The Disciplined Investor

Prospective Perspective – we are looking ahead by looking back.A new year – what may drive returns into 2026.So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025. Learn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth...

Being disciplined pays off.Markets finishing in a good place – ready for 2026.Fun times ahead with a January warning.Inspired by Market Wizards with our guest, the renowned Jack Schwager. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr....

The walls are coming down – the house of cards exposed.We have economic data – late but we got it.And that concludes the last full week of trading for 2025!And our guest – Robbie Miles, CEO of Live and Let LiveNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a freer, more...

The Fed cuts and keeps markets guessing.Silver hits a record – up 100% this year.Looking at frameworks and fake transparency.And our guest – Ed Easterling, Founder and President of Crestmont ResearchNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that...

Quick flip and pivot – Fed in focus.Stagflation alert – inflation remains sticky.Unemployment – ADP show massive losses in one category.Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Andrew Wilkinson, Director of Trading Education at Interactive...

Tax Relief Boosts Corporate EarningsS&P 500 Financial Performance AnalysisShare Buybacks and Market IndicesGuest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones IndicesNEW! Download the AI Generated Show Notes (Guest Segment)Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices...

We got numbers!NVIDIA EARNINGS – now we know – remarkable turnaround on the news.Yen at critical levels – global markets should be on alert.This week’s guest – Tim Knight – a self proclaimed Permabear.NEW! Download the AI Generated Show Notes (Guest Segment)Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which...

The Government is back open – is that a good thing?October’s economic data may be lost forever.Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber...

The Emperor New Clothes – looks familiar.A closer look at valuationsTariffs under fire – Supreme court hearings.And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a...

Swiss cheese agreements.Overspending by big tech – could that be their downfall?A rate cut in the dark and AI’s Impact on Future Workforce.Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Follow @andrewhorowitzVitaliy Katsenelson, born and raised in Murmansk, Russia...