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The Disciplined Investor

TDI Podcast: Falling off K2 (#912)

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

🗓️ 16 March 2025

⏱️ 54 minutes

🧾️ Download transcript

Summary

First Level Thinking and how we got into this mess.

A few market thoughts while sipping on tea.

Financial Literacy Month – getting ready.

Guest, Steve Sanders, EVP at Interactive Brokers.



 NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)





Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally.

Steve joined Interactive Brokers in 2001 to establish the company’s platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company’s Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company’s extraordinary growth over the years.

Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions.

Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science.


Check this out and find out more at: http://www.interactivebrokers.com/







Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE



Stocks mentioned in this episode: (PLTR), (SPY), GLD), (TOST), (IWM)

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:06.0

Sit back and get ready for this edition of The Discipline Investor Podcast.

0:11.6

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

0:16.6

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

0:20.2

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

0:30.6

First level thinking and how we got into this mess.

0:34.3

A few market thoughts while sipping on some tea.

0:36.7

Financial Literacy Month is getting ready to go.

0:39.9

And our guest today is Steve Sanders, EVP at Interactive Brokers.

0:43.5

All this.

0:44.8

And much more on episode number 912 of the Disciplined Investor Podcast. Well, hello there. Hey, I'm back from India.

1:10.0

What an amazing place. If you haven't been there, well, I'm back from India. What an amazing place.

1:12.3

If you haven't been there, well, once in your lifetime.

1:14.9

You've got to do it.

1:15.8

Something that should be, I would say, on your bucket list.

1:19.1

I mean, you've got the colors and the culture, the culinary, spectacular.

1:24.3

Just absolutely breathtaking.

1:26.5

And something I would say, dare say that if you haven't been there, you can't even

1:30.7

imagine.

1:32.4

The people and the places and the history incredible.

1:38.3

And yeah, there's some abject poverty and there's opulence and there's beauty and there's despair but it's all

1:46.7

there right this this cultural immersion almost a shock to the system i think is it's pretty

...

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