TDI Podcast: How Not To Invest (#923)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 1 June 2025
⏱️ 85 minutes
🧾️ Download transcript
Summary
The tariff saga continues – we got the The TACO trade and the courts now.
The Big Beautiful Bill – in jeopardy.
May was a jolly good month – equities ripped higher.
Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country’s fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times’ top 300 firms, RWM manages over $5 billion for 3,900 families.
Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000’s, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors.
Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism.
How Not To Invest – The ideas, numbers, and behaviors that destroy wealth – and how to avoid them
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Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers, and here's a question for you. |
| 0:04.5 | Will U.S. oil production exceed 13.4 million barrels per day for April 2025? |
| 0:13.1 | Well, the yes forecast. |
| 0:14.9 | The contract recently traded at 39%. |
| 0:17.4 | And the no was at 59%. |
| 0:19.6 | With Interactive Brokers forecast contracts, you can trade on future |
| 0:23.8 | events like climate change or the economy or even politics. You choose yes or no, and if you're |
| 0:30.4 | right, you get paid. It's that simple. Explore trending data on U.S. oil production, spot the |
| 0:36.2 | trends, and make your prediction for April |
| 0:38.6 | 2025. |
| 0:40.7 | Trade forecast contracts and interact to brokers and earn a dollar for every correct prediction. |
| 0:46.0 | Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon. |
| 0:52.9 | And you'll get $3 when you start trading |
| 0:54.9 | forecast contracts. Now, be aware that forecast contracts are not suitable for all investors. |
| 1:00.7 | Go to IBKR.com slash forecast and start predicting today. The last day trading for this contract is June 29th. |
| 1:13.0 | The disciplined investor is all about you, your money, and the markets. Sit back and get |
| 1:18.6 | ready for this edition of The Disciplined Investor Podcast. |
| 1:23.4 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:28.3 | If you're looking for a portfolio manager, look no further. |
| 1:31.9 | Horowitz and Company, from seed through harvest, cultivating financial success. |
| 1:41.0 | The tariff saga continues. |
| 1:43.5 | We got this taco trade and the courts now. |
... |
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