TDI Podcast: Big Cleansing Breath (#913)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 23 March 2025
⏱️ 62 minutes
🔗️ Recording | iTunes | RSS
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Summary
Consumer confidence- waning.
Markets - March Sadness with Lag 7.
This week's guest: Wesley Gray - Founder, Alpha Architect.
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Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.
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Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.0 | And here's a question for you. |
| 0:05.7 | Will the year-over-year change in the U.S. Consumer Price Index exceed 2.4% in March of 2025? |
| 0:13.6 | At Interactive Brokers, the Yes Forecast Contract was recently priced at 62% and the no was at 36%. |
| 0:21.1 | IBKR forecast trader lets you use exchange listed forecast contracts |
| 0:26.4 | to trade your opinion on yes or no questions on future events, |
| 0:30.5 | like climate change, the economy, politics. |
| 0:34.5 | You choose yes or no. |
| 0:36.4 | And if you're right, you get paid. It's that simple. |
| 0:40.6 | Interactive brokers forecast contracts are commission free. And you earn a dollar for every correct prediction. |
| 0:47.3 | Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon. |
| 0:54.4 | And you'll get $3 U.S.D when you start trading forecast contracts. |
| 1:00.5 | Forecast contracts are not suitable for all investors. |
| 1:03.1 | Check out the data. |
| 1:04.2 | Spot the trends and make your prediction. |
| 1:06.8 | Go to IBKR.com slash forecast and start predicting today. |
| 1:12.0 | Because the best informed investors, choose interactive brokers. |
| 1:17.2 | The disciplined investor is all about you, your money, and the markets. |
| 1:21.9 | Sit back and get ready for this edition of the Disciplined Investor podcast. |
| 1:27.5 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:32.1 | If you're looking for a portfolio manager, look no further. |
| 1:36.1 | Horowitz & Company, from Seed Through Harvest, cultivating financial success. |
... |
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