TDI Podcast: Conviction vs. Courage (#967)

TDI Podcast: Conviction vs. Courage (#967)

From The Disciplined Investor by Andrew Horowitz - Host

April 5, 2026 · 1h 11m · Episode 967

About this episode

The episode discusses the balance between confidence and courage in investing, featuring insights from guest Thomas Thornton on market trends and sentiment analysis.

Sitting on hands – maybe a good idea right now. Confidence vs. courage in your investment process. A look at Q1 markets and economics. Thomas Thornton, Hedge Fund Telemetry is this week’s guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)     Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry . His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry is comprised of current and former buy and sell side individuals. Hedge Fund Telemetry was first conceived with inspiration from Tom’s lifelong passion following Formula 1 racing. In the early 90’s, Formula 1 teams started to equip cars with sensors on every imaginable component and data was relayed wirelessly through telemetry to the pits to analyze and then instructions from the pits were relayed back to the driver so he could make changes to find the optimal balance for the car. It has always been the same way…

People in this episode

Host: Andrew Horowitz

Guest: Thomas Thornton

Topics covered

  • investment process
  • market analysis
  • sentiment indicators
  • hedge funds
  • economic outlook

Keywords

  • investment
  • courage
  • confidence
  • market analysis
  • Hedge Fund Telemetry
  • sentiment indicators
  • Q1 markets

Mentioned in this episode

Organizations: Hedge Fund Telemetry, Level Global Investors, Galileo Capital

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