TDI Podcast: The Emperor’s Clothes Again (#946)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 9 November 2025
⏱️ 56 minutes
🧾️ Download transcript
Summary
The Emperor New Clothes – looks familiar.
A closer look at valuations
Tariffs under fire – Supreme court hearings.
And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets.
Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals.
Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company.
Check this out and find out more at: http://www.interactivebrokers.com/
Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)
Transcript
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| 0:58.8 | The Disciplined Investor is all about you, your money, and the markets. Sit back and get |
| 1:04.5 | ready for this edition of The Disciplined Investor Podcast. This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:13.8 | If you're looking for a portfolio manager, look no further. |
| 1:17.8 | Horowitz and Company from seed through harvest, cultivating financial success. |
| 1:30.9 | The Emperor has some new clothes. |
| 1:35.2 | A closer look at valuations, tariffs under fire. And our guest today is Manuel Blay from the Dow Theory.com. |
| 1:42.3 | All this. |
| 1:43.6 | And much more on episode number 946 of the Disciplined Investor Podcast. Well, hey there, and welcome. |
| 2:08.7 | It's Andrew Horowitz, and thanks for joining me. |
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