TDI Podcast: Profit on Predictions (#943)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 19 October 2025
⏱️ 64 minutes
🧾️ Download transcript
Summary
Bank earnings – looking good so far (for the big boys).
CHINA TRADE WAR – but what that really mean?
10 yr yield tapping on 4% and markets showing another “V” recovery – or fake out?
And our guest, Howard Lindzon, Founder of Social Leverage.
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Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and investors. Through Social Leverage, he and his partners have been seed investors in startups like Robinhood, Beehiiv, and Manscaped to name a few. Howard was the founder of Wallstrip (acquired by CBS). Throughout his career, Howard has strongly advocated for and helped drive the decentralization and democratization of investing. He resides in Phoenix, AZ and Coronado, California.
Learn More at http://www.ibkr.com/funds
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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| 0:58.6 | The disciplined investor is all about you, your money, and the markets. |
| 1:03.3 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:08.9 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:13.5 | If you're looking for a portfolio manager, look no further. |
| 1:17.5 | Horowitz and Company from seed through harvest, cultivating financial success. |
| 1:30.8 | Bank earnings are out and they're looking pretty good so far. |
| 1:32.9 | China, trade war! |
| 1:34.5 | What does that really mean anyway? |
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