TDI Podcast: Bourbon Ta$ting (#957)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 25 January 2026
⏱️ 62 minutes
🧾️ Download transcript
Summary
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
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)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.0 | And listen, it's your research and it's your investments. |
| 0:07.6 | You analyze markets, you manage risk, but did you research your broker? |
| 0:12.2 | In 2025, IBKR's clients outperform the S&P 500. |
| 0:16.8 | Yep. Retail clients averaged 19.2% while hedge fund clients average 28.91% compared to the indexes 17.9%. |
| 0:27.0 | IBKR's lower trading costs, competitive rates, efficient execution, and access to more than 170 global markets helped investors keep more of what they earn |
| 0:38.3 | and put more capital to work. |
| 0:40.9 | Over time, the broker you choose makes a difference. |
| 0:44.4 | Interactive brokers member SIPC. |
| 0:46.1 | If you care about performance, |
| 0:48.2 | find out why the best informed investors |
| 0:50.3 | choose interactive brokers at IBKR.com slash 2025. |
| 0:59.5 | The disciplined investor is all about you, your money, and the markets. |
| 1:04.3 | Sit back and get ready for this edition of the Disciplined Investor Podcast. |
| 1:09.9 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:14.5 | If you're looking for a portfolio manager, look no further. |
| 1:18.5 | Horowitz & Company from seed through harvest, cultivating financial success. |
| 1:29.0 | Greenland Babel sinks and then boosts markets. |
| 1:32.2 | Natural gas prices skyrocket. |
| 1:33.9 | Small caps continue to lead markets. |
| 1:36.6 | And our guest today is Jeremy Castler, founder of Cass X. |
| 1:40.8 | Yes, we're talking about whiskey. |
... |
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