TDI Podcast: What Comes Next (#918)

The Disciplined Investor

Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI

Stocks, Obama, Business, Laporte, Bloomberg, Business News, Ramsey, Podcast, Cnbc, Investing, Twit, Curzio, Tdi, Cramer, Dvorak

4.4 • 705 Ratings

🗓️ 27 April 2025

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What a mess – markets under siege.

Powell attacked, then a reversal – one week policy reversals.

Market now pushing policy – Team Trump wakes up to reality.

This week's guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play.

Every Wednesday morning Patrick is a guest on KDOW's The Rob Black Show. He is quoted regularly in the financial press and has also appeared on CBS Radio, CNBC, CNN International, Fox Business Network, and PBS’ Nightly Business Report.

Patrick is a graduate of Vanderbilt University and is located in Chicago.
Follow @Briefingcom

Check this out and find out more at: http://www.interactivebrokers.com/

Follow @andrewhorowitz

Stocks mentioned in this episode: (CMG), (IBM), (SPY), (BA), (AMZN), (MSFT)

Transcript

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0:00.0	This episode is brought to you by Interactive Brokers, and here's a question for you.
0:04.1	Will U.S. initial jobless claims exceed $260,000 for the week ending May 10, 2025?
0:13.2	At Interactive Brokers, the yes forecast contract was recently priced at 8% and the no contract, look at this, was at 90%.
0:23.1	IBKR forecast trader led to use exchange listed future contracts
0:27.9	to trade your opinion on yes or no questions on future events,
0:32.4	like climate change or the economy, politics.
0:36.0	You can choose yes or no, and if you're right,
0:39.5	you get paid.
0:40.2	It's that simple.
0:42.4	Interactive broker's forecast contracts are commission free, and you earn a dollar for every
0:47.8	correct prediction.
0:49.4	Plus, you'll earn 3.83 APY on your investment with an interest-like incentive coupon.
0:55.6	And you'll get $3 when you start trading forecast contracts.
0:59.9	Forecast contracts are not suitable for all investors.
1:02.9	The best informed investors, choose interactive brokers.
1:05.8	Check out the data, spot the trends, and make your prediction.
1:09.0	Go to IBCR.com slash forecast and start predicting today.
1:16.6	The disciplined investor is all about you, your money, and the markets. Sit back and get ready
1:22.6	for this edition of the Disciplined Investor podcast. This episode of the Discipline investor is sponsored by Horowitz & Company.
1:32.0	If you're looking for a portfolio manager, look no further.
1:35.6	Horowitz and Company from seed through harvest, cultivating financial success.
1:44.2	What a mess.
	...

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