PODCAST

The Disciplined Investor Podcast

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

business investing

All Episodes

59:45

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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1:00:31

TDI Podcast: Parade of Guests (#902)

The Disciplined Investor Podcast ·

2025/01/05

Ringing in the new yearLooking back to look ahead It’s that time - the Parade of Guests of 2024 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/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (SPY), (RDTI), (NVDA), (TOST), (QQQ)

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48:18

TDI Podcast: Become a Market Wizard (#901)

The Disciplined Investor Podcast ·

2024/12/29

Can anyone become a market wizard? Looking at the common thread to success. December not what is was cracked up to be... 2024 is coming to an end and we are looking towards 2025 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

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58:53

TDI Podcast: Market Psych with Shannon (#900)

The Disciplined Investor Podcast ·

2024/12/22

Ooops, he did it again... The Fed cuts rates – but rates rise The VIX skyrockets – what is that telling us? DJIA does something it hasn’t done since 1974 Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners,

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56:13

TDI Podcast: Binary Outcomes (#899)

The Disciplined Investor Podcast ·

2024/12/15

Outlook for options trading The landscape for trading worldwide amongst political and economic uncertainty globally The growth of prediction markets and demand for election contracts New budgeting tool Update on demand for overnight trading hours on IBKR’s platform from this week's guest, Steve Sanders 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

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55:37

TDI Podcast: Fiscal Sisyphus (#897)

The Disciplined Investor Podcast ·

2024/12/01

Tech off track for the weekBitcoin stampede finally slows. Eco data – humming along and the Fed is starting to change its tune. Guest: Jonathan Petersen, Variant Perception NEW! DOWNLOAD THE AI GENERATED SHOW NOTES "Fiscal Sisyphus" is a term used to describe a situation where fiscal policy supports growth despite economic "gravity" dragging it down. The term refers to the Greek myth of Sisyphus, who was condemned by the gods to roll a boulder up a hill in the underworld, only to have it roll

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54:29

TDI Podcast: Options on Commodities (#883)

The Disciplined Investor Podcast ·

2024/08/25

Is the end of "peak commodities" a possibility and what is the cycle that we may see in the near future.The Fed and Jackson Hole - they need to ring the victory bell already and then step aside. Our guest, Carley Garner Futures and Options Trader on the outlook for commodities. 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 experience, her commodity market analysis is often

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TDI Podcast: Let’s Retire Rich (#870)

The Disciplined Investor Podcast ·

2024/05/26

NVDA earnings so good it sucks the markets dry.Fed minutes – sounding a bit hawkish. Bond yields on the rise again. Copper falls – from all-time highs. Michael Johnston, CFA is a financial industry veteran with a passion for improving outcomes for retail investors. Following stints in corporate finance and investment banking, Michael founded ETF Database (ETFdb) and grew it into the largest independent media property covering exchange-traded funds (ETFs). Under Michael’s leadership, the

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