TDI Podcast: DiMartino Booth Says What?(#944)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 26 October 2025
⏱️ 60 minutes
🧾️ Download transcript
Summary
It’s time to tend to tend to the garden – a little maintenance for the portfolio
October does what it usually does
Targets raised, analysts are trying to keep up – even if earnings miss
And our guest – Danielle DiMartino Booth – the “Fed watcher”
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), (CEG), (GEV), (AMD)
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This episode is sponsored by Interactive Brokers, and are you ready to take control of your financial future? |
| 0:06.2 | Meet Portfolio Analyst from Interactive Brokers, the free all-in-one dashboard that lets you consolidate, track, and analyze all your financial accounts in one place. |
| 0:17.0 | You don't need an IBKR account to use it either. Just connect your accounts and see your complete financial picture, investments, performance, and allocation, all in a single screen. |
| 0:27.7 | Plus, you can plan smarter with IBKR's new tax and retirement planners built around your goals and market assumptions. |
| 0:36.8 | Get deep portfolio insights and detailed risk assessments and compare for performance against |
| 0:42.2 | more than 300 benchmarks. |
| 0:44.8 | Plus, manage with confidence thanks to GIP's verified returns. |
| 0:48.6 | Well, you ready to get started? |
| 0:49.8 | Sign up for portfolio analyst. |
| 0:51.6 | Free for everyone at IBKR.com slash free p-A. |
| 1:00.0 | Interactive brokers. |
| 1:01.1 | The best informed investors, choose IBKR. |
| 1:04.5 | Member SIPC. |
| 1:08.4 | The disciplined investor is all about you, your money, and the markets. |
| 1:13.1 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:18.7 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:23.3 | If you're looking for a portfolio manager, look no further. |
| 1:27.3 | Horowitz and Company, from Se through harvest, cultivating financial success. |
| 1:36.3 | It's time to tend to that garden, a little maintenance on the portfolio. |
| 1:41.0 | October does what it usually does. |
| 1:43.5 | Targets raised. |
| 1:44.4 | Analysts are trying to keep up, even if earnings miss. |
... |
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.