TDI Podcast: The Perfect Portfolio (#960)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 15 February 2026
⏱️ 60 minutes
🧾️ Download transcript
Summary
Employment Report Solid
The Tech disruptors are getting disrupted…
Growth vs Value – an abrupt change.
Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.
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Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals.
Cullen’s primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing $500MM+ in assets under management. Upon leaving Merrill Lynch, Cullen managed a private investment partnership which took advantage of reporting irregularities ahead of major corporate events. The strategy generated substantial positive alpha (high risk adjusted returns) without a single negative year of returns from 2005-2011. He formed Orcam Financial Group in 2012 to help better serve the much needed retail space with sophisticated but low fee asset management and financial planning services.
Cullen is also a prolific writer. In addition to the weekly musings on his website Pragmatic Capitalism, he is the author of the popular book Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance as well as “Understanding the Modern Monetary System,” one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper “Understanding Modern Portfolio Construction.” He was named one of the “Top Wall Street Economists, Experts and Opinion Leaders” of 2011 by Wall Street Economists and was named one of the “101 Best Finance People” by Business Insider, where he was described as “one of the most influential economic thinkers today.” In 2015, Cullen was named one of the “40 Under 40” most influential people in finance by InvestmentNews. He is regularly cited in the Wall Street Journal, on CNBC and in the Financial Times.
His latest book is YOUR PERFECT PORTFOLIO: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies . In that, Roche draws on two decades of experience building investment firms and advising clients to help readers discover the strategy that fits their goals
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: (INTC), (UEC), (IONQ), (CEG), (OKLO), (NXT)
Transcript
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| 0:00.0 | This episode is brought to you by Interactive Brokers and ask yourself something. |
| 0:05.5 | Will the year-over-year change in the USCPI exceed 2.6% in February? |
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| 0:25.1 | climate change, and politics with simple yes-or-no-prediction style contracts. |
| 0:30.0 | Explore trending data, spot the trends, and if you get your prediction right, you earn $1 per |
| 0:35.0 | contract at settlement. |
| 0:36.1 | Plus, you'll earn 3.14% APY on your investment with an interest-like incentive coupon. |
| 0:42.7 | And you'll get $3 for signing up with IBKR Forecast Trader, which you could use for any purpose or to start trading. |
| 0:50.6 | Forecast contracts are not suitable for all investors. |
| 0:53.1 | Go to IBKR.com slash forecast and turn your views into IBKR forecast trader contracts today. |
| 1:01.7 | Last trading date for this contract is March 11th. |
| 1:06.1 | The disciplined investor is all about you, your money, and the markets. |
| 1:10.8 | Sit back and get ready for this edition of The Disciplined Investor is all about you, your money, and the markets. Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:16.5 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:21.5 | If you're looking for a portfolio manager, look no further. |
| 1:25.0 | Horowitz and Company, from through harvest cultivating financial success |
| 1:34.1 | how's that for a pretty solid employment report the tech disruptors are getting disrupted |
| 1:41.0 | growth versus value and abrupt change and our our guest is Cullen Roche, |
| 1:45.8 | author of the bestselling book, |
| 1:47.8 | Your Perfect Portfolio. |
... |
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