The Disciplined Investor Podcast
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Andrew Horowitz And Guests Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith Mccullough Tdi
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May Market Madness – Tech vs. everything else. Politicians create problems – just to fix them – My Heroes! Bifurcating markets – that is of interest. And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investmen…
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Memorial Day is here and we can smell the summer! Government creating problems – just to solve them? Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello. Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened in Fort Lauderdale, FL on …
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The Disciplined Investor


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TDI Podcast: Dunning Kruger Effect (#817)
53:17
53:17
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Risk warehousing, Government paralysis and other interesting concepts from this week’s guest, Dr. Richard Smith. How to mitigate self-defeating investment plans? AI and the potential for civilization – good stuff in this episode. When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formul…
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Inflation CPI report as expected – markets – don’t know what to make of it. Banks still not getting any love – more shoes to drop. Debt ceiling talks going nowhere… This week’s guest is Thoma Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo C…
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TDI Podcast: Revenge Investing (#815)
1:04:49
1:04:49
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No Dead Fed – Hikes still on the table – although markets don’t agree. A quick look back and ahead as banks are in trouble. It is getting a little silly… Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indic…
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TDI Podcast: The Cycle Is The Cycle (#814)
46:00
46:00
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The banking Crisis is NOT over – no surprise here. Earnings for mega names coming in better than expected – stocks zooming. Sinkhole Alert issued – what does that even mean? And a conversation about M2 Money Supply. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More…
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420 – came and went – should we make it a national holiday! Taxes done? – in the mail and all finished – right? Markets are busy digesting earnings and my very interesting meeting with a Fed big shot. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on…
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TDI Podcast: Flood of Information (#812)
1:01:22
1:01:22
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Inflation receding, like the floods in my neighborhood. Fed calls for a mild recession. Earnings season begins – banks…batter up! Guest – Frank Curzio – Curzio research and Wall Street Unplugged Podcast. Check this out and find out more at: http://www.interactivebrokers.com/ Frank Curzio can be reached by email at frank@curzioresearch.com Frank Cur…
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Markets get skittish on economic slowdown concerns. Employment Report – inline and not much of a surprise. 10-year Yield tumbles to lowest since Sept 2022 and helps precious metals break out. Let’s look back to look ahead… Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversificatio…
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