TDI Podcast: Dressing it Up (#917)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 20 April 2025
⏱️ 57 minutes
🧾️ Download transcript
Summary
Stock Market Chaos – Uncertainty reigns
Recession Alarm – Is this a ticking time bomb?
And our guest – Brian Dress from Left Brain Wealth Management
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams. Brian began his investing career in 2005 and joined Left Brain in 2018. He earned a bachelor’s degree from Georgetown University and became a Chartered Financial Analyst (CFA) Charterholder in 2021.
YouTube channel: https://www.youtube.com/@LeftBrainWealthManagement
Research Service, which includes access to our library of 100s of reports, and 5 model portfolios, updated quarterly:
https://leftbrainwm.com/portfolio
FIND OUT MORE ABOUT BRIAN
Follow @andrewhorowitz
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: (CRWD), (TSM), (NVDA), (AVGO), (ZS)
Transcript
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| 0:00.0 | This episode is brought to you by Interactive Brokers. And here's a question for you. |
| 0:05.0 | Will the year-over-year change in the U.S. CPI exceed 2.7% in April of 2025? At Interactive Brokers, |
| 0:14.4 | the Yes Forecast Contract was recently priced at 23% and the no was at 75%. |
| 0:21.0 | IBKR forecast trader lets you use exchange listed forecast contracts to trade your opinion on yes or no questions on future events like climate change and the economy and even politics. |
| 0:35.1 | You choose yes or no and if you're right, you get paid. |
| 0:38.5 | It's that simple. |
| 0:40.2 | Interactive brokers forecast contracts are commissioned free, and you earn a dollar for every |
| 0:45.3 | correct prediction. |
| 0:46.4 | Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon, |
| 0:53.4 | and you'll get $3 when you start trading forecast contracts. |
| 0:57.6 | Now, forecast contracts are not suitable for all investors. |
| 1:01.2 | But the best-informed investors choose interactive brokers. |
| 1:05.1 | Check out the data, spot the trends, and make your prediction. |
| 1:08.5 | Go to IBKR slash forecast and start predicting today. |
| 1:14.9 | The Disciplined Investor is all about you, your money, and the markets. Sit back and get ready |
| 1:20.8 | for this edition of The Disciplined Investor Podcast. This episode of The Discipline Investor is sponsored by Horowitz & Company. If you're |
| 1:30.7 | looking for a portfolio manager, look no further. Horowitz and Company from seed through harvest, |
| 1:37.1 | cultivating financial success. Tariff turmoil. |
| 1:45.8 | It's not getting much better. |
| 1:47.4 | Stock market chaos. |
| 1:48.8 | Uncertainty rains. |
| 1:50.0 | And they're ringing the recession alarm. |
... |
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