We kind of have a ceasefire – depends on who you ask.

The Fed still thinking of a rate cut this year.

Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand…

We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in behavioral analytics and works with many of the world’s largest investment managers. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as CIO of Avocet Capital Management, a technology hedge fund). She’s the co-author of “Stock Market Maestros: The winning habits, strategies, and mindsets of the world’s best investors” (2026).

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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: (SPY), (USO)

Sitting on hands – maybe a good idea right now.

Confidence vs. courage in your investment process.

A look at Q1 markets and economics.

Thomas Thornton, Hedge Fund Telemetry is this week’s guest.

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.

Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.

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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: (AAPL), (USO), (MSFT), (GLD), (SLV), (EWY)

A one sided peace plan? Let’s hope not…

Inflation estimates in the 5% range and climbing.

Private markets, credit and the same story all over again.

And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap?

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