TDI Podcast: The Architect (#975)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 31 May 2026
⏱️ 67 minutes
🧾️ Download transcript
Summary
A new ceasefire and 60-day extension!
PCE numbers are out – somehow inflation cooling.
More government handouts – stocks rally in the news.
This week’s guest: Wesley Gray – Founder, Alpha Architect.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Wes Gray – After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar. Puerto Rico with his wife and three children.
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: (SPY), (RKLB), (DELL), (INTC)
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This episode is sponsored by interactive brokers, and world events they unfold in real time. |
| 0:06.4 | Now you can trade them with IBKR prediction markets, trade elections, climate, and economic |
| 0:12.5 | outcomes alongside stocks, options, and bonds, all in one integrated platform. |
| 0:18.9 | These are simple yes or no contracts priced to reflect the market's view of probability. |
| 0:23.1 | If your prediction is right, |
| 0:24.6 | you'll receive $1 per contract |
| 0:26.2 | and earn interest on your position |
| 0:28.4 | while you're invested. |
| 0:30.4 | IBKR prediction markets |
| 0:31.7 | turn market expectations |
| 0:33.0 | into actionable trades. |
| 0:35.1 | Prediction contracts, of course, |
| 0:36.2 | are not suitable for all investors. |
| 0:38.2 | Learn more at IBCR.com slash predictions. |
| 0:44.3 | The disciplined investor is all about you, your money, and the markets. |
| 0:49.1 | Sit back and get ready for this edition of the Disciplined Investor Podcast. |
| 0:54.7 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 0:59.6 | If you're looking for a portfolio manager, look no further. |
| 1:03.2 | Horowitz and Company from seed through harvest, cultivating financial success. |
| 1:15.9 | We have a new ceasefire and a 60-day extension. |
| 1:20.5 | PC numbers are out and inflation somehow is cooling. |
| 1:21.7 | Hard to believe. |
... |
Transcript will be available on the free plan in 25 days. Upgrade to see the full transcript now.
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.