TDI Podcast: The Digestion Phase (#935)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 24 August 2025
⏱️ 60 minutes
🧾️ Download transcript
Summary
Big shoes to fill at the Fed.
Taking pruning sheers to the MoMo names.
Is that it for the year? Digestion phase is upon us.
Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)
Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, Left Brain Wealth Management, LLC in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.
Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.
In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.
Check out Left Brain Investment Research
Check this out and find out more at: http://www.interactivebrokers.com/
Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE
Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)
Transcript
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| 1:06.1 | The disciplined investor is all about you, your money, and the markets. Sit back and get ready for this edition of The Disciplined Investor is all about you, your money, and the markets. |
| 1:15.1 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:21.1 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:24.6 | If you're looking for a portfolio manager, look no further. |
| 1:30.1 | Horowitz & Company, from Seed through Harvest, cultivating financial success. |
| 1:37.9 | The high flyers get shot down. |
| 1:40.8 | The Fed seems to be a little bit conflicted. |
| 1:43.7 | And we have some discussions from Powell. |
| 1:48.3 | Our guest today is Noel Langford from Left Brain Research. |
| 1:49.7 | Lots to talk about there. |
| 2:23.5 | All this and much more on episode number 9 episode of the Disciplined Investor podcast all the way up to episode number 935. |
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