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The Disciplined Investor Podcast

The Disciplined Investor Podcast

Written by: Andrew Horowitz CFP
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The Disciplined Investor Podcast – The longest-running financial podcast. Weekly market insights, expert guests, and actionable investment ideas to help you stay ahead of the markets.2026+ Economics Leadership Management & Leadership Personal Finance Politics & Government
Episodes
  • TDI Podcast: 37% Of The Time (#993)
    Oct 4 2026

    Here we go – the start of the final 3 months of 2026.

    A look back to look ahead.

    What to expect – when investing…

    We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics

    NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

    Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in behavioral analytics and works with many of the world’s largest investment managers. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as CIO of Avocet Capital Management, a technology hedge fund). She’s the co-author of “Stock Market Maestros: The winning habits, strategies, and mindsets of the world’s best investors” (2026).

    Follow @cflynnlevy

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

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

    Stocks mentioned in this episode: (SPY), (QQQ), (NKE)

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    1 hr and 7 mins
  • TDI Podcast: Divergent Warnings (#994)
    Oct 11 2026

    Stocks have been hitting records while the bond market is throwing a fit.

    Oil is moving higher as the Fed is trying to figure out what to do next. Something doesn’t quite add up.

    This week’s guest – James Stack of InvesTech and Stack Financial Management.

    NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

    Recognized as one of the nation’s leading technical analysts, James Stack was formerly a project manager with IBM Research and has a number of domestic and international patents to his credit. After founding financial research firm InvesTech Research in 1979, he began publishing the InvesTech newsletter in 1982 which he continues to lead today. Over the years, InvesTech has earned widespread recognition for its unique analysis of the key forces behind the stock market and its ability to safely guide investors through the most tumultuous times – including the 2008 Financial Crisis, the 2000 Tech Bubble and the 1987 Crash.

    In 1994, Jim founded Stack Financial Management (SFM), an affiliate wealth management company which manages over $2B in assets for clients in virtually all 50 states. SFM is considered among the top independent wealth advisors and has consistently been ranked on Barron’s “Top 100 Independent Advisors” in the U.S. and Forbes list of “America’s Top 250 Wealth Advisors”.

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

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

    Stocks mentioned in this episode: (IBM), (CAT), (AVGO), (NVDA), (MSFT), (GDX), (XLE), (XLV), (XLP), (XLU), (XLI), (EFV)

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    1 hr and 5 mins
  • TDI Podcast: ONLY Price Pays (#983)
    Jul 26 2026

    A deeper dive into Technical Analysis.

    Prices are probing important levels.

    We are on the edge of my seats for more earnings results.

    Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net

    NEW! DOWNLOAD THE AI GENERATED SHOW NOTES

    Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from one of the best in the industry. Brian is the #1 ranked expert on Twitter in the categories of investing and Trading With over 52,000+ followers. In addition, Brian has a following of over 62,000+ on StockTwits, and some of the most subscribed financial videos on YouTube. If you are looking for the best stock trading site, look no further, Alphatrends has everything you need.

    CHECK OUT BRIAN’S LATEST BOOK

    “I believe in honesty, realistic expectations and true representations of what people can expect. Everything I say here is done without the slightest exaggeration. Integrity is everything to me. While this business is rife with charlatans that prey on people‘s greed, I only talk about substance and obtainable trading results. “

    Follow @alphatrends

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

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

    Stocks mentioned in this episode: (MU), (AAPL), IWM), (NVDA), (SPCX)

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    1 hr and 7 mins
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