The Disciplined Investor
The Disciplined Investor Podcast
Episodes
October 12, 2025 • 60 mins
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 &...
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October 5, 2025 • 53 mins
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...
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September 28, 2025 • 57 mins
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 ...
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September 21, 2025 • 67 mins
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 t...
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September 14, 2025 • 63 mins
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 Pa...
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September 7, 2025 • 60 mins
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 analys...
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August 31, 2025 • 73 mins
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 pro...
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August 24, 2025 • 59 mins
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 account...
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August 17, 2025 • 58 mins
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 Inve...
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August 10, 2025 • 64 mins
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’...
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August 3, 2025 • 66 mins
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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Stay Updated
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a selec...
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July 27, 2025 • 52 mins
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. ...
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July 20, 2025 • 62 mins
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 globa...
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July 13, 2025 • 55 mins
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 str...
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July 6, 2025 • 60 mins
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 Wealths...
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June 29, 2025 • 61 mins
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 Financia...
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June 22, 2025 • 63 mins
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 a...
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June 15, 2025 • 49 mins
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...
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June 8, 2025 • 61 mins
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 c...
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June 1, 2025 • 84 mins
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.
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Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Manag...
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