TDI Podcast: Breaking NEWS (#926)

The Disciplined Investor

Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI

Stocks, Obama, Business, Laporte, Bloomberg, Business News, Ramsey, Podcast, Cnbc, Investing, Twit, Curzio, Tdi, Cramer, Dvorak

4.4 • 705 Ratings

🗓️ 22 June 2025

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Presidential Cycle and the sectors that may benefit.

Taking a look at the Longevity Paradox

Tariffs and Inflation - is it all a hoax?

Our guest this week – David Gaffen, Breaking News editor at Reuters.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.

In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.
Follow @DavidGaffen

Charts Discussed: Chart 1 Chart 2

Check this out and find out more at: http://www.interactivebrokers.com/

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Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (TSLA)
Follow @andrewhorowitz

Transcript

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0:00.0	This episode is sponsored by Interactive Brokers.
0:09.2	And here's a question for you.
0:11.3	Will U.S. oil production exceed 13.4 million barrels per day for April 2025?
0:19.2	Well, the yes forecast contract recently traded at 39% and the no was at 59%.
0:24.8	With interactive brokers forecast contracts, you can trade on future events like climate change, the economy, or politics.
0:32.0	You choose yes or no, and if you're right, you get paid.
0:34.8	It's that simple.
0:36.2	Explore trending data on U.S. oil production.
0:38.7	Spot the trends and make your prediction for April 2025.
0:43.6	Trade forecast contracts and interactive brokers and earn a dollar for every correct prediction.
0:48.1	Plus, you'll earn 3.83% APY in your investment with an interest-like incentive coupon. And you get $3 when you start
0:57.3	trading forecast contracts. Forecast contracts are not suitable for all investors. Go to IBKR.com
1:04.9	slash forecast and start predicting today. Last trading for this contract is June 29th.
1:13.6	The Disciplined Investor is all about you, your money, and the markets. Sit back and get
1:19.3	ready for this edition of The Disciplined Investor Podcast. This episode of The Discipline Investor
1:26.5	is sponsored by Horowitz & Company.
1:28.6	If you're looking for a portfolio manager, look no further.
1:32.6	Horowitz and Company, from seed through harvest, cultivating financial success.
1:42.2	Digging into the presidential cycle, second term, the longevity paradox.
1:48.0	What you need to know, tariffs and inflation, is it all just a hoax?
1:52.3	And our guest today, David Gaffin, Breaking News Editor at Reuters, all this.
1:57.6	And much more on episode number 926 of the Disciplined Investor podcast. And welcome back to the disciplined investor where we break down the markets with, I think, clarity, maybe a little context.
	...

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