The Disciplined Investor Podcast - TDI Podcast: Breaking NEWS (#926)

<p>The Presidential Cycle and the sectors that may benefit.</p> <p>Taking a look at the Longevity Paradox</p> <p>Tariffs and Inflation – is it all a hoax?</p> <p>Our guest this week – David Gaffen, Breaking News editor at Reuters.</p> <p><a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"><img decoding="async" class="aligncenter wp-image-54929 size-medium" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png" alt="TDI Podcast on Apple Podcasts" width="300" height="100" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png 300w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-610x204.png 610w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts.png 677w" sizes="(max-width: 300px) 100vw, 300px" /></a></p> <p><span style="color: #ff0000;"><strong><em>NEW!</em> </strong></span><a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/06/TDI-Notes-and-Summary-926.pdf"><em><strong>DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)</strong></em></a></p> <p><!--more--></p> <hr /> <p><a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022.jpg"><img decoding="async" class="alignleft wp-image-55845" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022-278x300.jpg" alt="" width="148" height="160" srcset="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022-278x300.jpg 278w, https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/07/david-headshot-2022.jpg 300w" sizes="(max-width: 148px) 100vw, 148px" /></a>David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years.</p> <p>In that time he has covered the 2008 financial crisis, the oil-market meltdown in 2020, and was nominated for a Loeb Award for a series of articles on the growth of stock buybacks in 2015. He lives in New York with his family.</p> <p style="text-align: center;"><a class="twitter-follow-button" href="https://twitter.com/davidgaffen" data-size="large" data-show-count="false">Follow @DavidGaffen</a><script async="" src="//platform.twitter.com/widgets.js" charset="utf-8"></script></p> <p> </p> <hr /> <p style="text-align: center;"><strong>Charts Discussed: <a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/06/presidentialTrends.jpg" target="_blank" rel="noopener">Chart 1</a>    <a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/06/DH_forwardPESP500.jpg" target="_blank" rel="noopener">Chart 2</a></strong></p> <hr /> <p style="text-align: center;"><strong>Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a></strong><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"><img decoding="async" class="aligncenter wp-image-54327" src="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg" alt="Interactive Brokers - Why IB?" width="393" height="87" /></a></p> <hr /> <h3 style="text-align: center;">Looking to invest in The Disciplined Investor Managed Growth Strategy?<br /> Click <strong><a href="http://www.thedisciplinedinvestor.com/blog/mailbox/tdi-investment-fund/">HERE</a></strong> for the virtual tour.</h3> <hr /> <p style="text-align: center;">Stocks Mentioned in the Episode: (MSFT), (DELL), (NVDA), (TSLA)</p> <p style="text-align: center;"><a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><script async="" src="//platform.twitter.com/widge