Podcast · 65 episodes
The Disciplined Investor, page 2
by Andrew Horowitz - Host · English
The Disciplined Investor Podcast
All episodes, page 2
TDI Podcast: Stock Market Maestros (#968)The episode uses a geopolitical “whiplash” market moment (ceasefire headlines tied to Iran and oil/volatility swings) to argue that investors are often trading headlines and timing rather than…12 Apr 2026 · 1 h 8 min · 30 chapters
TDI Podcast: Conviction vs. Courage (#967)The episode argues that the March market shock was driven by the Strait of Hormuz disruption and a rapid repricing of oil, inflation expectations, and interest-rate cuts, creating “confidence vs.5 Apr 2026 · 1 h 11 min · 21 chapters
TDI Podcast: Prepping for 1973 (#966)The episode argues that markets face overlapping 2026 stresses—especially strain in private credit, rising inflation expectations driven by Middle East/Iran-related oil disruption, and pressure in…29 Mar 2026 · 51 min · 15 chapters
TDI Podcast: Grocery Inflation Bomb (#965)In this episode of *The Disciplined Investor*, host Andrew Horowitz discusses pressing economic issues including soaring Producer Price Index (PPI) numbers, the impact of a recent freeze in Florida…22 Mar 2026 · 1 h 4 min · 23 chapters
TDI Podcast: Thomas Peterffy Unfiltered (#964)In this episode of *The Disciplined Investor*, hosted by Andrew Horowitz, the focus is on significant market movements, particularly in oil, and features a conversation with Thomas Peterffy, the…15 Mar 2026 · 55 min · 20 chapters
TDI Podcast: Gerber on Ai, Tech and War (#963)In this episode of *The Disciplined Investor* podcast, host Andrew Horowitz discusses current market conditions, inflation risks, and geopolitical tensions with guest Ross Gerber, CEO of Gerber…8 Mar 2026 · 1 h 10 min · 27 chapters
TDI Podcast: Reality Bites (#962)Danielle DiMartino Booth, Founder & CEO of Quill Intelligence1 Mar 2026 · 57 min · 15 chapters
TDI Podcast: Commodity Carley (#961)In this episode of The Disciplined Investor Podcast, host Andrew Horowitz discusses the commodity market and features guest Carley Garner, a futures and options broker at DeCarley Trading.22 Feb 2026 · 55 min · 20 chapters
TDI Podcast: The Perfect Portfolio (#960)In this episode of *The Disciplined Investor*, host Andrew Horowitz discusses the current state of the market with guest Cullen Roche, author of *Your Perfect Portfolio*.15 Feb 2026 · 1 h · 20 chapters
TDI Podcast: The Right Mix (#959)In this episode of *The Disciplined Investor*, host Andrew Horowitz discusses recent market developments, notably termed "Software-mageddon," the dynamics of precious metals, and emphasizes the…8 Feb 2026 · 53 min · 19 chapters
TDI Podcast: Urgent Stock Trends (#958)In episode #958 of *The Disciplined Investor Podcast*, host Andrew Horowitz discusses critical financial topics, including the Federal Reserve's decision to maintain interest rates, SpaceX's upcoming…1 Feb 2026 · 1 h 7 min · 35 chapters
TDI Podcast: Bourbon Ta$ting (#957)In this episode of *The Disciplined Investor*, host Andrew Horowitz discusses recent market developments, particularly focusing on the surging natural gas prices and the continued performance of…25 Jan 2026 · 1 h 2 min · 28 chapters
TDI Podcast: Private Equity Insights (#956)In this episode titled "Private Equity Insights," Andrew Horowitz discusses the current state of the markets, geopolitical tensions, and employment data, while welcoming guest Benjamin Kahle,…18 Jan 2026 · 1 h 5 min · 23 chapters
TDI Podcast: The Probability Payoff (#955)A deep dive into the current market trends, untapped opportunities in Venezuela's oil sector, and a discussion with Todd Tresidder from FinancialMentor.com.11 Jan 2026 · 1 h 6 min · 29 chapters
TDI Podcast: Prospective Perspective (#954)Prospective Perspective (#954)4 Jan 2026 · 1 h 3 min · 48 chapters
TDI Podcast: Wizardly Discipline (#953)The 953rd episode of The Disciplined Investor Podcast features a discussion focusing on the importance of discipline in investing, market readiness for 2026, and insights from renowned guest Jack…28 Dec 2025 · 1 h · 29 chapters
TDI Podcast: Live and Let Live (#952)Delving into economic trends, market movements, and a special guest segment featuring Robbie Miles, CEO of Live and Let Live.21 Dec 2025 · 1 h 6 min
TDI Podcast: The Physics of Finance (#951)In this episode, Andrew Horowitz discusses recent developments in the financial markets, focusing on the Federal Reserve's actions, the surge in silver prices, and the broader implications of…14 Dec 2025 · 1 h
TD Podcast: Predictive Markets (#950)In this episode, host Andrew Horowitz discusses crucial economic indicators such as inflation, unemployment, and the Federal Reserve's decisions while delving into the concept of predictive markets…7 Dec 2025 · 50 min
TDI Podcast: Hidden Boosts (#949)Discussion on how tax relief is boosting corporate earnings.30 Nov 2025 · 50 min
TDI Podcast: Bearish Revelations (#948)In this episode of *The Disciplined Investor Podcast*, host Andrew Horowitz discusses key market movements, particularly focusing on NVIDIA's earnings, currency fluctuations, and the broader…23 Nov 2025 · 57 min
TDI Podcast: R2D2 – The Truth About AI (#947)Discussion on economic data, investor valuations, robotaxis, and guest insights from Ross Gerber of Gerber Kawasaki.16 Nov 2025 · 1 h 16 min
TDI Podcast: The Emperor’s Clothes Again (#946)In this episode of *The Disciplined Investor* titled "The Emperor’s Clothes Again", host Andrew Horowitz discusses current market valuations, tariff issues, and insights from guest Manuel Blay of…9 Nov 2025 · 56 min
TDI Podcast: Valuation Cliff (#945)The Disciplined Investor Podcast2 Nov 2025 · 1 h 5 min