The Disciplined Investor

The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month – equities ripped higher. Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author. TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/TDI-Notes-and-Summary-923.pdf] ---------------------------------------- [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/ritholtz_1.jpg]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/ritholtz_1.jpgBarry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country’s fastest-growing financial planning and asset management firms. Named ETF Investor of the Year and one of the Financial Times’ top 300 firms, RWM manages over $5 billion for 3,900 families.[https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/hownottoinvest-194x300.jpg]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/hownottoinvest.jpg Called the “blogfather” for creating The Big Picture, one of the first market weblogs, the site covers everything related to investing. Since its launch in in the very early 2000’s, its mix of behavioral finance and data analysis has attracted nearly 300 million visitors. Barry is also the creator and host of Masters in Business, the longest-running and most popular podcast on Bloomberg Radio. His book, Bailout Nation, was named one of the Best Business Books of the Year, selected as the Investment Book of the Year, and awarded a First Amendment Award for Outstanding Journalism. How Not To Invest – The ideas, numbers, and behaviors that destroy wealth – and how to avoid them [https://www.amazon.com/How-Not-Invest-numbers-behaviors/dp/1804091197]   ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- LOOKING TO INVEST IN THE DISCIPLINED INVESTOR MANAGED GROWTH STRATEGY? CLICK HERE [http://www.thedisciplinedinvestor.com/blog/mailbox/tdi-investment-fund/] FOR THE VIRTUAL TOUR. ---------------------------------------- Stocks Mentioned in the Episode: (SPY), (AMZN), (CHWY) Follow @andrewhorowitz [https://twitter.com/andrewhorowitz]

The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. Guest: Tom Nelson, Franklin Templeton Funds TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/TDI-Notes-and-Summary-922.pdf] ---------------------------------------- Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions [https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds]. He is a member of the Investment Strategy & Research Committee. [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson-300x300.png]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/05/Thomas-Nelson.pngHe is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund [https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds] series, the Franklin VolSmart Allocation VIP Fund [https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds] and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds [https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds], the Franklin Fund Allocator Series [https://www.franklintempleton.com/planning-and-learning/learn-about-investing/investment-ideas/multi-asset-funds] available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’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. 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. ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- LOOKING TO INVEST IN THE DISCIPLINED INVESTOR MANAGED GROWTH STRATEGY? CLICK HERE [http://www.thedisciplinedinvestor.com/blog/mailbox/tdi-investment-fund/] FOR THE VIRTUAL TOUR. ---------------------------------------- Stocks Mentioned in the Episode: (GLD), (NKE), (TGT), (HD), (LOW) Follow @andrewhorowitz [https://twitter.com/andrewhorowitz]

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. TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/TDI-Notes-and-Summary-921.pdf] ---------------------------------------- [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2012/04/Easterling-Photo-255x300-1.jpg]http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/04/Easterling-Photo.jpgEd 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 [http://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/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- Follow @andrewhorowitz [https://twitter.com/andrewhorowitz] ----------------------------------------  Stocks mentioned in this episode: (AAPL), (HALO), (OKLO), (SMR)

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. TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/TDI-Notes-and-Summary-920.pdf] ---------------------------------------- [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/08/faggella_current-circle-cropped.png]https://thedisciplinedinvestor.com/blog/wp-content/uploads/2024/08/faggella_current-circle-cropped.pngDaniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research [https://emerj.com/], 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/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ---------------------------------------- Follow @andrewhorowitz [https://twitter.com/andrewhorowitz] ---------------------------------------- Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE [https://thedisciplinedinvestor.com/blog/tdi-strategy/] ---------------------------------------- Stocks mentioned in this episode: (NVDA), (GOOGL), (AMZN), (AAPL), (MSFT)

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.TDI Podcast on Apple Podcasts [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2021/10/ApplePodcasts-300x100.png]https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2025/05/TDI-Notes-and-Summary-919.pdf] ---------------------------------------- [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2019/01/danPilla.jpg]Daniel Pilla [https://www.taxhelponline.com/] is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” [https://www.amazon.com/How-Win-Your-Tax-Audit/dp/1884367097] 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 [https://www.taxhelponline.com/] Follow @danieljpilla [https://twitter.com/danieljpilla] ---------------------------------------- Check this out and find out more at: http://www.interactivebrokers.com/ [https://www.interactivebrokers.com/]Interactive Brokers - Why IB? [https://thedisciplinedinvestor.com/blog/wp-content/uploads/2020/12/InteractiveBrokers_logo1-e1607262448146.jpg]https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338 ----------------------------------------   Follow @andrewhorowitz [https://twitter.com/andrewhorowitz] ---------------------------------------- Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE [https://thedisciplinedinvestor.com/blog/tdi-strategy/] ---------------------------------------- Stocks mentioned in this episode: (META), (AMZN), (NVDA), (MSFT)