The FED – keeps rates unchanged

SpaceX announcing IPO plans

Investors cautious on CaprEx spending plans

And our guest – Frank Curzio – Curzio research…

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Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.

Check out his newsletters. (Free trial subscriptions available)

He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged.

Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance.

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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: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)

Greenland babble sinks and then boosts markets.

Natural Gas prices skyrocket.

Small Caps continue to lead markets.

Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!

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Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his passion for whiskey with his background in building pioneering investment ventures.

Kasler founded CaskX in 2019, officially launching operations in early 2020 during the COVID?19 pandemic. Despite global shutdowns, he built momentum by developing an innovative model that allows investors to purchase portfolios of barreled whiskey, which appreciate in value as they mature.

CaskX:

• Manages 30,000+ casks valued at over $50 million
• Serves 700+ investors worldwide
• Employs over 30 professionals
• Operates in Beverly Hills, Louisville, Sydney, Hong Kong, London, Toronto, and Des Moines

Learn More at http://www.ibkr.com/funds

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Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (@NG), (INTC), (QQQ), (SPY), (IWM), (DELL)

Greenland, Iran and Mexico – OH MY

Earnings season – yes it is here !

Markets re on fire – all systems go – Get your gold and silver too!

And out guest – Benjamin Kahle – Managing Partner of Wellings Capital.

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Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company’s investment strategy and guides asset management initiatives. Since joining Wellings Capital as an intern in 2015, Benjamin has played an instrumental role in the firm’s growth, driving it from $0 to over $215 million in investor equity under management and over $450 million of assets under management. His leadership has helped establish Wellings Capital as a trusted name in the commercial real estate private equity space. Benjamin’s real estate career began early—he became a licensed realtor during his junior year of college. He earned his Bachelor’s degree in Business Administration from Liberty University and lives in Central Virginia with his wife and son.

Learn More at http://www.ibkr.com/funds

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (SPY), (TSLA), (GOOG), (BIDU)

Capturing Maduro and Buying Greenland – all in a day’s work!

Markets off to a great start – plenty of January to go…

Venezuela oil – untapped opportunity – BUT let’s take a closer look.

And our Guest – Todd Tresidder – Founder of FinancialMentor.com

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Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn’t, and why based on a depth of proven experience.

Todd is a financial coach and educator at FinancialMentor.com. He’s the author of five financial planning books including ‘How Much Money Do I Need To Retire?,’ ‘Don’t Hire A Financial Coach,’ and ‘Variable Annuity Pros and Cons.’ You can connect with Todd via his website, Financialmentor.com, Twitter @FinancialMentor, or on Google+.

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

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Stocks mentioned in this episode: (SHLD), (RTX), (SPY), (GLD), (XLE)

Prospective Perspective – we are looking ahead by looking back.

A new year – what may drive returns into 2026.

So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.

Learn More at http://www.ibkr.com/funds

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (SPY), (RTX), (NOC), (SHLD), (GLD)

Being disciplined pays off.

Markets finishing in a good place – ready for 2026.

Fun times ahead with a January warning.

Inspired by Market Wizards with our guest, the renowned Jack Schwager.

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Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities.

Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020), Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series.

Learn More at http://www.ibkr.com/funds

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (SPY), (NVDA), (TOST), (QQQ), (GLD)

The walls are coming down – the house of cards exposed.

We have economic data – late but we got it.

And that concludes the last full week of trading for 2025!

And our guest – Robbie Miles, CEO of Live and Let Live

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Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a freer, more peaceful world. As part of the Live and Let Live community, you’re surrounded by individuals who share a passion for personal responsibility, non-aggression, and being good humans.

Here, we connect, collaborate, and grow together — exchanging ideas, supporting one another, and taking action that aligns with our shared values of peace, freedom, and human flourishing. Whether you’re here to learn, contribute, or lead, there’s a place for you in this movement.

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

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

The Fed cuts and keeps markets guessing.

Silver hits a record – up 100% this year.

Looking at frameworks and fake transparency.

And our guest – Ed Easterling, Founder and President of Crestmont Research

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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.

Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.

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

Follow @andrewhorowitz

Stocks mentioned in this episode: (SPY), (QQQ), (NVDA), (IBM)