Blowout numbers from Semis – tech is on fire!

The war is kinda over – but nothing has changes.

A deep dive into AI and employment trends – is your job at risk.

And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD.

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Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history’s wildest financial strategies made him financially independent in his mid-40s.

His writing blends deep, unconventional insights with some of history’s most hilarious stories His first book, Founding Sins , from Oxford University Press, was praised as “extraordinary” and “witty.”

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

Chart/Graphic Discussed

Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG), (WHR)

Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on…

So many people confidently discussing a subject they know little about, while dismissing experts.

The big boys have reported !

Powell’s Last speech – and a divided Fed.

Inflation – via the PCE is hot.

Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management.

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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”.

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: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG)

War is on or off – can’t keep track

But, nothing has changed with the flow of oil

What is the story that markets really telling us ?

And our guest, Howard Lindzon, Founder of Social Leverage.

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Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California.

Follow @howardlindzon

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

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: (GEV), (BA), (AAPL). (GOOG), (DKNG), (HOOD)