meta_pixel
Tapesearch Logo
Log in
The Disciplined Investor

TDI Podcast: Scaramucci Quick-Take (#882)

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

4.4 • 705 Ratings

🗓️ 18 August 2024

⏱️ 40 minutes

🧾️ Download transcript

Summary

The "carry" trade blows up – But now: Fully Resolved Economic Indicators Bad – but that good news for markets Under the radar layoffs happening... Gust Anthony Scaramucci , Founder, Skybridge Capital (Who has a few things to say about politics and the election). Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman in 2001. Earlier, he worked in Private Wealth Management at Goldman Sachs & Co. In 2022, Scaramucci was ranked #47 in Cointelegraph’s Top 100 Influencers in Crypto and Blockchain. In 2016, he was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s New York Financial Services “Entrepreneur of the Year” Award. Anthony is a member of the Council on Foreign Relations (CFR) and a board member of the Federal Enforcement Homeland Security Foundation. He is the author of five books. OPEN BOOK PODCAST ON APPLE Scaramucci served on President Donald J. Trump’s 16-person Presidential Transition Team Executive Committee, and in 2017 briefly served as Chief Strategy Officer of the Export-Import (EXIM) Bank and White House Communications Director. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School. Follow @Scaramucci Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CSCO), (BTCUSD)

Transcript

Click on a timestamp to play from that location

0:00.0

This episode is sponsored by Interactive Brokers. And are you looking for your next investment

0:06.0

opportunity? Of course you are. Interactive Brokers global analyst tool helps you uncover hidden

0:11.2

opportunities in the global stock market. With its unique features like the World Data Screener,

0:16.6

you can precisely pinpoint undervalued stocks by comparing prices and financial metrics of global stocks all in the same currency.

0:25.7

Plus, the World Map Screener allows you to quickly find stocks that meet your specific financial criteria across the universe of global equities.

0:34.8

Imagine the advantages that you have of making better investment decisions

0:39.1

with powerful tools right at your fingertips.

0:42.3

Don't miss out on the next great investment.

0:45.1

Definitely don't want to do that.

0:46.4

Interactive brokers clients in over 200 countries

0:49.1

and territories trade stocks, options, futures,

0:52.6

currencies, bonds, and funds, and more on more than 150 global

0:58.8

markets from a single unified platform.

1:02.5

You know, the best informed investors choose interactive brokers.

1:05.0

So experience the power of IBKR Global Analyst for free today at IBKR.com slash global analyst. Interactive Brokers is a member of

1:17.3

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

1:25.7

get ready for this edition of The Disciplined Investor podcast.

1:30.6

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

1:35.2

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

1:39.2

Horowitz & Company from Seed through Harvest, cultivating financial success.

1:50.0

The carry trade, well, it blew up, but now it's fully resolved.

1:54.4

Economic indicators are bad, but that's good news for markets.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.