TDI Podcast: Wizardly Discipline (#953)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 28 December 2025
⏱️ 60 minutes
🧾️ Download transcript
Summary
Being disciplined pays off.
Markets finishing in a good place – ready for 2026.
Fun times ahead with a January warning.
Inspired by Market Wizards with our guest, the renowned Jack Schwager.
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Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books. Mr. Schwager is one of the founders of Fund Seeder (FundSeeder.com), a platform designed to find undiscovered trading talent worldwide and connect unknown successful traders with sources of investment capital. Previously, Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street‘s leading firms, most recently Prudential Securities.
Mr. Schwager has written extensively on the futures industry and great traders in all financial markets. He is perhaps best known for his best-selling series of interviews with the greatest hedge fund managers of the last three decades: Unknown Market Wizards, (2020), Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014). His other books include Market Sense and Nonsense (2012), a compendium of investment misconceptions, and the three-volume series, Schwager on Futures, consisting of Fundamental Analysis (1995), Technical Analysis (1996), and Managed Trading (1996). He is also the author of Getting Started in Technical Analysis (1999), part of John Wiley‘s popular Getting Started series.
Learn More at http://www.ibkr.com/funds
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPY), (NVDA), (TOST), (QQQ), (GLD)
Transcript
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| 0:00.0 | This episode is brought to you by Interactive Brokers. |
| 0:03.4 | And where can quantum computing take your portfolio? |
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| 0:11.1 | Start with a trend like quantum computing or clean energy |
| 0:13.8 | and instantly see where companies are most connected based on revenue, |
| 0:18.7 | strategic focus, and product relevance. |
| 0:21.4 | You can explore competitors, global exposure, and business relationships across more than |
| 0:25.6 | 500 themes. Built with AI-powered insights from reflexivity, investment themes turns complexity |
| 0:31.5 | into clarity and helps you move from trend to trade with speed. |
| 0:37.7 | Available now across IBKR desktop, mobile, and traders' workstation. |
| 0:42.0 | The best informed investors choose interactive brokers member SIPC. |
| 0:45.6 | Check it out at IBKR.com slash themes. |
| 0:52.7 | The disciplined investor is all about you, your money, and the markets. |
| 0:57.5 | Sit back and get ready for this edition of The Discipline Investor Podcast. |
| 1:03.1 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:08.1 | If you're looking for a portfolio manager, look no further. Horowitz and |
| 1:12.2 | company from seed through harvest, cultivating financial success. Being disciplined pays off. |
| 1:24.2 | Markets finishing in a good place and ready for 2026. |
| 1:29.1 | Fun times ahead with a January warning and let's get inspired by Market Wizards with our |
| 1:36.0 | guest, the renowned Jack Swager. |
| 1:38.4 | All this and much more on episode number 953 of the Disciplined Investor podcast. |
| 2:00.6 | Here we are coming into the end of the year, |
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