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The Disciplined Investor

TDI Podcast: Das’s Dead Dollar (#876)

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

4.4705 Ratings

🗓️ 7 July 2024

⏱️ 60 minutes

🧾️ Download transcript

Summary

Short week – plenty of action The breath keeps getting worse The Debate – what does that mean for markets? This episode's guest: our good friend , author and former banker Satyajit  Das – all the way from down under Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world. Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns & Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 & 2021) He was featured in Charles Ferguson’s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power & Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who’s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (SPY), (NVDA), (GEO), (SMH), (TSLA)

Transcript

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0:00.0

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0:57.5

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1:10.0

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1:16.5

Interactive brokers is a member of SIPC.

1:21.7

The Disciplined Investor is all about you, your money, and the markets.

1:26.5

Sit back and get ready for this edition of The Disciplined Investor podcast.

1:32.1

This episode of The Disciplined Investor is sponsored by Horowitz & Company.

1:37.1

If you're looking for a portfolio manager, look no further.

1:40.6

Horowitz and Company, from seed through harvest, cultivating financial success.

1:50.7

Well, that was a short week, but there was plenty of action. The breath, it just keeps on

1:55.5

getting worse. The debate, what does that mean for markets? And our guest, a good friend, author and banker, former banker, Das, all the way from

...

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