40 Under 40” and a “financial blogger you should be reading” by AARP. Daniel’s second book, “Personal Benchmark“, co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.

In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone.

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

Stocks mentioned in this episode: (MSFT), (GOOGL), (BAC), (JPM), (GS), (NVDA), (ASML)

NUA – Never pay tax on Company stock in your 401k – let’s dive in.

Kinetic to Economic – all the war time buzzwords.

Are Massive Sovereign Debtloads choking future growth?

We get to that with our Guest – listener fav Satyajit Das.

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Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.

Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021)

He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch

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

Stocks mentioned in this episode: (GLD), (SLV), (SPY)

Saying Goodbye to JCD.

The first test of the Fed Chair – with a miserable outcome.

Some eye popping moves.

An update on the meniscus repair.

And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst

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Christopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks, credit markets, housing finance, and financial regulation. Chris has spent decades studying the U.S. financial system from both the public and private sectors and is the author of Inflated: Money, Debt and the American Dream. His market commentary is widely followed because he’s willing to challenge conventional thinking—and often does so well before consensus catches up.

Chris recently became a brand ambassador for Monetary Metals, a company whose approach to making physical gold a productive asset aligns with views he’s held for years about the role of gold in a portfolio.

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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

Stocks mentioned in this episode: (MSFT), (TLT), (META), (INTC), (AMZN)

Gold and silver ripping.

Jobs numbers telling different many stories.

A good lesson from crowded trades – Let’s not Tip The Boat…

Thomas Thornton, Hedge Fund Telemetry is this week’s guest.

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Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.

Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.

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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

Stocks mentioned in this episode: (SNDK), (MSFT), (BABA), (BIDU), (GLD), (LULU), (SBUX), CMG), (NKE), (JD), (KWEB)

A tongue twister of a move – Bessent’s Big Bond Blunder (say that a few times).

Bitcoin moving higher – not for the reasons you think.

The shine is off the penny – Investors rethinking their tech bets.

This week’s guest – all over SpaceX, Tesla and the latest tech is – Ross Gerber of Gerber Kawasaki.

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Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America.

Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.

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 (https://thedisciplinedinvestor.com/blog/tdi-strategy/)

Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA), (SPCX)