Andrew Horowitz Host Podcasts

May Market Madness – Tech vs. everything else. Politicians create problems – just to fix them – My Heroes! Bifurcating markets – that is of interest. And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investmen…

Memorial Day is here and we can smell the summer! Government creating problems – just to solve them? Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello. Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened in Fort Lauderdale, FL on …

Risk warehousing, Government paralysis and other interesting concepts from this week’s guest, Dr. Richard Smith. How to mitigate self-defeating investment plans? AI and the potential for civilization – good stuff in this episode. When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formul…

Inflation CPI report as expected – markets – don’t know what to make of it. Banks still not getting any love – more shoes to drop. Debt ceiling talks going nowhere… This week’s guest is Thoma Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo C…

No Dead Fed – Hikes still on the table – although markets don’t agree. A quick look back and ahead as banks are in trouble. It is getting a little silly… Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indic…

The banking Crisis is NOT over – no surprise here. Earnings for mega names coming in better than expected – stocks zooming. Sinkhole Alert issued – what does that even mean? And a conversation about M2 Money Supply. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More…

420 – came and went – should we make it a national holiday! Taxes done? – in the mail and all finished – right? Markets are busy digesting earnings and my very interesting meeting with a Fed big shot. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on…

Inflation receding, like the floods in my neighborhood. Fed calls for a mild recession. Earnings season begins – banks…batter up! Guest – Frank Curzio – Curzio research and Wall Street Unplugged Podcast. Check this out and find out more at: http://www.interactivebrokers.com/ Frank Curzio can be reached by email at frank@curzioresearch.com Frank Cur…

Markets get skittish on economic slowdown concerns. Employment Report – inline and not much of a surprise. 10-year Yield tumbles to lowest since Sept 2022 and helps precious metals break out. Let’s look back to look ahead… Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversificatio…

Rate direction – bets are for cuts later this year! Ending the quarter on a more positive note – market happy nothing else is breaking. Nailing 1st place in the Chili Cook off – secret ingredient. This week’s guest – Danielle DiMartino Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, r…

Central Banks boost rates, bond yields fall.Powell says banking system is strong and resilient!Yellen says not planning on full backstop.Double talk and backspeak – only meant to confound and confuse.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking for style diversification? More information on th…

Banks are in the tank – bad mojo out there.The Fed and Treasury getting out the playbook – keep up confidence at any cost!QT turns to QE – half of April's QT bought back – just last week!Guest - Anthony Scaramucci discusses some really interesting topics such as the Avatars of Our Anger, the ongoing Jihad to punish bank execs and his take on bitcoi…

A Best of show put together by Ryan Rediske. Great work and a lookback on some of the smart and not-so smart calls on tech from 2022.It is a good practice to see what you got right and what you got wrong to help make better decision in the future.Check this out and find out more at: http://www.interactivebrokers.com/Follow @andrewhorowitzLooking fo…