PODCAST

The Disciplined Investor Podcast

Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI

business investing

All Episodes

59:44

TDI Podcast: The Perfect Portfolio (#960)

The Disciplined Investor Podcast ·

2026/02/15

Employment Report SolidThe Tech disruptors are getting disrupted… Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals. Cullen’s primary areas of expertise include global macro portfolio construction, quantitative risk

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1:05:13

TDI Podcast: Private Equity Insights (#956)

The Disciplined Investor Podcast ·

2026/01/18

Greenland, Iran and Mexico – OH MYEarnings season – yes it is here ! Markets re on fire – all systems go – Get your gold and silver too! And out guest – Benjamin Kahle – Managing Partner of Wellings Capital. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role,

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1:02:36

TDI Podcast: Prospective Perspective (#954)

The Disciplined Investor Podcast ·

2026/01/04

Prospective Perspective – we are looking ahead by looking back.A new year – what may drive returns into 2026. So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025. 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

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1:00:18

TDI Podcast: Wizardly Discipline (#953)

The Disciplined Investor Podcast ·

2025/12/28

Being disciplined pays off.Markets finishing in a good place – ready for 2026. Fun times ahead with a January warning. Inspired by Market Wizards with our guest, the renowned Jack Schwager. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to

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1:06:17

TDI Podcast: Live and Let Live (#952)

The Disciplined Investor Podcast ·

2025/12/21

The walls are coming down – the house of cards exposed.We have economic data – late but we got it. And that concludes the last full week of trading for 2025! And our guest – Robbie Miles, CEO of Live and Let Live NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a freer, more peaceful world. As part of the Live and Let Live community, you’re surrounded by

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50:00

TDI Podcast: Hidden Boosts (#949)

The Disciplined Investor Podcast ·

2025/11/30

Tax Relief Boosts Corporate EarningsS&P 500 Financial Performance Analysis Share Buybacks and Market Indices Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices NEW! Download the AI Generated Show Notes (Guest Segment) Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for

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1:16:10

TDI Podcast: R2D2 – The Truth About AI (#947)

The Disciplined Investor Podcast ·

2025/11/16

The Government is back open – is that a good thing?October’s economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual

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59:45

TDI Podcast: DiMartino Booth Says What?(#944)

The Disciplined Investor Podcast ·

2025/10/26

It's time to tend to tend to the garden – a little maintenance for the portfolioOctober does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To

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1:00:31

TDI Podcast: Modern Disciplines (#942)

The Disciplined Investor Podcast ·

2025/10/12

The government is shutdown – How long this time?The Bubble - how much longer can it last? The healthcare sector gets a needed boost…. Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) 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

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57:16

TDI Podcast: Traders’ Campus (#940)

The Disciplined Investor Podcast ·

2025/09/28

Stocks take a breather after a huge run.Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkenson, Director of Trading Education at Interactive Brokers. Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the

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1:00:31

TDI Podcast: Industrial Digitization (#928)

The Disciplined Investor Podcast ·

2025/07/06

Jobs Job Jobs - not too hot, not too cold.VIX – under 17 – a contra-signal? The KRI (Key) seems to thing so – overbought at a +5 Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Follow @andrewhorowitz John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on

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1:01:45

TDI Podcast: Options for Numb Zone (#927)

The Disciplined Investor Podcast ·

2025/06/29

PCE – The Fed’s preferred inflation metric…The VIX – pricing in smooth sailing - how to hedge... And commodities – The one most interesting trade right now is...? Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley Trading NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of

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1:01:37

TDI Podcast: Skin In The Game (#924)

The Disciplined Investor Podcast ·

2025/06/08

How to invest, research and do it with skin in the game.Is the USD vulnerable? You may be surprised by the answer. How to identify under-the-radar opportunities. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free

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1:03:21

TDI Podcast: A Familiar Feeling (#922)

The Disciplined Investor Podcast ·

2025/05/25

The economy looks okay – retailers say otherwise.The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) 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

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1:04:05

TDI Podcast: Audit Defense (#919)

The Disciplined Investor Podcast ·

2025/05/04

BOOM Tech earnings– a few big winners here!GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s

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56:53

TDI Podcast: Dressing it Up (#917)

The Disciplined Investor Podcast ·

2025/04/20

Tariff Turmoil – not getting much betterStock Market Chaos – Uncertainty reigns Recession Alarm – Is this a ticking time bomb? And our guest – Brian Dress from Left Brain Wealth Management NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them

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53:49

TDI Podcast: Falling off K2 (#912)

The Disciplined Investor Podcast ·

2025/03/16

First Level Thinking and how we got into this mess.A few market thoughts while sipping on tea. Financial Literacy Month – getting ready. Guest, Steve Sanders, EVP at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low

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57:39

TDI Podcast: Survival is Key (#910)

The Disciplined Investor Podcast ·

2025/03/02

Is it possible to invest like an IVY school endowment?Factor investing and a new 315 Exchange ETF! New investor advice – get your pencils sharpened ! Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) 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

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1:03:51

TDI Podcast: $Degenerates$(#905)

The Disciplined Investor Podcast ·

2025/01/26

Degenerate economy trends.The Executive orders are flying. Startups, private equity and venture capital. And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Ryan Zabrowski, CFP, MSF 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

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58:46

TDI Podcast: Crypto Tax Loopholes (#903)

The Disciplined Investor Podcast ·

2025/01/12

Volatility sparking upNo rate cuts until maybe June now Inauguration just days away – what is in store? Guest – Pat Camuso – crypto tax specialist NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the

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