TDI Podcast: 10 TEN 10 (#969)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 19 April 2026
⏱️ 65 minutes
🧾️ Download transcript
Summary
10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken.
Key Reversal Indicator breaches an important level.
Employment, Inflation and eco still looking good.
Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
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: (EWY), (NVDA), (JPM), (BAC), (TSMC), (AMZN), (WFC)
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.6 | And will the Fed raise rates by 25 basis points this June? |
| 0:08.5 | Interactive brokers' prediction markets recently priced the probabilities leaning towards no. |
| 0:14.3 | But markets move fast. |
| 0:16.5 | Trade prediction markets on political, climate, and economic events using simple yes or no contracts |
| 0:21.5 | priced to reflect probabilities. |
| 0:25.1 | Use those signals to inform your broader portfolio. |
| 0:27.3 | Get it right and you'll receive $1 per contract at settlement. |
| 0:30.5 | Plus, 3.14% APY while your trade is open. |
| 0:35.4 | Prediction contracts are not suitable for all investors. |
| 0:37.7 | Learn more, though. |
| 0:38.6 | I want you to go to IBKR.com slash predictions. |
| 0:43.8 | Last trading day for this contract is June 17th. |
| 0:48.5 | The disciplined investor is all about you, your money, and the markets. |
| 0:53.2 | Sit back and get ready for this edition of |
| 0:55.5 | the Disciplined Investor podcast. This episode of The Discipline Investor is sponsored by Horowitz |
| 1:02.9 | and Company. If you're looking for a portfolio manager, look no further. Horowitz and Company |
| 1:08.3 | from Seed through Harvest, cultivating financial success. |
| 1:17.3 | 10, 10, 10, 10, 10, 10, 10% down, then 10% up in 10 days that fixed all that was broken. |
| 1:25.1 | Key reversal indicator breaches an important level and employment, inflation, |
| 1:29.4 | and eco still looking good. Our guest this week that will discuss all this and more is Tom Nelson, |
| 1:35.6 | senior vice president and head of asset allocation at Franklin Templeton. All this and much more |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.