TDI Podcast: Gerber on Ai, Tech and War (#963)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 8 March 2026
⏱️ 70 minutes
🧾️ Download transcript
Summary
War and Markets – Not a great mix
South Korea tumbles the most in history
Inflation risk is real again – the Fed’s quandary is real
Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America.
Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company’s app for IOS.
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Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
| 0:03.0 | So will the U.S. Consumer Confidence Index be above 101 in March, 2006? |
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| 1:04.9 | The last trading day for this contract is March 22nd. |
| 1:09.3 | The disciplined investor is all about you, your money, and the markets. |
| 1:14.0 | Sit back and get ready for this edition of The Discipline Investor Podcast. |
| 1:19.6 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:24.6 | If you're looking for a portfolio manager, look no further. Horowitz and |
| 1:28.8 | company from seed through harvest, cultivating financial success. |
| 1:38.3 | War and markets, not a great mix. South Korea tumbles the most in history. |
| 1:45.0 | Inflation risk is real again. |
| 1:46.4 | And the Fed's quandary is getting worse. |
| 1:50.7 | And our guest today, Ross Gerber of Gerber Kawasaki, all this. |
... |
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