The Disciplined Investor Podcast

TDI Podcast: Prospective Perspective (#954)

The Disciplined Investor Podcast

Show Notes

Prospective Perspective – we are looking ahead by looking back.

A new year – what may drive returns into 2026.

So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.

Learn More at http://www.ibkr.com/funds

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (SPY), (RTX), (NOC), (SHLD), (GLD)

More from The Disciplined Investor Podcast

Oct 18, 2026

Rocky Road as inflation kick in hard.

Oct 11, 2026

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

Oct 4, 2026

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

Sep 27, 2026

Danger Will Robinson – Rates, Prices and Diesel…

Sep 20, 2026

The Debt Story Is Worse (and Better) than the Headlines.

See all episodes →