TDI Podcast: Survival is Key (#910)

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

🗓️ 2 March 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Is it possible to invest like an IVY school endowment?

Factor investing and a new 315 Exchange ETF!

New investor advice – get your pencils sharpened !

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/

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

Stocks mentioned in this episode: (GLD)

Transcript

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0:00.0	This episode is sponsored by Interactive Brokers. And here's a question for you. Will the average
0:06.1	U.S. temperature in February 2025 be higher than 36 degrees Fahrenheit? The Yesk Forecast Contract
0:13.2	recently traded at 44% and the no was at 55%. With Interactive Brokers forecast contracts, you can trade on future events,
0:22.4	like climate change, the economy, or even politics. You choose yes or no, and if you're right,
0:29.2	you get paid. Is that simple? Explore historical data on U.S. and global temperatures and even
0:35.4	carbon dioxide levels. Spot the trend and make your predictions for February 2025.
0:41.4	Trade forecast contracts at Interactive Brokers
0:43.9	and earn a dollar for every contract correct prediction.
0:49.0	Plus, you'll earn 3.83% annual percentage yield on your investments with an interest-like incentive coupon,
0:57.1	and you'll get $3 when you start trading forecast contracts.
1:01.7	Now, forecast contracts are not suitable for all investors.
1:04.0	Go to iBKR.com slash forecast and start predicting today.
1:10.0	Interactive Brokers is a member SIPC.
1:15.5	The Disciplined Investor is all about you, your money, and the markets. Sit back and get
1:21.0	ready for this edition of the Discipline Investor Podcast. This episode of The Discipline investor is sponsored by Horowitz & Company.
1:30.8	If you're looking for a portfolio manager, look no further.
1:34.3	Horowitz and Company from seed through harvest, cultivating financial success.
1:47.9	Is it possible to invest like an Ivy School Endowment?
1:52.9	Factor investing and exchange funds and new advice for investors.
1:55.9	Get your pencil sharpened because Meb Favor,
2:03.4	co-founder and chief investment officer at Cambrey Investment Management is here. All this and much more on episode number 910 of the Disciplined Investor Podcast. And a warm and healthy, welcome to March.
2:26.8	Yeah, I know.
	...

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