『The Disciplined Investor Podcast』のカバーアート

The Disciplined Investor Podcast

The Disciplined Investor Podcast

著者: Andrew Horowitz and guests - Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith McCullough TDI
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The Disciplined Investor Podcast2022+ マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 政治・政府 経済学
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  • TDI Podcast: Consistency Pays (#921)
    2025/05/18
    Consistency pays and it should be a basic discipline. Let's talk about process and the plan. Deals and congressional actions are front and center. And our guest – Ed Easterling of Crestmont Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations. Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (HALO), (OKLO), (SMR)
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    1 時間 2 分
  • TDI Podcast: AI Unplugged (#920)
    2025/05/11
    The Art of the Steal? Powell holds firm on rates. Big announcement – UK deal – or was it? China meeting set for this weekend - looks like a lit of hot air. This week's guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Daniel Faggella is an internationally recognized speaker on the use-cases and ROI of artificial intelligence in business. Since 2015 Daniel has focused on direct market research interviews with Fortune 500 AI leaders, AI unicorn startup founders, and leading academics. Daniel is a Brazilian Jiu Jitsu black belt, winning the title of 2011 national champion (IBJJF Pan America Games). He graduated with a masters degree in Positive Psychology from UPENN, focusing his thesis research on skill development and skill acquisition. Born in Wakefield, Rhode Island, he now lives in Boston. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (GOOGL), (AMZN), (AAPL), (MSFT)
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    1 時間 5 分
  • TDI Podcast: Audit Defense (#919)
    2025/05/04
    BOOM Tech earnings– a few big winners here! GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s leader in taxpayer defense, taxpayers’ rights, and IRS abuse prevention and cure. Regarded as one of the country’s premiere experts in IRS procedures and general tax financial-problems resolution techniques, he has helped hundreds of thousands of citizens solve personal and business tax problems they thought might never be solved. As the author of fifteen books, dozens of research reports, and well over a thousand articles, Dan’s work is regularly featured on radio and television, as well as in major newspapers, leading magazines and trade publications nationwide. Dan is a frequent guest on numerous talk radio and TV programs where he is heard by millions of people each year. Visit Dan's Website Follow @danieljpilla Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (META), (AMZN), (NVDA), (MSFT)
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    1 時間 4 分

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