The Disciplined Investor Podcast

TDI Podcast: The Next Phase (#973)

The Disciplined Investor Podcast

Show Notes

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/

Follow @andrewhorowitz

Stocks mentioned in this episode: (META), (CAT), (IONQ), (SLV), (BND)

More from The Disciplined Investor Podcast

Oct 18, 2026

Rocky Road as inflation kick in hard.

Oct 11, 2026

Stocks have been hitting records while the bond market is throwing a fit.

Oct 4, 2026

Here we go – the start of the final 3 months of 2026.

Sep 27, 2026

Danger Will Robinson – Rates, Prices and Diesel…

Sep 20, 2026

The Debt Story Is Worse (and Better) than the Headlines.

See all episodes →