TDI Podcast: Grocery Inflation Bomb (#965)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 22 March 2026
⏱️ 64 minutes
🧾️ Download transcript
Summary
PPI just exploded higher.
Florida Freeze about to hit our wallets.
The Fed is on hold but not happy.
And the War carry’s on…
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 almost two decades. 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.
PPI Table Discussed: PPI Table – Feb 2026
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Stocks Mentioned in the Episode: (WMT), (DAL), (AAL), (EWY)
Transcript
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| 0:56.3 | The Disciplined Investor is all about you, your money, and the markets. |
| 1:01.1 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:06.7 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
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| 1:15.2 | Horowitz & Company, from seed through harvest, cultivating financial success. |
| 1:25.5 | PPI just exploded higher. |
| 1:28.7 | Florida freeze about to hit our wallets. |
| 1:31.6 | The fed's on hold, but not happy. |
| 1:34.2 | And the war carries on. |
| 1:35.8 | Our guest today is David Gaffin, breaking news editor at Reuters. |
... |
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