TDI Podcast: The Awesome Portfolio (#875)

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

🗓️ 30 June 2024

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

An interesting turn in politics. Looking at the "Awesome Portfolio" Having a healthy relationship with money with this week's Guest - Jared Dillian. Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of San Francisco in 2001 with a Masters in Business Administration, concentration in Finance, and from the Savannah College of Art and Design in 2023 with a Masters in Fine Arts in Writing. Jared worked for a small floor market maker on the Pacific Options Exchange from 1999-2000, and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading. He is also the author of STREET FREAK: Money And Madness At Lehman Brothers, which was named Businessweek’s #1 general business book of 2011, and the novel ALL THE EVIL OF THIS WORLD, published in 2016, THOSE BASTARDS: 69 Essays on Life, Creativity, and Meaning, published in 2023, NO WORRIES: How To Live a Stress Free Financial Life, published in 2024. 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: (SPY)

Transcript

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0:00.0	This episode is brought to you by Interactive Brokers.
0:03.4	Access a vast selection of global fixed income securities at Interactive Brokers Bond Marketplace,
0:09.8	search their deep availability of over one million bonds globally and use IBKR's bond search
0:16.8	tool to compare available yields against those of other brokers.
0:21.1	Interactive Brokers has no markups or built-in spreads and low, fully transparent commissions
0:26.5	on bonds.
0:27.6	IBKR displays the highest bids and lowest offers received from the electronic venues they access.
0:33.7	In addition, clients can interact with each other by placing bids and offers online to execute
0:40.1	their trades. Learning why Benzinger rated Interactive Brokers, their best online broker for Bonds
0:46.0	for two consecutive years. Interactive Brokers is a member of SIPC. Visit IBKR.com slash bonds.
0:58.6	The disciplined investor is all about you, your money, and the markets. Sit back and get ready
1:04.5	for this edition of The Disciplined Investor Podcast. This episode of The Discipline Investor is sponsored by Horowitz & Company.
1:13.6	If you're looking for a portfolio manager, look no further.
1:17.5	Horowitz and Company from seed through harvest, cultivating financial success.
1:26.9	Looking at the relationship you have with money
1:29.1	and the relationship money has with you.
1:32.2	We're going to talk about the awesome portfolio,
1:34.3	use of credit cards, all sorts of things with our guests,
1:37.4	and that is Jared Dillion, all this.
1:40.4	And much more on episode number 875 of the Disciplined Investor podcast. And a great welcome to you.
2:06.8	I'm so delighted to be with you again.
2:08.3	And this week should not disappoint.
	...

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