The Disciplined Investor Podcast

Employment Report Solid

The Tech disruptors are getting disrupted…

Growth vs Value – an abrupt change.

Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.

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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 management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own busin...

They are calling it Software-mageddon!

Digging into the precious metals.

Wake up Diversification fans – we have something for you…

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: (CRM), (QQQ), (NVDA), (GLD), (SLV)

The FED – keeps rates unchanged

SpaceX announcing IPO plans

Investors cautious on CaprEx spending plans

And our guest – Frank Curzio – Curzio research…

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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 trial subscriptions available)

He has been the editor of several well respected newsletters with major companies as well o...

Greenland babble sinks and then boosts markets.

Natural Gas prices skyrocket.

Small Caps continue to lead markets.

Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!

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Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his pas...

Greenland, Iran and Mexico – OH MY

Earnings 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.

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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, Benjamin helps shape the company’s investment strate...

Capturing Maduro and Buying Greenland – all in a day’s work!

Markets off to a great start – plenty of January to go…

Venezuela oil – untapped opportunity – BUT let’s take a closer look.

And our Guest – Todd Tresidder – Founder of FinancialMentor.com

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Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth...

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 this episode: (SPY), (RTX), (NOC), (SHLD), (GLD)

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.

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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 find undiscovered trading talent worldwide and c...

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

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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...

The Fed cuts and keeps markets guessing.

Silver hits a record – up 100% this year.

Looking at frameworks and fake transparency.

And our guest – Ed Easterling, Founder and President of Crestmont Research

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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and bu...

Quick flip and pivot – Fed in focus.

Stagflation alert – inflation remains sticky.

Unemployment – ADP show massive losses in one category.

Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.

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Andrew Wilkinson, 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 1990s.

Andrew joine...

Tax Relief Boosts Corporate Earnings

S&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

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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 the statistical analysis of S&P DJI’s family of U.S. Indices, including the worl...

We got numbers!

NVIDIA EARNINGS – now we know – remarkable turnaround on the news.

Yen at critical levels – global markets should be on alert.

This week’s guest – Tim Knight – a self proclaimed Permabear.

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Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.

He has been involved in personal computers since late 1979 and, starting at age...

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.

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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 clients. Ross has become one of the most followed investors on social and in trad...

The Emperor New Clothes – looks familiar.

A closer look at valuations

Tariffs under fire – Supreme court hearings.

And our Guest, Manual Blay – The Dow Theory.com  – Newsletter – Home of the Schannep & Blay Timing Indicators.

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Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets.

Mr. Blay’s investment Letter is frequently quoted by Forbes, Mark...

Swiss cheese agreements.

Overspending by big tech – could that be their  downfall?

A rate cut in the dark and AI’s Impact on Future Workforce.

Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.

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Follow @andrewhorowitz

Vitaliy Katsenelson, born  and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with...

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”

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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 i...

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.

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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 ve...

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

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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 jurisdict...

October – will history repeat?

New tariffs announced – again.

Thinking about 401k plans – innovation or exploitation?

And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley

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Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.

A leading expert on the internation...

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.

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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 1990s.

Andrew joined IBKR to create market...

The FED – CUTS as expected

Dot Plot turns dovish

Market – not much of a move really

Rug pulls – moving out of cryto and into IPOs

And we are talking taxes and crypto – with our guest Pat Camuso

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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 FED – CUTS as expected

Dot Plot turns dovish

Market – not much of a move really

Rug pulls – moving out of cryto and into IPOs

And we are talking taxes and crypto – with our guest Pat Camuso

 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...

Inflation is up and its down.

We have revisions and a weakening jobs market.

10yr Treasury trying to break below 4%.

And a new top dog is crowned.

Our guest, Peter Schiff of Europacific Global.

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Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff...

We asked about Frank to the AI bot and listen to what it said.

Eco, Fed and Valuations

False Market Values – are they a thing? We get to the bottom of that question.

Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.

Agentic AI – something to look into…

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Frank Curzio can be reached by email at frank@curzioresearch.com

Frank Curzio is an equity analyst with close to three decades of experien...

Markets react to the chance of a rate cut.

Summertime lull was anything but boring.

September and October await – two of the seasonally worst months for markets.

And our guest – Danielle Park, Venable Park Investment Counsel Inc.

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Follow @andrewhorowitz

More information available on Horowitz & Company’s TDI Managed Growth Strategy

With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author...

Big shoes to fill at the Fed.

Taking pruning sheers to the MoMo names.

Is that it for the year? Digestion phase is upon us.

Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!

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Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch hi...

Home country bias – not benefiting you this year.

CPI inflation – not as bad on the top line – under the surface more to look at.

Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.

Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management

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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...

The Bend and Snap – a one day sell-off is all it takes

Services PMI is just about the contraction zone

Economic reports softening – markets begging for a rate cut

This episode’s guest: our good friend , author and former banker Satyajit  Das – all the way from down under

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Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accura...

F1 Racing and the markets.

Earnings, economics and the Fed.

The casino – zero date options.

Thomas Thornton, Hedge Fund Telemetry is this week’s guest.

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The first time in history this is happening in India

What is Jim Buying?

A restraint of trade and why commodity prices are cheap

Looking to learn from one of the greats – GOAT!

This episode’s guest: Jim Rogers – The Investment Biker

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Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor.  He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes...

Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!

Tariff Fever – Markets don’t really care.

Bitcoin on the move and we will discuss with our guest – Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast.

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Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.

Pri...

The OBBBA is signed into law.

Letters are going out with a new deadline.

Coming up on earnings season – JPM reporting on the 15th – next week.

And our guest – Larry McMillan – The Options Strategist.

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Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certa...

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.

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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 w...

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

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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 referenced on Jim...

The Presidential Cycle and the sectors that may benefit.

Taking a look at the Longevity Paradox

Tariffs and Inflation – is it all a hoax?

Our guest this week – David Gaffen, Breaking News editor at Reuters.

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David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journa...

AI is coming to finance with some major Shifts to the  investment landscape

Sumo Politics in full force.

We got a  China deal, or did we?

Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers.

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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 commissions, advanced trading technology and breadth o...

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 trial subsc...

The tariff saga continues – we got the The TACO trade and the courts now.

The Big Beautiful Bill – in jeopardy.

May was a jolly good month – equities ripped higher.

Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author.

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country’s fastest-growing financial planning and asset management firms. Named ETF Investor of t...

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 portfolio manager of a number of funds offer...