TDI Podcast: Incompetent Idiots (#971)
May 3, 2026 - 1:09:30
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Swiss cheese agreements. Overspending by big tech – could that be their downfall? A rate cut in the dark and AI’s Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the mar...
TDI Podcast: Valuation Cliff (#945) is an episode from The Disciplined Investor by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI. Swiss cheese agreements. Overspending by big tech &#...
This episode belongs to The Disciplined Investor.
Use the player on this page to stream the episode online.
Published Nov 2, 2025, 1:04:32 long, audio available.
May 3, 2026 - 1:09:30
Apr 26, 2026 - 1:04:32
Apr 19, 2026 - 1:04:42
Apr 12, 2026 - 1:08:13
You can listen to TDI Podcast: Valuation Cliff (#945) online on Radio and Podcast. Open the player on this page to stream the available audio.
TDI Podcast: Valuation Cliff (#945) is an episode from The Disciplined Investor by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI.
This episode is 1:04:32 long.
This episode was published on Nov 2, 2025.
Apr 5, 2026 - 1:10:54
Mar 29, 2026 - 51:20
Mar 22, 2026 - 1:04:13
Mar 15, 2026 - 55:25