TDI Podcast: Consistency Pays (#921)

The Disciplined Investor

Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI

Stocks, Obama, Business, Laporte, Bloomberg, Business News, Ramsey, Podcast, Cnbc, Investing, Twit, Curzio, Tdi, Cramer, Dvorak

4.4 • 705 Ratings

🗓️ 18 May 2025

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

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.

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Ed 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. 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/

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Stocks mentioned in this episode: (AAPL), (HALO), (OKLO), (SMR)

Transcript

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0:00.0	This episode is sponsored by Interactive Brokers. And here's a question for you. Will the
0:05.3	year-over-year change in the U.S. Consumer Price Index succeed 2.7% in May of 2025? Because the yes
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0:26.0	You choose yes or no.
0:28.7	And if you're right, you get paid.
0:30.1	It's that simple.
0:31.2	Explore trending data on U.S. consumer prices.
0:33.7	Spot the trends and make your prediction.
0:36.1	Trade forecast contracts at interactive brokers and earn a dollar for every correct prediction.
0:40.5	Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon.
0:46.2	And you'll get $3 when you start trading forecast contracts.
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0:55.5	I want you to go to IBKR.com slash forecast and start predicting today. Interactive Brokers is a member of SIPC. Last
1:04.0	Day Trading for the contract is June 19th. The disciplined investor is all about you, your money, and the markets.
1:13.6	Sit back and get ready for this edition of The Disciplined Investor Podcast.
1:19.2	This episode of The Disciplined Investor is sponsored by Horowitz & Company.
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1:28.3	Horowitz & Company, from Se harvest, cultivating financial success.
1:37.8	Markets making a fee recovery once again, right off the bottom, straight up to the top.
1:43.3	Trump making deals all across the United Arab Emirates in Saudi Arabia and Qatar.
	...

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