Podcast · 65 episodes
The Disciplined Investor, page 3
by Andrew Horowitz - Host · English
The Disciplined Investor Podcast
All episodes, page 3
TDI Podcast: DiMartino Booth Says What?(#944)In this episode, the host discusses the current state of the market with guest Danielle DiMartino Booth, a well-known financial strategist and founder of Quill Intelligence.26 Oct 2025 · 1 h
TDI Podcast: Profit on Predictions (#943)Howard Lindzon, Founder of Social Leverage19 Oct 2025 · 1 h 4 min
TDI Podcast: Modern Disciplines (#942)In this episode of The Disciplined Investor, host Andrew Horowitz discusses several pressing economic topics including government shutdowns, market bubbles, and healthcare sector developments.12 Oct 2025 · 1 h 1 min
TDI Podcast: Decoupling Stability (#941)Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkeley5 Oct 2025 · 53 min
TDI Podcast: Traders’ Campus (#940)Andrew Wilkinson, Director of Trading Education at Interactive Brokers28 Sep 2025 · 57 min
TDI Podcast: The Crypto Taxman (#939)The episode mixes a market wrap (Fed’s 25 bps cut to 4.0–4.25%, dovish dot plot, inflation/job-market tradeoff, gold/silver strength, IPO “rug pulls,” global rate moves) with a deep dive on crypto…21 Sep 2025 · 1 h 7 min · 28 chapters
TDI Podcast: Schiff – Monetary Overdose (#938)Peter Schiff discusses “monetary overdose” and argues the U.S. is headed toward stagflation-heavy recession, a major dollar decline, and accelerating gold gains.14 Sep 2025 · 1 h 3 min · 22 chapters
TDI Podcast: Masterminding (#937)The episode discusses September 2025 market conditions and why stocks may keep rising despite inflation concerns, tariff uncertainty, and rate worries.7 Sep 2025 · 1 h · 20 chapters
TDI Podcasts: The Mosh Pit (#936)Post–Labor Day market outlook and risk behavior, framed as a “mosh pit.” The episode covers why investors shouldn’t chase trends, how expectations around Fed rate cuts relate to current economic…31 Aug 2025 · 1 h 13 min · 21 chapters
TDI Podcast: The Digestion Phase (#935)Market “digestion” after stretched valuations; inflation and Fed patience concerns; and how to generate income amid uncertainty.24 Aug 2025 · 1 h · 24 chapters
TDI Podcast: Opportunities Within Chaos (#934)Markets feel “numb” despite CPI/PPI releases, tariff pauses (notably a 90-day China tariff pause), and ongoing earnings-driven volatility.17 Aug 2025 · 59 min · 21 chapters
TDI Podcast: The New Market Mantra (#933)“Bend-and-snap” markets and a guest analysis of U.S. economic policy—especially tariffs, debt, and “selective isolationism”—and how these could affect inflation, growth, and Treasury stability.10 Aug 2025 · 1 h 5 min · 28 chapters
TDI Podcast: Telemetry Hedging (#932)Market outlook amid “headline exhaustion,” valuation/multiple expansion risk, Fed-rate-cut debate, and how to recalibrate trading/hedging using sentiment + DeMark-style exhaustion signals.3 Aug 2025 · 1 h 6 min · 22 chapters
TDI Podcast: Quantum Leaps with Rogers (#931)The episode discusses late-July 2025 market conditions (record highs with shallow sell-offs), inflation cooling (core PCE near a 4-year low), tariff/trade uncertainty, and earnings-season signals…27 Jul 2025 · 52 min · 22 chapters
TDI Podcast: ParaSocial Scaramucci (#930)Summer market seasonality and what doesn’t work as a strategy. The host argues “sell in May and go away” has failed for years, while summer can still create sector tailwinds (travel/leisure,…20 Jul 2025 · 1 h 2 min · 27 chapters
TDI Podcast: Winning Options (#929)Episode 929 of The Disciplined Investor focuses on U.S. macro/news catalysts (OBAA/tariffs, earnings season, rate-cut probabilities, pricing volatility) and then shifts to options strategy—especially…13 Jul 2025 · 55 min · 24 chapters
TDI Podcast: Industrial Digitization (#928)Industrial digitization and its investment/economic implications, plus a brief market/rates backdrop.6 Jul 2025 · 1 h 1 min · 28 chapters