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 Podcast
    2022+
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  • TDI Podcast: The Investor’s Dilemma (#880)
    2024/08/04
    Balancing risks and returns Gold - a good investment? Real Estate as an investment Setting up for success - with Guest Dr. Roger Silk. Roger D. Silk, Ph.D. is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. Dr. Silk has more than three decades of experience working with and advising wealthy clients, high net worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities and planning tools. Dr. Silk is the author of several books, including Managing Foundations and Charitable Trusts, Creating a Private Foundation, and Politicians Spend, We Pay. He has published dozens of articles that have appeared in periodicals such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. He has spoken to audiences around the country on the types and uses of charitable entities, and he frequently conducts educational seminars for financial professionals focusing on integrating the full suite of charitable entities into the financial planning process 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), (SPY)
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    54 分
  • TDI Podcast: Tech Wreck (#879)
    2024/07/28
    Big Tech making a mess of markets A new candidate – investors re-assessing their holdings. September rate cut probability of at 100% - lets discuss. Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®. Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®). Howard is widely quoted in top tier news publications around the world, providing in-depth analysis and information on a myriad of topics impacting the investment industry. Howard graduated with a B.S. in Business Management from Syracuse University. 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: (MSFT), (GOOGL), (AMZN), (SPY), (QQQ)
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    56 分
  • TDI Podcast: College Funding Tips (#878)
    2024/07/21
    What is going on? Questions about the current market's sustainability... HUGE rotation into small-caps and financials. College planning - does it have to be so difficult? Guest - College planning expert Brad Baldridge. Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger and host of the Taming the High Cost of College podcast, Brad has been sharing his college planning insights with clients, subscribers and listeners for nearly 20 years. Since 1998, Brad has become one of the nation’s leading college planning and college financial experts. He offers life-changing advice through his private practice, his online platforms, and at numerous workshops, seminars and events each year. 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: (UNH), (GS), (BAC)
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    58 分

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The Disciplined Investor Podcast
2022+

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