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.

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

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

10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken.

Key Reversal Indicator breaches an important level.

Employment, Inflation and eco still looking good.

Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton.

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Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.

He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.

Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.

Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.

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

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Stocks Mentioned in the Episode: (EWY), (NVDA), (JPM), (BAC), (TSMC), (AMZN), (WFC)

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

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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/

Follow @andrewhorowitz

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

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