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The Disciplined Investor Podcast

The Disciplined Investor Podcast

Auteur(s): Andrew Horowitz and guests - Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith McCullough TDI
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 The Disciplined Investor Podcast2022+ Finances personnelles Gestion et leadership Politique Économie
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  • TDI Podcast: DiMartino Booth Says What?(#944)

    TDI Podcast: DiMartino Booth Says What?(#944)
    Oct 26 2025
    It's time to tend to tend to the garden – a little maintenance for the portfolio October 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 build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy. DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets. DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University. Follow @DiMartinoBooth Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)
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    1 h
  • TDI Podcast: Profit on Predictions (#943)

    TDI Podcast: Profit on Predictions (#943)
    Oct 19 2025
    Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another "V" recovery - or fake out? And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) 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. Follow @howardlindzon 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 this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)
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    1 h et 4 min
  • TDI Podcast: Modern Disciplines (#942)

    TDI Podcast: Modern Disciplines (#942)
    Oct 12 2025
    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 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/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Follow @andrewhorowitz Stocks Mentioned in the Episode: (AMZN), (NFLX), (PLTR)
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    1 h et 1 min
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