Education and implementation of investing techniques.

In this episode, we discuss the important aspects investing, best execution and  enhancements to a really cool trading platform.

This episode's guest: Steve Sanders - EVP at Interactive Brokers.







Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.

Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.

Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.

Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.


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



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Stocks mentioned in this episode: (AAPL), (NVDA)

TDI Podcast: Tool Sharpening (#858)

No stopping a speeding freight train

A rising tide raises all CHIPS – and boy did they rise

Inflation still an issue and the Fed trying to talk markets down (Not working)

Guest: Larry McMillan takes us through some interesting options strategies.







Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and contributes to his firm’s publications: Daily Volume Alerts, The Option Strategist and The Daily Strategist – derivative products newsletters covering equity, index, and futures options. Finally, he speaks on option strategies at many seminars and colloquia in the United States, Canada, and Europe. He is often seen on CNBC and Bloomberg TV and is quoted in publications such as The Wall Street Journal, Barron’s, Technical Analysis of Stocks and Commodities, Data Broadcasting’s “Exchange” magazine, Futures Magazine, theStreet.com, Active Trader Magazine and many others.  In 2011, Mr. McMillan received the prestigious Sullivan Award in recognition on behalf of his outstanding contributions to the growth and integrity of the U.S. options markets.
Follow @optstrategist
CHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDI



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



Stocks mentioned in this episode: (AAPL), (NVDA)

TDI Podcast: An Options Primer (#857)

Inflation – Maybe Stagflation?

Surging unprofitable stocks – a bit of déjà vu here

AI fever rolls on (and on)






After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.
Follow @alphaarchitect



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



Stocks mentioned in this episode: (TOST), (SMCI), (NVDA), (SPY), (YETI)

TDI Podcast: The ETF Architect (#856)

A banking crisis brewing? Say it aint so

Fed’s trying to talk down rate cuts – Powell on 60 Minutes

Looking like a pullback could be in the cards

Guest, Frank Curzio – Curzio Research

 







Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to two 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.
Follow @frankcurzio



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



Stocks mentioned in this episode: (META), (F), (GM), (NVDA), (AMD), (SNAP), (TSLA), (DIS)

TDI Podcast: Curzio’s Snappy Idea (#855)

January is in the books – and the results are mixed.

The Fed gives and takes away – No cuts on the table just yet.

Plenty of tech news this week  - Earnings and more earnings.

And our guest this week – Tom McClellan of the McClellan Market Report.







Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.

In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.
The signup link is http://mcoscillator.com



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), (AAPL), (AMZN)

TDI Podcast: McClellan’s Tidal Forces (#854)

US Economy humming along – better than expected – but calls for rate cuts continue.

Is this the Year for Foreign? Not so fast says markets.

Bitcoin – post ETF blues.

This week's guest - Tim Knight – a self proclaimed Permabear.

 






Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.
He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.

He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.

In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.

Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.

You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope.


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



Stocks mentioned in this episode: (NVDA), (GOOG), (AAPL), (AMD), (META), (MSFT), (INTC)

TDI Podcast: PermaBear Knight (#853)

And on that server farm there was a chip - Ai-Ai-O

Guests John Pugliano and Danielle Dimartino Booth are this week&#39;s guest - talking about the only two things that seem to matter - The Fed and Ai.




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John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.

John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuitous path to success included serving in the military as both enlisted and officer; a corporate career in industrial sales; and finally a late blooming entrepreneur. John has an M.S. in Systems Management from the University of Southern California and a B.S. in Environmental Science &amp; Engineering from Penn State.

 




Danielle DiMartino Booth is CEO &amp; Chief Strategist for QI Research, a research and analytics firm.

DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.

A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.

Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin &amp; Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Follow @DiMartinoBooth



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

TDI Podcast:  Ai-Ai-O  (852)

CPI ticks up – PPI ticks down – never a dull moment.  Earnings season is here – Banks reported and most hit the skids.

Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready!

Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His "Three Pillars" of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.




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Vitaliy Katsenelson, born  and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his  family three brothers, father, and stepmother.

His  professional career is easily described in one sentence: He invest, He educates, he writes, and he could not dream of doing anything else.

He is Chief Investment Officer at Investment Management Associates, Inc (IMA), a value investment firm based in Denver, Colorado. After he received his  graduate and undergraduate degrees in finance (cum laude) from the University of Colorado at Denver, and finished his  CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his  day job.

He found that the university classroom was not big enough, so he started writing. He writes a monthly column for Institutional Investor Magazine and he has  written articles for the Financial Times, Barron‘s, BusinessWeek, Christian Science Monitor, New York Post, and the list goes on.

He was profiled in Barron‘s, and has  been interviewed by Value Investor Insight, Welling@Weeden, BusinessWeek, BNN, CNBC, and countless radio shows.

Vitaliy has authored the Little Book of Sideways Markets (Wiley, 2010) and Active Value Investing (Wiley, 2007).
Follow @vitaliyk



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More information available on Horowitz & Company's TDI Managed Growth Strategy



Stocks discussed this week - (GLD), (SLV), (OIL), (XLE), (UBER), (COIN)

TDI Podcast: Opportunistic Value (#851)

Conflicting Data – but absolute certainty.

What was in is out – a rotation at the start of the year.

The 10-year Treasury tops 4% - for a moment – looking like a key resistance point.

And our guest…Sam Burns of Mill Street Research.







Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.  Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research.

Mill Street Research: Mill Street Research provides a suite of consistently updated research reports and data for institutional investors covering asset allocation, country allocation, sector, and industry selection, equity factor analysis, and a robust quantitative stock selection process. The firm publishes more than eight research pieces each month to update investors on the various models and provide commentary on the current market and economic trends.

You can find Sam Burns & Mill Street Research at https://www.millstreetresearch.com/ and on Twitter at @MillStResearch.


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Stocks mentioned in this episode: (SMH), (OIL), (MCHI), (FXI), (SPY)

TDI Podcast: Skate To The Puck (#850)

So many guests, such great insights - another year down and so much more ahead.

Listen to  some of the "Best Of" guests -  Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more during these episodes.

 






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



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

TDI Podcast: Parade of Guests 2023 (1)

Late day drop then next day pop.

Blame it on option traders – they say...

All about year end positioning.

Our Guest – Brian Dress -Left Brain Research.







Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation.

Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling. FIND OUT MORE

 


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Stocks mentioned in this episode: (TOST), (NKE), (AAPL), (TTD), (MSFT)

TDI Podcast: Success with Dress (#848)

And all of a sudden – a Pivot and a rally to boot!

The 10 year treasury is now – sub 4%.

Oil hit technical support, bounces then stalls.

Some thoughts on what is next with our guest today – Meb Faber – from Cambria Investment Management







Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.

Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.

 


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Stocks mentioned in this episode: (SMH), (OIL), (AAPL), (NVDA)

TDI Podcast: Meb Faber (#847)

Consumers and investors are in the holiday mood.

Goldilocks may be in the house

Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger.







Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.

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.


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Stocks mentioned in this episode: (AAPL), (USO), (GME)

TDI Podcast: Crosby on Liquid Happiness (#846)

SHAZAAM! – A November to Remember!

Powell tries to talk markets down – not happening.

Yields and  the USD collapse – good news for risk assets.

And a look back at an amazing month ….







Info Here.


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



Stocks mentioned in this episode: (AMZN), (NKE), (SPY), (GLD), (SLV), (OIL), (DIA)

TDI Podcast: More Gains to Come? (#845)

Recap from the H&C Client Webinar.

Q&A as well as a look back and look ahead.

What's in Store for 2024?







Client Webinar Recap

 	What is Driving Markets

 	Federal Reserve Remains Restrictive
 	Treasury Yields and Mortgage Rates
 	TINA is Gone, TARA is In
 	The Political Climate Both Here and Abroad
 	The Economy - Running Out of Stimulus


 	Looking Forward

 	Potential Rate Cuts for 2024





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Stocks mentioned in this episode: N/A

TDI Podcast: The Replay (#844)

Govy shutdown – but who cares anyway?

Moody’s does – rating watch to negative.

Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year..

Guest – Frank Curzio. Curzio Research







Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to two 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.
Follow @frankcurzio



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



Stocks mentioned in this episode: (TGT), (MSFT), (SBUX), (DIS), (NVDA), (TSLA), (QQQ), (KRE), (AAPL), (NKE), (SPY), (IWM)

TDI Podcast: Flow with Curzio (#843)

Rates Dip, Oil Dips, Stocks Hold

Banks under pressure again – what is the problem now?

Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Market Report







 
 Register for the November 15th, 2024 Webinar
 



Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork.

In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market‘s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA.
The signup link is http://mcoscillator.com



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



Stocks mentioned in this episode: (TLT), (AAPL), (GLD), (SLV), (BND)

TDI Podcast: Thrust and Trend Update (#842)

How would you like a big inheritance in the future? An Investment Carol

Climbing a wall of worry as Powell tweaks commentary.

Earnings season – looks like going to be back to earnings growth – Say goodbye to the earnings recession

This episode guest: Steve Sanders - EVP at Interactive Brokers.







 
 Register for the November 15th, 2024 Webinar
 



Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.

Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.

Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.

Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.
IBKR CAMPUS


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Stocks mentioned in this episode: (TLT), (AAPL), (GOOG), (AMZN), (BND)

TDI Podcast: An Investment Carol (#841)

Only one sector up for the month – it will surprise you.

GDP is what? Who says the economy is slowing?

Margins and earnings – a look inside.

And our guest this week  - Danielle Dimartino Booth







 
 Register for the November 15th, 2024 Webinar
 




Danielle DiMartino Booth is CEO & Chief Strategist for QI Research, a research and analytics firm.

DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.

Since their inception in 2015, commentary and data from DiMartino Booth’s The Daily Feather and The Weekly Quill have appeared in other financial sources such asBloomberg, CNBC, Fox Business, Institutional Investor, Yahoo Finance, The Wall Street Journal, MarketWatch, Seeking Alpha, TD Ameritrade, TheStreet.com, and more.

A global thought leader in monetary policy, economics, and finance, DiMartino Booth founded QI Research in 2015. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.

Prior to QI Research, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She served as Advisor to President Richard W. Fisher throughout the financial crisis until his retirement in March 2015. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.

DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed-income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Follow @DiMartinoBooth



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



Stocks mentioned in this episode: (TGT), (WMT), (SPY), (AMZN)

TDI Podcast: DiMartino’s Hail Mary (#840)

What exactly is AI and how is it transformational?

Where are markets going and why does the Fed want the economy to break?

Our guest, Ross Gerber is naming names in the AI and Tech space that he likes right now.







 
 Register for the November 15th, 2024 Webinar
 



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.


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



Stocks mentioned in this episode: (TSLA), (AI), (MSFT), (AMZN), (XLK), (NVO), (NKE), (LULU)

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