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The Disciplined Investor

TDI Podcast: The Investor’s Dilemma (#880)

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

4.4705 Ratings

🗓️ 4 August 2024

⏱️ 54 minutes

🧾️ Download transcript

Summary

Balancing risks and returns Gold - a good investment? Real Estate as an investment Setting up for success - with Guest Dr. Roger Silk. Roger D. Silk, Ph.D. is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. Dr. Silk has more than three decades of experience working with and advising wealthy clients, high net worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities and planning tools. Dr. Silk is the author of several books, including Managing Foundations and Charitable Trusts, Creating a Private Foundation, and Politicians Spend, We Pay. He has published dozens of articles that have appeared in periodicals such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. He has spoken to audiences around the country on the types and uses of charitable entities, and he frequently conducts educational seminars for financial professionals focusing on integrating the full suite of charitable entities into the financial planning process     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: (NVDA), (SPY)

Transcript

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0:00.0

This episode is sponsored by Interactive Brokers. And here's something for you. Are you ready?

0:07.2

I mean, are you ready to put your predictions to the test? With Interactive Brokers forecast trailer,

0:12.3

you can trade your views on key economic and even climate indicators. Simply answer yes or no.

0:18.7

For example, will the change in the U.S. consumer price index exceed 2.6%?

0:23.6

Or will the average U.S. temperature in 2024 be greater than 54 degrees? If you agree, buy a yes

0:30.4

contract. If you don't, buy a no. It's that easy. Contracts cost 2 to 99 cents. Correct positions and predictions earn $1 at settlement

0:40.8

and incorrect one settle at zero. Forecast contracts are commissioned free plus earn 4.83% API

0:49.2

on your investment with an incentive coupon. Visit iBKR.com slash forecast and make your predictions today.

0:58.7

Interactive brokers is a member of SIPC.

1:03.4

The disciplined investor is all about you, your money, and the markets.

1:08.2

Sit back and get ready for this edition of the Discipline Investor podcast.

1:13.8

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

1:18.4

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

1:22.3

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

1:31.5

The Fed leaves rates unchanged.

1:34.9

No surprise there.

1:35.9

Boomerang markets closing the month on a hide note and earnings rolling in with good and bad news.

1:42.5

Our guest noted author and president of Lifetime, Dr. It's August.

2:11.6

What looked like a potential rolling over for markets was perhaps just a pause.

2:18.0

We talked about that last week on DHM plugged,

2:21.9

and we're going to talk about that a little bit today.

2:24.4

Interesting action.

...

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