The Disciplined Investor

The first time in history this is happening in India What is Jim Buying? A restraint of trade and why commodity prices are cheap Looking to learn from one of the greats – GOAT! This episode’s guest: Jim Rogers – The Investment Biker TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782 NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/07/TDI-Notes-and-Summary-931.pdf] ---------------------------------------- [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/06/jimrogers1.jpg]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/06/jimrogers1.jpgJim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor.  He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide.  He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University. After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership.  During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%.  Rogers then decided to retire – at age 37.  Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS’s ‘The Dreyfus Roundtable’ and FNN’s ‘The Profit Motive with Jim Rogers’. In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records.  As a private investor, he constantly analyzed the countries through which he traveled for investment ideas.  He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers.  Jim also embarked on a Millennium Adventure in 1999.  He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record.  Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip.   ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- Follow @andrewhorowitz [https://twitter.com/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: (SLV), (GLD), (CMG), (DOW), (KSS), (KOSS), (DHI), (SHW)

Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course! Tariff Fever – Markets don’t really care. Bitcoin on the move and we will discuss with our guest – Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast. TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/07/TDI-Notes-and-Summary-930.pdf] ---------------------------------------- [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/03/Anthony-Scaramucci-300x300.jpg]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/03/Anthony-Scaramucci.jpgAnthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co. In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books. OPEN BOOK PODCAST ON APPLE [https://podcasts.apple.com/us/podcast/open-book-with-anthony-scaramucci/id1663394459] Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School. Follow @Scaramucci [https://twitter.com/Scaramucci] ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- Follow @andrewhorowitz [https://twitter.com/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: (CRPT), (GNRC), (SPY)

The OBBBA is signed into law. Letters are going out with a new deadline. Coming up on earnings season – JPM reporting on the 15th – next week. And our guest – Larry McMillan – The Options Strategist. TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/07/TDI-Notes-and-Summary-929.pdf] ---------------------------------------- [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/02/Mcmillan_smallt-150x150.jpg]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/02/Mcmillan_smallt.jpgProfessional 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 [https://twitter.com/optstrategist] CHECK IT OUT To claim the offer attendees should visit www.OptionStrategist.com/TDI [http://www.OptionStrategist.com/TDI] ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- Follow @andrewhorowitz [https://twitter.com/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: (AAPL), (NVDA), (JPM), (NVDY), (MSTY)

Jobs Job Jobs  – not too hot, not too cold. VIX – under 17 – a contra-signal? The KRI (Key) seems to thing so – overbought at a +5 Guest John Pugliano, host of the Wealthsteading Podcast is our guest. TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/07/TDI-Notes-and-Summary-928.pdf] ---------------------------------------- Follow @andrewhorowitz [https://twitter.com/andrewhorowitz] ----------------------------------------   [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2018/09/John-Pugliano-FBB-300x200.jpg]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2018/09/John-Pugliano-FBB.jpgJohn Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation [https://www.amazon.com/Robots-are-Coming-Profiting-Automation/dp/1612436692]. He’s also the host of the Wealthsteading [https://www.wealthsteading.com/] 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 & Engineering from Penn State. ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- More information available on Horowitz & Company’s TDI Managed Growth Strategy [http://www.thedisciplinedinvestor.com/blog/about-us/tdi-strategy/] ---------------------------------------- Stocks discussed this week – (ABNB), (UBER), (AAPL), (SMR), (OKLO), (CEG), (TSLA), (AMZN), (WMT)

PCE – The Fed’s preferred inflation metric… The VIX – pricing in smooth sailing – how to hedge… And commodities – The one most interesting trade right now is…? Commodities on the move – great time to bring on our guest – Carley Garner of DeCarley Trading TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/06/TDI-Notes-and-Summary-927.pdf] ---------------------------------------- Carley-Garner-commodity-broker-small [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2016/09/Carley-Garner-commodity-broker-small-300x244.jpg]http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2016/08/Carley-Garner-commodity-broker-small.jpgCarley Garner [http://www.DeCarleyTrading.com] is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC, and she is a regular guest on Bloomberg Television’s Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and “Futures” aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country.51w9FhzBM2L._SX386_BO1,204,203,200_ [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2016/09/51w9FhzBM2L._SX386_BO1204203200_-233x300.jpg]http://higherprobabilitycommoditytradingbook.com/ Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader’s First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com [http://www.DeCarleyTrading.com] ---------------------------------------- Follow @andrewhorowitz [https://twitter.com/andrewhorowitz] More information available on Horowitz & Company’s TDI Managed Growth Strategy [http://www.thedisciplinedinvestor.com/blog/about-us/tdi-strategy/] ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- Stocks mentioned in this episode: (SPY), (UVXY), (VXX)   Chart mentioned in this episode: [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/06/OilAfterIRan-300x180.png]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/06/OilAfterIRan.png