TDI Podcast: R2D2 – The Truth About AI (#947)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 16 November 2025
⏱️ 76 minutes
🧾️ Download transcript
Summary
The Government is back open – is that a good thing?
October’s economic data may be lost forever.
Investors questioning valuations and the skinny on robotaxis 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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Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (NVDA), (TSLA), (AMD), (MSFT), (GOOGL), (GEV), (ORCL), (CRM)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers. |
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| 0:45.8 | Interactive brokers. |
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| 0:59.6 | The disciplined investor is all about you, your money, and the markets. |
| 1:04.4 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:10.0 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:14.6 | If you're looking for a portfolio manager, look no further. |
| 1:18.5 | Horowitz and Company from seed through harvest, cultivating financial success. |
| 1:30.0 | The government's back open. |
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