Episode Transcript
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The Disciplined Investor is all about
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you, your money and the markets.
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Sit back and get ready for
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this edition of The Disciplined Investor
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podcast. This
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episode of The Disciplined Investor is
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sponsored by Horowitz & Company. If
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you're looking for a portfolio manager, look
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no further. Horowitz & Company,
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from seed through harvest, cultivating
1:25
financial success. China
1:31
surges, then drops, then surges after
1:33
massive stimulus is introduced. Tech
1:35
leads into the end of the quarter and
1:38
metals, including copper, get a boost. Our
1:40
guest today is Manuel
1:43
Bly, editor of the
1:45
dowtheory.com. All this and
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much more on episode 888 of
1:51
The Disciplined Investor podcast. cheaper.
44:00
So this is why I'm bullish in the USA.
44:02
OK, maybe we get a bear market in six
44:04
months. We have market timers. Then OK, we'll write
44:07
the bear. But on
44:09
the fundamental long term,
44:12
I am bullish on the USA. You have cheap energy.
44:14
You are hard workers and you have innovation. Yeah, I
44:17
hear you. And there are these two
44:19
things that we Europeans don't have. We
44:21
have regulation. We are lazy because there
44:24
are exceptions. But on a general
44:26
basis, we don't have the work attitude of the
44:28
Americans. And for a more, we have an
44:30
issue, a deep issue with energy. So
44:34
make your money in the US stock market. And
44:36
then you go to Madrid and Italy. And then
44:38
you have your book from there. I like it.
44:40
I like it. Manuel Bly from
44:42
thedouthery.com. I know you can get some of your
44:44
stuff, a tester version of what you have. We'll
44:46
just send them right over to your site. We'll
44:48
have all the information on how to get there
44:50
on the show notes for the
44:52
Discipline Investor podcast, number 888, which
44:56
I think is a lucky number in China, by
44:58
the way. I
45:00
think so. Thanks for being here. I appreciate you. OK,
45:03
thanks for having me on your show. It's always a pleasure.
45:05
So I'll see you soon. OK, thanks so
45:07
much. See you. OK, see you. Bye.
45:11
And that's going to wrap it up. You know, this
45:13
week we have, I would call him a bull right
45:15
now, a substantial bull. Next week, we're going to go
45:17
to the other side and bring on a bear. Going
45:20
to be kind of a back to back
45:23
contest of what's going on, the bull versus
45:25
the bear. But make
45:27
sure to stay tuned to that. Make sure
45:29
to get yourself subscribed over at YouTube, by
45:31
the way. The Discipline Investor is
45:33
now on YouTube as well as DH Unplugged. You can
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go there and just grab each episode
45:38
when it comes out right away with
45:40
a subscription there or Apple Podcasts or
45:42
Spotify or Amazon
45:44
Podcasts, wherever you want to grab it from. Thanks for joining
45:46
me this week and every week. And I'll see you again
45:49
real soon. Nothing
45:55
discussed in this podcast should be considered a
45:57
recommendation to buy or sell any security. Pass
45:59
performance.
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