TDI Podcast: Opportunities Within Chaos (#934)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 17 August 2025
⏱️ 59 minutes
🧾️ Download transcript
Summary
Home country bias – not benefiting you this year.
CPI inflation – not as bad on the top line – under the surface more to look at.
Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.
Check this out and find out more at: http://www.interactivebrokers.com/
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Stocks mentioned in this episode: (GLD), (SPY), (QQQ), (IWM)
Transcript
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| 1:21.2 | The disciplined investor is all about you, your money, and the markets. Sit back and get ready |
| 1:27.2 | for this edition of The Disciplined Investor podcast. |
| 1:31.6 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
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| 1:50.6 | CPI and PPI data released. Interesting story there. We got 90-day pause on the China |
... |
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