Here we go – the start of the final 3 months of 2026.

A look back to look ahead.

What to expect – when investing…

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/

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

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

Stocks have been hitting records while the bond market is throwing a fit.

Oil is moving higher as the Fed is trying to figure out what to do next. Something doesn’t quite add up.

This week’s guest – James Stack of InvesTech and Stack Financial Management.

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

Recognized as one of the nation’s leading technical analysts, James Stack was formerly a project manager with IBM Research and has a number of domestic and international patents to his credit. After founding financial research firm InvesTech Research in 1979, he began publishing the InvesTech newsletter in 1982 which he continues to lead today. Over the years, InvesTech has earned widespread recognition for its unique analysis of the key forces behind the stock market and its ability to safely guide investors through the most tumultuous times – including the 2008 Financial Crisis, the 2000 Tech Bubble and the 1987 Crash.

In 1994, Jim founded Stack Financial Management (SFM), an affiliate wealth management company which manages over $2B in assets for clients in virtually all 50 states. SFM is considered among the top independent wealth advisors and has consistently been ranked on Barron’s “Top 100 Independent Advisors” in the U.S. and Forbes list of “America’s Top 250 Wealth Advisors”.

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: (IBM), (CAT), (AVGO), (NVDA), (MSFT), (GDX), (XLE), (XLV), (XLP), (XLU), (XLI), (EFV)

Rocky Road as inflation kick in hard.

The weight of the debt is overwhelming.

Banks, tech and earnings in the spotlight….

Thinking about your brain on finance… A great topic to discuss with our Guest – Dr. Daniel Crosby – Chief Behavioral Officer with Orion.

Read this episode’s Podcast Summary and Notes

Dr. Daniel Crosby is a psychologist and behavioural finance expert whose work lives at the intersection of mind and markets. He is the New York Times bestselling author of four books, including The Laws of Wealth, The Behavioral Investor, and The Soul of Wealth – each recognized by the Axiom Business Book Awards as the best investment writing of its release year.

A sought-after speaker, Daniel shares insights worldwide on how human behaviour shapes markets and how understanding psychology can lead to better outcomes for investors and organizations. At home, he is a devoted husband and father of three, a die-hard St. Louis Cardinals fan, an explorer of the American South, and an avid student of Filipino food, culture, and language.

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.

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: (MSFT), (GOOGL), (BAC), (JPM), (GS), (NVDA), (ASML)