TDI Podcast: Its Money Time! (#904)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 19 January 2025
⏱️ 56 minutes
🧾️ Download transcript
Summary
Rebalancing Investment Portfolios and Risk
Autonomous Driving's Impact on Society
Guest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead
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Ryan Zabrowski, CFP, MSF
Having read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’s disciplined investment strategy has long been inspired by the lessons of Warren Buffett, his teacher Benjamin Graham, and Nobel Laureates from Chicago, Columbia, Pennsylvania, and Yale Universities. As a result, Ryan favors owning sustainable, high-quality businesses and arbitrage strategies designed to profit, regardless of economic or interest rate direction.
Ryan’s career in finance began in 1994. Early on, he focused on financial analysis and financial statement analysis. Over the past 23 years, Ryan has worked in financial and investment management at Washington University Endowment, Morgan Stanley, and Merrill Lynch, before joining Krilogy in 2019.
Given his extensive investment knowledge and experience, Ryan has become an integral member of the firm’s Investment Committee, which manages Krilogy’s model investment portfolios. In this role, Ryan helps conduct investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions.
GET RYAN'S BOOK - TIME AHEAD
Most important to Ryan, however, is sharing his insights and perspectives with his team’s clients. Experience tells him that clients who understand what they own and why are best able to minimize emotion and make fact-driven decisions that drive positive, long-term results.
Ryan’s rigorous and ongoing industry training allows him to provide clients with an extra measure of knowledge, in addition to requiring a fiduciary level of care.
Follow @RyanZabrowski
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
eNVESTOLOGY Info - https://envestology.com/
Stocks mentioned in this episode: (JPM), (GS), (WFC), (MS), (BAC). (NVDA), (AAPL)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.9 | And I want to ask you this. |
| 0:06.9 | I want to think about will the year-over-year change in U.S. consumer prices exceed 2.8% in January 2025, |
| 0:14.1 | or will the average U.S. temperature in January 2025 be greater than 34 degrees? |
| 0:19.7 | Well, you can buy your predictions at interactive brokers. |
| 0:23.1 | Just answer yes or no. If you agree, buy yes. If you don't, buy no. Correct predictions, |
| 0:29.5 | earn $1, an incorrect one, settle at zero. IBCR forecast trader lets you use exchange listed forecast |
| 0:37.4 | contracts to trade your opinion on yes |
| 0:40.4 | or no questions on political, economic, and even climate indicators. Plus, you'll earn 3.8% |
| 0:47.9 | APY on your investment with an interest-like incentive coupon, and you'll get $3 when you start |
| 0:53.5 | trading forecast contracts. |
| 0:55.5 | Here's another question. Will U.S. oil production exceed 13.61 million barrels per day for |
| 1:02.8 | November 2024? Well, to simply go to IBKR.com slash forecast to get started today because the best informed investors choose interactive brokers |
| 1:13.7 | forecast contracts are not suitable for all investors and restrictions apply the disciplined investor |
| 1:20.8 | is all about you your money and the markets sit back and get ready for this edition of the |
| 1:26.6 | disciplined investor podcast this edition of the Discipline Investor podcast. |
| 1:29.6 | This episode of The Discipline Investor is sponsored by Horowitz & Company. If you're looking |
| 1:35.3 | for a portfolio manager, look no further. Horowitz and Company, from seed through harvest, cultivating |
| 1:41.9 | financial success. |
| 1:51.4 | An incredible CPI-driven rally. |
| 1:54.4 | Rebalancing investment portfolios and risk. |
| 1:57.5 | Autonomous driving's impact on society. |
... |
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