TDI Podcast: Stock Market Maestros (#968)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 12 April 2026
⏱️ 68 minutes
🧾️ Download transcript
Summary
We kind of have a ceasefire – depends on who you ask.
The Fed still thinking of a rate cut this year.
Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand…
We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in behavioral analytics and works with many of the world’s largest investment managers. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as CIO of Avocet Capital Management, a technology hedge fund). She’s the co-author of “Stock Market Maestros: The winning habits, strategies, and mindsets of the world’s best investors” (2026).
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Stocks mentioned in this episode: (SPY), (USO)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
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| 0:48.9 | Check it out right now at IBKr.com slash themes. |
| 0:57.3 | The disciplined investor is all about you, your money, and the markets. |
| 1:02.1 | Sit back and get ready for this edition of the Disciplined Investor Podcast. |
| 1:07.8 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:12.6 | If you're looking for a portfolio manager, look no further. |
| 1:16.3 | Horowitz and Company from seed through harvest, cultivating financial success. |
| 1:24.9 | Well, we have kind of a ceasefire, depending on who you ask. |
| 1:28.7 | The Fed's still thinking of a rate cut this year. |
| 1:31.2 | The best day for the market since April 2025. |
| 1:37.1 | Worst day for oil in six years, government's heavy hand is all over it. |
| 1:41.6 | And we're talking stock market maestroes with our guest, Claire Flynn Levy, CEO of |
| 1:47.4 | Essential Analytics, all this. |
| 1:49.5 | And much more on episode number 968 of the Disciplined Investor Podcast. |
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