TDI Podcast: Prepping for 1973 (#966)

The Disciplined Investor

Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI

Twit, Dvorak, Stocks, Cnbc, Curzio, Business, Business News, Bloomberg, Ramsey, Cramer, Tdi, Podcast, Obama, Laporte, Investing

4.4 • 705 Ratings

🗓️ 29 March 2026

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A one sided peace plan? Let’s hope not…

Inflation estimates in the 5% range and climbing.

Private markets, credit and the same story all over again.

And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap?

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/

Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)

Transcript

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0:00.0	This episode is sponsored by Interactive Brokers.
0:03.9	Where could quantum computing take your portfolio?
0:07.6	Investment themes from interactive brokers, well, they help you find out.
0:11.1	Start with a trend like quantum computing or clean energy and instantly see which
0:15.9	companies are most connected based on revenue and strategic focus and product relevance.
0:21.1	You can explore competitors, global exposure, and business relationships across more than 500 themes.
0:29.6	Built on AI-powered insights from reflexivity, investment themes turns complexity into clarity and helps you move from trend to trade faster.
0:39.8	Available now across IBKR desktop, mobile, and trader workstation.
0:44.5	The best informed investors choose interactive brokers, member SIPC.
0:48.9	Check it out right now at IBKR.com slash themes.
0:57.2	The disciplined investor is all about you, your money, and the markets.
1:02.0	Sit back and get ready for this edition of the Disciplined Investor Podcast.
1:07.6	This episode of The Discipline Investor is sponsored by Horowitz & Company.
1:12.5	If you're looking for a portfolio manager, look no further.
1:16.1	Horowitz and Company from seed through harvest, cultivating financial success.
1:25.8	Here we go.
1:26.7	We got a one-sided peace plan.
1:28.4	Well, let's hope not at least.
1:30.2	Inflation estimates in the 5% range, one year out and climbing.
1:34.7	Private markets, credit, and the same story all over again.
1:38.8	And our guest today is Howard Linsen, founder of social leverage.
1:43.4	All this. And much more on episode number 966 of the Disciplined Investor Podcast.
	...

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