TDI Podcast: Its Money Time! (#904)

Jan 19, 2025

Ryan Zabrowski, an author and seasoned investor with a rich background at esteemed institutions, shares his wisdom on disciplined investment strategies. He dives into the recent CPI-driven market rally and its unexpected effects on stock prices. The conversation takes a fascinating turn as Ryan discusses the implications of autonomous driving on personal transportation and urban life. He emphasizes the importance of risk management and adaptable investment approaches, blending technical and fundamental analysis for smart decision-making.

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Intro

00:00 • 2min

Market Rally Analysis and Investor Insights

01:49 • 8min

Navigating the Dynamics of Finance and Investment

09:46 • 17min

Market Insights and Investment Strategies

26:39 • 3min

Navigating Investment Strategies and Ethics

29:52 • 17min

The Future of Transport: Autonomous Driving's Impact

46:26 • 6min

Wrapping Up Insights and Looking Ahead

52:45 • 3min

A CPI print driven rally Rebalancing Investment Portfolios and Risk Autonomous Driving's Impact on Society Guest - Ryan Zabrowski, CFP,MSF - Author of Time Ahead NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Ryan Zabrowski, CFP, MSF Having read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’s disciplined investment strategy has long been inspired by the lessons of Warren Buffett, his teacher Benjamin Graham, and Nobel Laureates from Chicago, Columbia, Pennsylvania, and Yale Universities. As a result, Ryan favors owning sustainable, high-quality businesses and arbitrage strategies designed to profit, regardless of economic or interest rate direction. Ryan’s career in finance began in 1994. Early on, he focused on financial analysis and financial statement analysis. Over the past 23 years, Ryan has worked in financial and investment management at Washington University Endowment, Morgan Stanley, and Merrill Lynch, before joining Krilogy in 2019. Given his extensive investment knowledge and experience, Ryan has become an integral member of the firm’s Investment Committee, which manages Krilogy’s model investment portfolios. In this role, Ryan helps conduct investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions. GET RYAN'S BOOK - TIME AHEAD Most important to Ryan, however, is sharing his insights and perspectives with his team’s clients. Experience tells him that clients who understand what they own and why are best able to minimize emotion and make fact-driven decisions that drive positive, long-term results. Ryan’s rigorous and ongoing industry training allows him to provide clients with an extra measure of knowledge, in addition to requiring a fiduciary level of care. Follow @RyanZabrowski 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/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (JPM), (GS), (WFC), (MS), (BAC). (NVDA), (AAPL)