『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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概要

The Disciplined Investor Podcast2025+ 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
エピソード
  • TDI Podcast: Bourbon Ta$ting (#957)
    2026/01/25

    Greenland babble sinks and then boosts markets.

    Natural Gas prices skyrocket.

    Small Caps continue to lead markets.

    Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!

    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

    Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his passion for whiskey with his background in building pioneering investment ventures.

    Kasler founded CaskX in 2019, officially launching operations in early 2020 during the COVID?19 pandemic. Despite global shutdowns, he built momentum by developing an innovative model that allows investors to purchase portfolios of barreled whiskey, which appreciate in value as they mature.

    CaskX:

    • Manages 30,000+ casks valued at over $50 million
    • Serves 700+ investors worldwide
    • Employs over 30 professionals
    • Operates in Beverly Hills, Louisville, Sydney, Hong Kong, London, Toronto, and Des Moines

    Learn More at http://www.ibkr.com/funds

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

    Stocks mentioned in this episode: (@NG), (INTC), (QQQ), (SPY), (IWM), (DELL)

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    1 時間 2 分
  • TDI Podcast: Private Equity Insights (#956)
    2026/01/18

    Greenland, Iran and Mexico – OH MY

    Earnings season – yes it is here !

    Markets re on fire – all systems go – Get your gold and silver too!

    And out guest – Benjamin Kahle – Managing Partner of Wellings Capital.

    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

    Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company’s investment strategy and guides asset management initiatives. Since joining Wellings Capital as an intern in 2015, Benjamin has played an instrumental role in the firm’s growth, driving it from $0 to over $215 million in investor equity under management and over $450 million of assets under management. His leadership has helped establish Wellings Capital as a trusted name in the commercial real estate private equity space. Benjamin’s real estate career began early—he became a licensed realtor during his junior year of college. He earned his Bachelor’s degree in Business Administration from Liberty University and lives in Central Virginia with his wife and son.

    Learn More at http://www.ibkr.com/funds

    Follow @andrewhorowitz

    Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

    Stocks mentioned in this episode: (SPY), (TSLA), (GOOG), (BIDU)

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    1 時間 5 分
  • TDI Podcast: The Probability Payoff (#955)
    2026/01/11

    Capturing Maduro and Buying Greenland – all in a day’s work!

    Markets off to a great start – plenty of January to go…

    Venezuela oil – untapped opportunity – BUT let’s take a closer look.

    And our Guest – Todd Tresidder – Founder of FinancialMentor.com

    NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

    Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn’t, and why based on a depth of proven experience.

    Todd is a financial coach and educator at FinancialMentor.com. He’s the author of five financial planning books including ‘How Much Money Do I Need To Retire?,’ ‘Don’t Hire A Financial Coach,’ and ‘Variable Annuity Pros and Cons.’ You can connect with Todd via his website, Financialmentor.com, Twitter @FinancialMentor, or on Google+.

    Check this out and find out more at: http://www.interactivebrokers.com/

    Follow @andrewhorowitz

    Stocks mentioned in this episode: (SHLD), (RTX), (SPY), (GLD), (XLE)

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    1 時間 6 分
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