TDI Podcast: Reality Bites (#962)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 1 March 2026
⏱️ 57 minutes
🧾️ Download transcript
Summary
Markets not thrilled with tech
Mortgage rates dip below 6%
Feb ends with a dud
Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher”
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As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Looking for style diversification? More information on the TDI Managed Growth Strategy
https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (NVDA), (META), (ORCL), (GOOG), (AMZN), (MSFT), (IBM)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers, and have you ever wondered if the year-over-year change in the U.S. CPI would exceed 2.6% in February. |
| 0:11.5 | At IBKR, forecast trader, the yes, recently priced at 48% and the no at 50%. |
| 0:18.0 | But markets move fast. |
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| 0:25.6 | climate change, and politics. |
| 0:28.0 | With simple yes-or-no prediction-style contracts, you can explore trending data, spot the trends, |
| 0:33.2 | and if you get your prediction right, you'll earn $1 per contract at settlement. |
| 0:38.7 | Plus, you'll earn 3.14% APY on your investment with an interest-like incentive coupon. |
| 0:45.2 | And you'll get $3 for signing up with IBKR Forecast Trader, which you can use for any purpose or to start trading. |
| 0:54.6 | Forecast contracts are not suitable for all investors. |
| 0:56.5 | Go to IBKR.com slash forecast and turn your views into IBKR forecast trader contracts today. |
| 1:06.5 | Last trading day for this contract is March 11th. |
| 1:10.7 | The disciplined investor is all about you, your money, and the markets. |
| 1:15.4 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:21.1 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:26.1 | If you're looking for a portfolio manager, look no further. |
| 1:29.6 | Horowitz and Company from seed through harvest, cultivating financial success. |
| 1:39.9 | The market's not thrilled with tech. Mortgage rates slip below 6% on the 30. |
| 1:46.4 | February ends with a dud and looking at the Fed's next move with our guest, |
| 1:51.1 | Danielle DeMartino Booth, founder of Quill Research. |
| 1:55.1 | All this. |
| 1:56.2 | And much more on episode number 962 of the Disciplined Investor podcast. |
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