TD Podcast: Predictive Markets (#950)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 7 December 2025
⏱️ 50 minutes
🧾️ Download transcript
Summary
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 Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joined IBKR to create market commentary about stocks, options, forex and bonds for the website before helping create the IBKR Campus, which covers Traders’ Insight, Traders’ Academy, webinars, podcasts and a variety of other financial training for investors of all levels. Andrew has an MBA from Rollins College FL.
Learn More at http://www.ibkr.com/funds
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info – https://envestology.com/
Stocks mentioned in this episode: (BTCUSD), (DIA), (SPY)
Transcript
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| 0:00.0 | The Disciplined Investor is all about you, your money, and the markets. |
| 0:06.0 | Sit back and get ready for this edition of The Discipline Investor Podcast. |
| 0:11.6 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 0:16.6 | If you're looking for a portfolio manager, look no further. |
| 0:20.2 | Horowitz and Company, from seed through harvest, cultivating financial success. |
| 0:30.1 | We got a quick flip and a pivot. |
| 0:32.5 | The Fed's in focus. |
| 0:33.9 | Stagflation alert. |
| 0:35.9 | Inflation remains sticky and unemployment. |
| 0:38.4 | Wow. |
| 0:39.3 | ADP shows massive losses in one particular category. |
| 0:42.8 | And we're looking into the prediction markets with our guest, Andrew Wilkinson, |
| 0:46.9 | Director of Trading and Education at Interactive Brokers. |
| 0:49.8 | All this. |
| 0:50.8 | And much more on episode number 950 of the disciplined investor podcast. |
| 1:08.4 | Hey, hey, hey, ho, ho, what's the holiday season? And it's going to be a very short month. |
| 1:13.5 | I got to tell you, there's some things happening. We'll go through it and why I think that we really need to be ready and not lag. |
| 1:19.4 | Because while it is the beginning of December, the fact of the matter is we get a few things coming up in the next few weeks. |
| 1:25.6 | That is actually going to shorten it down |
| 1:27.6 | pretty well. By way of your introduction, I'm Andrew Horowitz, your host of this fine podcast, |
| 1:32.8 | where we are all about the discipline. I'm also the co-host of D.H. Unplugged, where myself and |
| 1:38.8 | John C. DeVore get together each and every week on Tuesday nights. Yeah, Tuesday nights. |
... |
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