TDI Podcast: The New Market Mantra (#933)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 10 August 2025
⏱️ 65 minutes
🧾️ Download transcript
Summary
The Bend and Snap – a one day sell-off is all it takes
Services PMI is just about the contraction zone
Economic reports softening – markets begging for a rate cut
This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.
Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021)
He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch
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: (AMZN), (TLT), (AMD), (AAPL), (NVDA)
Transcript
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| 0:00.0 | This episode of The Disciplined Investor is sponsored by Interactive Brokers. |
| 0:05.2 | And here's a question for you. |
| 0:06.8 | Will the median new home sales price exceed $430,000 in July 2025? |
| 0:15.0 | The Yes Forecast Contract recently traded at 34% and the no was at 64%. |
| 0:20.8 | With interactive brokers, forecast contracts, you can trade on future events, like climate change, the economy, or even politics. |
| 0:28.8 | You choose yes or no, and if you're right, you get paid. |
| 0:31.9 | It's that simple. |
| 0:33.9 | Explore trending data, spot the trend, and make your prediction for the July 2025 median |
| 0:39.8 | new home sales price. Trade forecast contracts and interactive brokers and earn a dollar |
| 0:45.5 | for every correct prediction. Plus, you'll earn 3.83% APY on your investment with an interest-like |
| 0:53.2 | incentive coupon, and you'll get $3 when you start |
| 0:56.0 | trading forecast contracts. Forecast contracts are not suitable for all investors. Go to |
| 1:00.8 | IBKR.com slash forecast and start predicting today. The last trading day for this contract is August |
| 1:09.8 | 25th. The disciplined investor is for this contract is August 25th. |
| 1:12.8 | The Disciplined Investor is all about you, your money, and the markets. |
| 1:17.5 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:23.1 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:28.1 | If you're looking for a portfolio manager, look no further. |
| 1:31.6 | Horowitz and Company, from seed through harvest, cultivating financial success. |
| 1:42.0 | The bend and snap. |
| 1:44.4 | A one-day sell-off is all it takes. |
| 1:47.0 | Services PMI is just about in the contraction zone. |
... |
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