TDI Podcast: The Tariff Kid (#907)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 9 February 2025
⏱️ 58 minutes
🧾️ Download transcript
Summary
US Manufacturing turns the corner.
A quick check on earnings and some thoughts on the economy.
And our guest - Danielle DiMartino Booth - the "Fed watcher"
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
A global thought leader on monetary policy, economics and finance, DiMartino Booth founded Quill Intelligence in 2018.
She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017), has a column on Bloomberg View, is a business speaker, and a commentator frequently featured on CNBC, Bloomberg, Fox News, Fox Business News, BNN Bloomberg, Yahoo Finance and other major media outlets.
Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis.
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy.
DiMartino Booth began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity, and private equity markets.
DiMartino Booth earned her BBA as a College of Business Scholar at the University of Texas at San Antonio: she holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.
Follow @DiMartinoBooth
Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (AMZN), (GLD), (BTCUSD), (ORCL), (GOOG), (SMR), CEG), (GEV), (AMD)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.6 | And here's a question for you. |
| 0:05.3 | Will the U.S. Consumer Price Index exceed 2.4% in March 2025? |
| 0:10.8 | Or will the year-over-year change in the U.S. producer price index exceed 3% in February 2025? |
| 0:18.6 | You could trade your predictions at interactive brokers. |
| 0:21.3 | Just answer yes or no. |
| 0:23.9 | If you agree, buy yes. |
| 0:25.4 | If you don't, buy no. |
| 0:27.4 | Correct predictions earn $1 and incorrect predictions. |
| 0:30.8 | Well, they settle at zero. |
| 0:33.0 | IBKR forecast trader lets you use exchange listed forecast contracts |
| 0:37.4 | to trade your opinion on yes |
| 0:39.5 | or no questions on political, economic, and climate indicators. Plus, you'll earn 3.83% APY on your |
| 0:49.0 | investment with an interest-like incentive coupon. And you'll get $3 when you start trading forecast contracts. |
| 0:58.0 | Go to IBKR.com slash forecast to get started today. Because the best informed investors |
| 1:04.1 | choose interactive brokers. Forecast contracts are not suitable for all investors. |
| 1:09.5 | Restrictions apply. |
| 1:12.6 | The disciplined investor is all about you, your money, and the markets. |
| 1:17.3 | Sit back and get ready for this edition of the Disciplined Investor Podcast. |
| 1:22.9 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:27.5 | If you're looking for a portfolio manager, look no further. Horowitz and Company, |
| 1:32.8 | from seed through harvest, cultivating financial success. |
... |
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