TDI Podcast: The Next Phase (#973)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 17 May 2026
⏱️ 64 minutes
🧾️ Download transcript
Summary
Inflation sticky like old pine sap…
Another round of China meetings.
Universal Basic Income –hints and whispers.
And our guest – Ed Easterling, Founder and President of Crestmont Research
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations.
Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Returns: Understanding Secular Stock Market Cycles (Cypress House; 2005). In addition, he is contributing author to Just One Thing (John Wiley & Sons; 2005) and co-author of chapters in Bull‘s Eye Investing by John Mauldin. Mr. Easterling is a Senior Fellow and a Board Member at the Alternative Asset Management Center at SMU‘s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Mr. Easterling holds a BBA in business, a BA in psychology, and an MBA from Southern Methodist University.
Check this out and find out more at: http://www.interactivebrokers.com/
Stocks mentioned in this episode: (META), (CAT), (IONQ), (SLV), (BND)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers and world events unfold in real time. |
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| 0:39.2 | Learn more at IBKR.com slash predictions. |
| 0:46.2 | The disciplined investor is all about you, your money, and the markets. |
| 0:51.0 | Sit back and get ready for this edition of the Discipline Investor podcast. |
| 0:56.6 | This episode of The Discipline Investor is sponsored by Horowitz & Company. |
| 1:01.2 | If you're looking for a portfolio manager, look no further. |
| 1:05.2 | Horowitz & Company, from Seed Through Harvest, cultivating financial success. |
| 1:15.3 | Thank you. From seed through harvest, cultivating financial success. Inflation is as sticky as old pine sap. |
| 1:18.4 | Another round of China meetings happening. |
| 1:20.9 | We're not really figuring too much will happen there. |
| 1:24.2 | Universal basic income. |
| 1:25.9 | That's something hints and whispers about that is all over the place. |
| 1:29.4 | And a warm welcome back for this week's guest, Ed Easterling from Crestmont Research. |
| 1:34.4 | All this. |
| 1:35.4 | And much more on episode number 973 of the Disciplined Investor Podcast. |
| 1:40.4 | Thank you. Podcast. |
| 1:55.9 | And welcome to this episode of the Discipline Investor podcast. |
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