TDI Podcast: Private Equity Insights (#956)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 18 January 2026
⏱️ 65 minutes
🧾️ Download transcript
Summary
Greenland, Iran and Mexico – OH MY
Earnings season – yes it is here !
Markets re on fire – all systems go – Get your gold and silver too!
And out guest – Benjamin Kahle – Managing Partner of Wellings Capital.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company’s investment strategy and guides asset management initiatives. Since joining Wellings Capital as an intern in 2015, Benjamin has played an instrumental role in the firm’s growth, driving it from $0 to over $215 million in investor equity under management and over $450 million of assets under management. His leadership has helped establish Wellings Capital as a trusted name in the commercial real estate private equity space. Benjamin’s real estate career began early—he became a licensed realtor during his junior year of college. He earned his Bachelor’s degree in Business Administration from Liberty University and lives in Central Virginia with his wife and son.
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/
Stocks mentioned in this episode: (SPY), (TSLA), (GOOG), (BIDU)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers, and there's something that you need to think about. |
| 0:05.3 | Where could quantum computing take your portfolio? |
| 0:09.6 | Investment themes from Interactive Brokers helps you find out. |
| 0:12.8 | Start with a trend like quantum computing or clean energy and instantly see which companies are most connected based on revenue, strategic focus, and product |
| 0:22.8 | relevance. |
| 0:23.6 | You can explore competitors, global exposure, and business relationships across more |
| 0:28.6 | than 500 themes, built with AI-powered insights from reflexivity, investment themes terms |
| 0:35.7 | complexity into clarity, and helps you move from trend to trade |
| 0:39.9 | with speed. Available now across IBKR desktop, mobile, and traders' workstation. The best-informed |
| 0:47.0 | investors choose interactive brokers, member SIPC. Check it out at IBKR.com slash themes. |
| 0:58.1 | The Disciplined Investor is all about you, your money, and the markets. |
| 1:02.8 | Sit back and get ready for this edition of the Disciplined Investor Podcast. |
| 1:08.4 | This episode of The Discipline Investor is sponsored by Horowitz & Company. If you're |
| 1:13.8 | looking for a portfolio manager, look no further. Horowitz and Company from seed through harvest, |
| 1:20.2 | cultivating financial success. Greenland, Iran, and Mexico. |
| 1:29.4 | Oh, my. |
| 1:30.4 | Earning season, yes, it's here. |
| 1:32.5 | Markets are on fire. |
| 1:33.6 | All systems go. |
| 1:35.0 | Get your gold and silver, too. |
| 1:37.3 | And our guest today, Benjamin Cal, managing partner of Wellings Capital, all this. |
| 1:42.8 | And much more on episode number 956 of the Disciplined |
... |
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