{"id":55773,"date":"2023-06-04T14:00:18","date_gmt":"2023-06-04T18:00:18","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=55773"},"modified":"2023-06-02T11:55:28","modified_gmt":"2023-06-02T15:55:28","slug":"tdi-podcast-foggy-tara-819","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2023\/06\/04\/tdi-podcast-foggy-tara-819\/","title":{"rendered":"TDI Podcast: Foggy TARA (#819)"},"content":{"rendered":"<p>May Market Madness \u00a0\u00a0\u2013 Tech vs. everything else.<\/p>\n<p>Politicians create problems \u2013 just to fix them \u2013 My Heroes!<\/p>\n<p>Bifurcating markets \u2013 that is of interest.<\/p>\n<p>And out Guest \u2013 Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds.<\/p>\n<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\"><img loading=\"lazy\" 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=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><!--more--><\/p>\n<hr \/>\n<p><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/05\/Thomas-Nelson.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-55776\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/05\/Thomas-Nelson-300x300.png\" alt=\"\" width=\"213\" height=\"213\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/05\/Thomas-Nelson-300x300.png 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/05\/Thomas-Nelson-150x150.png 150w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/05\/Thomas-Nelson-440x440.png 440w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/05\/Thomas-Nelson-120x120.png 120w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/05\/Thomas-Nelson.png 500w\" sizes=\"auto, (max-width: 213px) 100vw, 213px\" \/><\/a>Tom Nelson is a senior vice president and head of asset allocation portfolio management for <a href=\"https:\/\/www.franklintempleton.com\/planning-and-learning\/learn-about-investing\/investment-ideas\/multi-asset-funds\">Franklin Templeton Investment Solutions<\/a>. He is a member of the Investment Strategy &amp; Research Committee.<\/p>\n<p>Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the <a href=\"https:\/\/www.franklintempleton.com\/planning-and-learning\/learn-about-investing\/investment-ideas\/multi-asset-funds\">Franklin NextStep Fund<\/a> series, the <a href=\"https:\/\/www.franklintempleton.com\/planning-and-learning\/learn-about-investing\/investment-ideas\/multi-asset-funds\">Franklin VolSmart Allocation VIP Fund<\/a> and numerous model portfolio programs. He is portfolio manager of <a href=\"https:\/\/www.franklintempleton.com\/planning-and-learning\/learn-about-investing\/investment-ideas\/multi-asset-funds\">Franklin LifeSmart Retirement Target Funds<\/a>, the <a href=\"https:\/\/www.franklintempleton.com\/planning-and-learning\/learn-about-investing\/investment-ideas\/multi-asset-funds\">Franklin Fund Allocator Series<\/a> available in the United States and several custom institutional portfolio mandates.<\/p>\n<p>Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm&#8217;s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.<\/p>\n<p>Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.<\/p>\n<hr \/>\n<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&amp;url=%2Fen%2Findex.php%3Ff%3D1338\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" 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>\n<hr \/>\n<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\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\">Stocks mentioned in this episode: (AAPL), (GOOG), (META), (NVDA), (AMD), (CRM)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1738\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1738','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55773-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode819.mp3\">Download<\/a> (Duration: 57:26 &#8212; 52.9MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>May Market Madness \u00a0\u00a0\u2013 Tech vs. everything else. Politicians create problems \u2013 just to fix them \u2013 My Heroes! Bifurcating markets \u2013 that is of interest. And out Guest \u2013 Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds.<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_1739\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('1739','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=55773-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode819.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode819.mp3\">Download<\/a> (Duration: 57:26 &#8212; 52.9MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":55785,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9,296],"tags":[482,297],"class_list":["post-55773","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts","tag-show-notes","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55773","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=55773"}],"version-history":[{"count":3,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55773\/revisions"}],"predecessor-version":[{"id":55786,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55773\/revisions\/55786"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/55785"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=55773"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=55773"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=55773"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}