TDI Podcast: Modern Disciplines (#942)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 12 October 2025
⏱️ 61 minutes
🧾️ Download transcript
Summary
The government is shutdown – How long this time?
The Bubble – how much longer can it last?
The healthcare sector gets a needed boost….
Guest: Tom Nelson, Franklin Templeton Funds
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.
Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.
Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.
Stocks Mentioned in the Episode: (AMZN), (NFLX), (PLTR)
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This episode of The Discipline Investor is brought to you by Interactive Brokers. And here's a question for you. |
| 0:05.8 | Will a Fed leave the rate unchanged at the October 29th, 2025 meeting? Well, the yes forecast recently traded at 38% and the no was at 61%. |
| 0:17.0 | With Interactive Brokers forecast contracts, you can trade on future events like climate change, the economy, politics. |
| 0:24.5 | You could choose yes or no, and if you're right, you get paid. It's that simple. |
| 0:30.2 | Explore trending data, spot the trends, and make your predictions for October 2025. |
| 0:36.1 | Trade forecast contracts and interactive brokers and earn a dollar for every correct prediction. |
| 0:40.7 | Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon. |
| 0:47.7 | And you'll get $3 when you start trading forecast contracts, which you can use for any purpose. |
| 0:54.3 | Forecast contracts are not suitable for all investors. |
| 0:56.7 | Go to IBKR.com slash forecast and start predicting today. |
| 1:02.2 | The last day for trading this contract is October 29th. |
| 1:07.0 | The disciplined investor is all about you, your money, and the markets. Sit back and get ready for this edition of The Disciplined Investor is all about you, your money, and the markets. |
| 1:11.7 | Sit back and get ready for this edition of The Disciplined Investor podcast. |
| 1:17.3 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:21.9 | If you're looking for a portfolio manager, look no further. |
| 1:25.8 | Horowitz & Company from seed through harvest, cultivating |
| 1:29.6 | financial success. The government is shut down again, but how long this time? October, usually |
| 1:41.2 | bit rough. The bubble is in question, and the health care sector gets a needed boost. |
| 1:46.9 | Our guest today is Tom Nelson, senior vice president and head of asset allocation for Franklin Templeton. |
| 1:53.1 | All this and much more on episode number 942 of the Discipline Investor podcast. |
| 2:14.0 | Thank you. of the Disciplined Investor podcast. Hey, Tander Horowitz, how are you? And they thought it couldn't last. Well, talking about the market and the amount of movement we've seen. Who knows where it's going right now. Hi, welcome, especially to all of our new listeners, building this great community. As I mentioned, I'm Andrew Horowitz. I am host of this. I'm also author of the book entitled The Disciplined Investor. It's on audiobook as well. |
| 2:37.5 | I'm also the co-host of D.H. Unplugged with John C. DeVorek. We talk on Tuesdays and we have a lot |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.