TDI Podcast: Bearish Revelations (#948)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 23 November 2025
⏱️ 57 minutes
🧾️ Download transcript
Summary
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 perhaps goes a long way explaining his disposition toward bearishness.
He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming computers. His most recent writing has been focused on charting and the history of financial markets, including his newest books, Panic, Prosperity, and Progress, and, more recently, Silicon Valley Babble On and Solid State, his first novel.
He has been running Slope since March 29 2005 and has, during that time, written more than 30,000 posts on the site.
In 1992 Knight founded Prophet, a web-based technical analysis company that was acquired by Investools (and, later, Ameritrade) in January 2005. Tim served as Senior Vice President of Technology for Investools from 2005 through 2010. Both Barron’s & Forbes consistently named Prophet the #1 website for technical analysis.
Besides running the Slope of Hope, Tim also hosts a daily show on the tastylive network, Trading Charts with Tim Knight.
You can find Sam Burns & Mill Street Research at https://slopeofhope.com/ and on Twitter at @slopeofhope.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (GLD), (BTCUSD), (MSFT), ($YEN)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.6 | And what changed in your portfolio this week? |
| 0:06.0 | Which positions are driving your returns? |
| 0:10.0 | Ask IBKR. |
| 0:12.1 | Ask IBKR is a breakthrough AI power tool from interactive brokers that lets you interact with your portfolio using plain English. |
| 0:22.4 | You can ask a question like, how did I perform this week? |
| 0:25.1 | Or what's my biggest sector exposure? |
| 0:28.3 | And get instant personalized answers. |
| 0:31.5 | Ask IBKR pulls from your actual account data to deliver real-time insights |
| 0:38.2 | into performance and allocation, risk, and so much more. |
| 0:42.1 | It's built into the IBKR platform |
| 0:45.0 | to help you stay informed and in control |
| 0:47.2 | because the best informed investors |
| 0:49.2 | choose interactive brokers. |
| 0:51.1 | Member SIPC. |
| 0:52.3 | Stop searching and start asking. |
| 0:54.3 | Check it out at IBKR.com slash ask. |
| 1:01.7 | The Disciplined Investor is all about you, your money, and the markets. |
| 1:06.5 | Sit back and get ready for this edition of The Discipline Investor Podcast. |
| 1:12.1 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:16.7 | If you're looking for a portfolio manager, look no further. |
| 1:20.7 | Horowitz and Company from seed through harvest, cultivating financial success. |
... |
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