TDI Podcast: Telemetry Hedging (#932)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 3 August 2025
⏱️ ? minutes
🧾️ Download transcript
Summary
F1 Racing and the markets.
Earnings, economics and the Fed.
The casino – zero date options.
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals.
Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way for Tom, as a senior trader at his hedge fund, he would get in early, collect data from many sources, analyze that data, and then communicate information out to his firm so his team could properly balance the firm’s portfolio. It’s now our goal to relay that same type of information so that one can also gain that edge.
Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (MSFT), OKLO), (SMR), (WING), (NVDA), (CEG)
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This episode is sponsored by Interactive Brokers, and I have a question for you. |
| 0:05.7 | Will U.S. initial jobless claims exceed $2,000 for the week ending August 2,000, 2025? |
| 0:13.8 | The Yes Forecast Contract recently traded at 54%, and the no was at 44%. |
| 0:19.5 | With Interactive Brokers' forecast contracts, you can trade on future events like |
| 0:24.1 | climate change and the economy or politics. |
| 0:27.5 | You choose yes or no, and if you're right, you get paid. |
| 0:31.4 | It's that simple. |
| 0:33.4 | Explore the data, spot the trends, and make your prediction. |
| 0:37.3 | Trade forecast contracts and interactive brokers and earn a dollar for every correct prediction. |
| 0:42.7 | Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon. |
| 0:49.6 | And you get $3 when you start trading with the forecast contracts. |
| 0:55.0 | Now, forecast contracts are not suitable for all investors. |
| 0:58.8 | Go to IBKR.com slash forecast and start predicting today. |
| 1:04.4 | The last trading day for this contract is August 7th. |
| 1:09.3 | The disciplined investor is all about you, your money, and the markets. |
| 1:14.0 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:19.6 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:24.6 | If you're looking for a portfolio manager, look no further. Horowitz and |
| 1:28.7 | company from seed through harvest, cultivating financial success. |
| 1:38.3 | We got new highs on some impressive earnings. GDP ramps up for the second quarter. |
| 1:44.6 | PCE inflation ticks up slightly, |
| 1:47.4 | and the jobs number hit. |
... |
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.