TDI Podcast: Decoupling Stability (#941)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 5 October 2025
⏱️ 53 minutes
🧾️ Download transcript
Summary
October – will history repeat?
New tariffs announced – again.
Thinking about 401k plans – innovation or exploitation?
And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.
A leading expert on the international monetary system and global finance, his research covers the history of global financial crises, the international monetary system, economic history, and the causes and consequences of populism.
Dr. Eichengreen holds fellowships from several institutions, including the National Bureau of Economic Research and the American Academy of Arts and Sciences, and has previously served as a Senior Policy Advisor at the International Monetary Fund (IMF).
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/
eNVESTOLOGY Info – https://envestology.com/
Stocks mentioned in this episode: (BTCUSD), (ORCL), (OKLO), (QQQ)
Transcript
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| 1:20.9 | The Disciplined Investor is all about you, your money, and the markets. |
| 1:25.7 | Sit back and get ready for this edition of the Disciplined Investor podcast. |
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| 1:50.3 | October will history repeat again. |
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