TDI Podcast: Hidden Boosts (#949)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 30 November 2025
⏱️ 50 minutes
🧾️ Download transcript
Summary
Tax Relief Boosts Corporate Earnings
S&P 500 Financial Performance Analysis
Share Buybacks and Market Indices
Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices
NEW! Download the AI Generated Show Notes (Guest Segment)
Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®.
Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry.
Howard graduated with a B.S. in Business Management from Syracuse University.
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Stocks mentioned in this episode: (NVDA), (DELL), (BTCUSD)
Transcript
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| 1:16.5 | The Disciplined Investor is all about you, your money, and the markets. Sit back and get ready for |
| 1:22.7 | this edition of The Disciplined Investor Podcast. This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:31.6 | If you're looking for a portfolio manager, look no further. |
| 1:35.5 | Horowitz & Company, from seed through harvest, cultivating financial success. |
| 1:45.8 | Short week, low volumes, lots of action. |
| 1:49.4 | The Fed has a change of attitude again. |
| 1:52.7 | Navidia scrutiny on the rise and our guest today, Howard Silverblatt, senior industry |
| 1:57.7 | analyst for S&P Dow Jones indices. |
| 2:23.8 | All this and much more on episode number 949 of the Disciplined Investor podcast. And welcome back. |
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