Couverture de The Disciplined Investor Podcast

The Disciplined Investor Podcast

The Disciplined Investor Podcast

De : Andrew Horowitz and guests - Frank Curzio Ben Hunt Barry Ritholtz Leo Laporte Keith McCullough TDI
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The Disciplined Investor Podcast2025+ Direction Economie Finances privées Management et direction Politique et gouvernement
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    Épisodes
    • TDI Podcast: Private Equity Insights (#956)
      Jan 18 2026

      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 h et 5 min
    • TDI Podcast: The Probability Payoff (#955)
      Jan 11 2026

      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 h et 6 min
    • TDI Podcast: Prospective Perspective (#954)
      Jan 4 2026

      Prospective Perspective – we are looking ahead by looking back.

      A new year – what may drive returns into 2026.

      So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.

      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), (RTX), (NOC), (SHLD), (GLD)

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      1 h et 3 min
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