TDI Podcast: The Right Mix (#959)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 8 February 2026
⏱️ 53 minutes
🧾️ Download transcript
Summary
They are calling it Software-mageddon!
Digging into the precious metals.
Wake up Diversification fans – we have something for you…
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: (CRM), (QQQ), (NVDA), (GLD), (SLV)
Transcript
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| 0:00.0 | This episode is brought to you by Interactive Brokers. |
| 0:03.1 | And here's a question for you. |
| 0:05.0 | You research your investments, right? |
| 0:06.4 | You analyze markets. |
| 0:07.4 | You manage risk. |
| 0:08.7 | But did you research your broker? |
| 0:10.5 | In 2025, IBKR clients outperform the S&P 500. |
| 0:15.8 | Retail clients averaged 19.2% while hedge fund clients average 28.91% compared to the indexes, 17.9%. |
| 0:25.2 | IBKR's lower trading costs, competitive rates, efficient execution, and access to more than 170, |
| 0:34.0 | yes, 170 global markets helped investors keep more of what they earn and put more capital to work. |
| 0:39.9 | Over time, the broker you choose makes a difference. Interactive brokers, member SIPC. |
| 0:45.0 | If you care about performance, find out why the best informed investors choose interactive brokers. |
| 0:51.9 | Go to IBCR.com slash 2025. Again, that's IBKR.com slash 2025. |
| 1:03.8 | The disciplined investor is all about you, your money, and the markets. Sit back and get ready for |
| 1:09.9 | this edition of the Discipline Investor podcast. |
| 1:14.1 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:18.7 | If you're looking for a portfolio manager, look no further. |
| 1:22.7 | Horowitz & Company, from Seed through Harvest, cultivating financial success. |
| 1:33.5 | Records are breaking. They're calling it Software Armageddon, digging into the precious |
| 1:39.4 | metals, what's going on there. And wake up, diversification fans. We have something for you. |
| 1:45.6 | All this and much more on episode number 959 of the Disciplined Investor podcast. |
| 2:12.5 | I'm going to do. And welcome to another great episode of the Disciplined Investor podcast. |
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