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The Disciplined Investor Podcast

The Disciplined Investor Podcast

By: Andrew Horowitz and guests - Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith McCullough TDI
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The Disciplined Investor Podcast2025+ Economics Leadership Management & Leadership Personal Finance Politics & Government
Episodes
  • TDI Podcast: Prepping for 1973 (#966)
    Mar 29 2026

    A one sided peace plan? Let’s hope not…

    Inflation estimates in the 5% range and climbing.

    Private markets, credit and the same story all over again.

    And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap?

    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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    51 mins
  • TDI Podcast: Grocery Inflation Bomb (#965)
    Mar 22 2026

    PPI just exploded higher.

    Florida Freeze about to hit our wallets.

    The Fed is on hold but not happy.

    And the War carry’s on…

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

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

    David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.

    In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.

    Follow @DavidGaffen

    PPI Table Discussed: PPI Table – Feb 2026

    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.

    Stocks Mentioned in the Episode: (WMT), (DAL), (AAL), (EWY)

    Follow @andrewhorowitz

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    1 hr and 4 mins
  • TDI Podcast: Thomas Peterffy Unfiltered (#964)
    Mar 15 2026

    Oil’s Big move – one for the record books.

    Markets in a slight panic – not too worse for ware.

    Inflation numbers are out – but does anyone care?

    And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers.

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

    Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic brokerage firm. He has been at the forefront of applying computer technology to automate trading and brokerage processes since soon after he emigrated from Hungary to the United States in 1965.

    In 1977, Peterffy started his own business with $200,000 savings, writing programs and building systems to value and trade stocks and options, as a market-maker on the American Stock Exchange. He was the first to build mathematical models to calculate and disseminate continuous bid and offer quotations and to develop a tablet computer for use by his employees trading on exchange floors. By the late 80s, Peterffy developed a fully integrated, automated market-making system for stocks, options, and futures, that grew into a digital network encompassing most of the world’s exchanges. Starting in 1993, brokerage interfaces and customers were added to this network that continues to expand in products and customers all over the world.

    Today, Interactive Brokers is one of the largest publicly traded electronic brokers with a market capitalization of over $100 billion. The firm provides direct access to trade executions, clearing, and custodial services for a wide variety of products, including stocks, options, futures, forex, bonds, CFDs, and funds on over 170 markets and in up to 29 currencies around the world.

    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: (OIL), (GLD), (SPY), (QQQ)

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    55 mins
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