Shows
The Disciplined Investor PodcastTDI Podcast: Gerber on Ai, Tech and War (#963)War and Markets – Not a great mix
South Korea tumbles the most in history
Inflation risk is real again – the Fed’s quandary is real
Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has beco...
2026-03-081h 09The Disciplined InvestorTDI Podcast: Reality Bites (#962)Markets not thrilled with tech
Mortgage rates dip below 6%
Feb ends with a dud
Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher”
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on...
2026-03-0157 minThe Disciplined Investor PodcastTDI Podcast: Reality Bites (#962)Markets not thrilled with tech
Mortgage rates dip below 6%
Feb ends with a dud
Looking at the Fed’s next move with our guest – Danielle DiMartino Booth – the “Fed watcher”
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on...
2026-03-0157 minThe Disciplined Investor PodcastTDI Podcast: Commodity Carley (#961)Short week – but full of fun…
We have been dancing around the 50-day moving average.
A rant is about to happen – oh boy, strap in.
And what is going on with commodities?
A great time to bring on our guest – Carley Garner of DeCarley Trading.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commod...
2026-02-2255 minThe Disciplined Investor PodcastTDI Podcast: The Right Mix (#959)They are calling it Software-mageddon!
Digging into the precious metals.
Wake up Diversification fans – we have something for you…
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: (CRM), (QQQ), (NVDA), (GLD), (SLV)
2026-02-0852 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: At the Crossroads | Coal, Capital and Energy Equity in AfricaAs global energy priorities shift, coal is re-entering the conversation in Africa - raising complex questions around investment, sustainability and energy equity. In this episode, we discuss whether renewed coal investment is real, what ‘clean coal’ means in practice, and how coal may fit within Just Energy Transition commitments.Speakers include:Assheton Stewart Carter I Executive Chair and Founder at TDi SustainabilityPaul Baruya | Director of Strategy and Sustainability at FutureCoalSince joining FutureCoal in 2022, Paul has led work on the role of advanced coal technologies in a carbon-neutral future and the...
2026-02-0839 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: Beyond the Mine Site | Infrastructure, Corridors, and Regional DevelopmentIn this episode, we explore how large-scale mining projects can be designed as engines of economic development. Our speakers discuss mining infrastructure at a landscape-scale, the role of mineral corridors, infrastructure-led industrialisation, and the mindset shifts needed from investors, governments and companies to deliver long-term inclusive impact and shared prosperity.Speakers include:Assheton Stewart Carter I Executive Chair and Founder at TDi SustainabilitySafiatou Diallo | General Manager - Regional Economic Development & Strategy at Rio Tinto GuineaSafiatou Diallo leads Rio Tinto’s regional economic development and strategy for the Simandou Project in...
2026-02-0829 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: Communities, Co-ownership and Inclusion | Rethinking Inclusion in African MiningMarie-Chantal Kaninda joined Glencore DRC six years ago as Executive Director and Head of Corporate Affairs. Since July 2022, she has chaired the Board of Directors of Kamoto Copper Company (KCC), and since January 2023, she has held the position of President of Glencore DRC.She has more than 25 years of experience in the mining industry, acquired in large international groups such as Ashanti Goldfields, AngloGold Ashanti, De Beers Group — where she managed administration, communication, external affairs in Central Africa as well as community relations in Africa - and Rio Tinto, as Director of External Relations for Africa....
2026-02-0730 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: Africa at a Crossroads I Resource Curse or Strategic Power?Africa's current geopolitical landscape is shaping opportunities and risks for the continent. In this podcast, we explore how global competition, governance, and policy choices could influence Africa’s ability to capture long-term value from its critical mineral wealth. Speakers include:Assheton Stewart Carter I Executive Chair and Founder at TDi SustainabilityIsabelle Ramdoo I Director of the IISD-hosted Secretariat of the Intergovernmental Forum on Mining, Minerals, Metals and Sustainable Development (IGF)This episode is part of the TDi Sustainability special series of podcasts produced for the Mining Indaba event that...
2026-02-0530 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: Community Voices | What Partnership Really Means for Mining CommunitiesThis is the second of three Community Voices podcasts, as part of the Mining Indaba 2026 special podcast series. This episode explores the realities for local communities of mining’s expansion in the Hwange region of Zimbabwe. This is a conversation about evidence, accountability and why and how ‘stronger together’ can and must include community voices.Speakers include:Assheton Stewart Carter I Executive Chair and Founder at TDi SustainabilityNkosi Sibanda I Regional Lead, Human Rights Measurement Initiative,Community mobiliser and activistNkosi is the Regional Lead at the...
2026-02-0438 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: Community Voices I The Invisible Minerals Powering Africa’s GrowthThis is the second of our three Community Voices podcasts, as part of the Mining Indaba 2026 special podcast series. In this episode, we speak to Dr Matondo Estrela Garcia Cardoso, one of the winners of this year’s Community Voices competition, run by The Impact Facility and the Mining Indaba organisers. Development minerals like sand, clay and limestone underpin local economies across Africa, yet communities are often excluded from decisions that shape their lives.This episode explores how trust, digitalisation and partnerships can turn mining into a driver of inclusive growth.Speakers include:
2026-02-0334 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: Community Voices | Rewriting Malawi’s Gemstone StoryThis is the first of three Community Voices podcasts, as part of the Mining Indaba 2026 special podcast series. This podcast focusses on Yamikani Jimusole - a Malawian miner, gemologist, entrepreneur and visionary leader. Yamikani is one of the winners of this year’s Community Voices competition, run by The Impact Facility and the Mining Indaba organisers. A gemologist by training, Yamikani has identified more than 25 gemstone varieties across Malawi, including rubies, sapphires, grandidierite, Spinel , tourmaline, zircon and aquamarine. His company, Yami Gemstone Lab & Exports (YAGLE) was established in 2018, with ethical sourcing, beneficiation, and transparent trade of M...
2026-01-3033 min
Suits and Boots | The Sustainable Business PodcastMining Indaba: Circularity and Regenerative Thinking | Transformative Force or Incremental Fix?This podcast discusses a deceptively simple question: "Is circularity really part of the solution for meeting the demand for critical materials, or is it just one piece of a much bigger puzzle?"Silver bullet, or silver buckshot? Using cobalt as a case study, this podcast explores how circular approaches could reshape supply security, value chains and the role of mining itself. The discussion unpacks what’s possible, what’s missing, and what needs to change next.Speakers include:Assheton Stewart Carter | Executive Chair & Founder, TDi SustainabilitySusannah McLare...
2026-01-2630 minThe Disciplined InvestorTDI Podcast: Bourbon Ta$ting (#957)Greenland babble sinks and then boosts markets.
Natural Gas prices skyrocket.
Small Caps continue to lead markets.
Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his pas...
2026-01-251h 02The Disciplined Investor PodcastTDI Podcast: Bourbon Ta$ting (#957)Greenland babble sinks and then boosts markets.
Natural Gas prices skyrocket.
Small Caps continue to lead markets.
Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his pas...
2026-01-251h 02
Suits and Boots | The Sustainable Business PodcastMining Indaba: The Capital Shift | Examining Mining’s Alternative Funding SourcesThis podcast discusses the shifting sources of capital surrounding mining, considers ESG risk and responsibility in terms of mining finance and looks forward to discuss what financing innovations - whether structures, partnerships or instruments - are most promising in delivering both speed and responsibility.Speakers include:Assheton Stewart Carter | Executive Chair & Founder, TDi SustainabilityHeidi Sternberg | Mining Investment Specialist, Public Investment CorporationThis episode is part of the TDi Sustainability special series of podcasts produced for the Mining Indaba event that will take place in Cape Town between 9th – 12th February 2026. Fi...
2026-01-2124 minThe Disciplined InvestorTDI Podcast: Private Equity Insights (#956)Greenland, Iran and Mexico – OH MY
Earnings season – yes it is here !
Markets re on fire – all systems go – Get your gold and silver too!
And out guest – Benjamin Kahle – Managing Partner of Wellings Capital.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company’s investment strate...
2026-01-181h 05The Disciplined Investor PodcastTDI Podcast: Private Equity Insights (#956)Greenland, Iran and Mexico – OH MY
Earnings season – yes it is here !
Markets re on fire – all systems go – Get your gold and silver too!
And out guest – Benjamin Kahle – Managing Partner of Wellings Capital.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company’s investment strate...
2026-01-181h 05The Disciplined InvestorTDI Podcast: Prospective Perspective (#954)Prospective Perspective – we are looking ahead by looking back.
A new year – what may drive returns into 2026.
So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPY), (RTX), (NOC), (SHLD), (GLD)
2026-01-041h 02The Disciplined Investor PodcastTDI Podcast: Prospective Perspective (#954)Prospective Perspective – we are looking ahead by looking back.
A new year – what may drive returns into 2026.
So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.
Learn More at http://www.ibkr.com/funds
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/
Stocks mentioned in this episode: (SPY), (RTX), (NOC), (SHLD), (GLD)
2026-01-041h 02The Disciplined Investor PodcastTD Podcast: Predictive Markets (#950)Quick flip and pivot – Fed in focus.
Stagflation alert – inflation remains sticky.
Unemployment – ADP show massive losses in one category.
Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Andrew Wilkinson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joine...
2025-12-0750 minThe Disciplined Investor PodcastTDI Podcast: Hidden Boosts (#949)Tax Relief Boosts Corporate Earnings
S&P 500 Financial Performance Analysis
Share Buybacks and Market Indices
Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices
NEW! Download the AI Generated Show Notes (Guest Segment)
Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the worl...
2025-11-3050 min
Suits and Boots | The Sustainable Business PodcastMining the Gap | Securing Resources for the High-Tech EconomyThis episode discusses the crucial role of mining in supporting high-growth industries such as defence, electric vehicles (EVs), and artificial intelligence (AI). The speakers examine the essential mineral requirements for these industries and the supply chain vulnerabilities and challenges associated with meeting surging global demand.Speakers include:Amanda van Dyke | Founder | Critical Minerals HubRasmus Tammia | Programme Manager - AI in Mining | BolidenJoséphine Quioc | Senior Sustainability Consultant - TDi Sustainability (Host)This episode is part of the TDi Sustainability special series of podcasts produced in ad...
2025-11-2838 min
Suits and Boots | The Sustainable Business PodcastDriving the Transition: The Critical Minerals Set to Shape the Next DecadeThis episode explores how critical minerals are reshaping global supply chains. The discussion unpacks copper’s “critical” status, midstream bottlenecks, and the push for cleaner, more resilient production. From AI-driven exploration to circularity limits and permitting challenges, the speakers examine what it will take to secure responsible, transparent supply for the energy transition—and why collaboration across value chains will define the decade ahead.Speakers include:Assheton Stewart Carter | Executive Chair & Founder, TDi SustainabilityJuan Igancio Diaz | President and CEO | International Copper Association (ICA)Erez Ichilov | Founder and Manager...
2025-11-2741 min
Suits and Boots | The Sustainable Business PodcastRock Solid Returns | Financing the Future of MiningThis podcast covers the challenges of financing mining projects and accelerating development timelines by attracting capital. The speakers discuss navigating regulatory hurdles, and using innovative financing strategies to bring projects to fruition more efficiently.Speakers include:Sylvain Eckert | Partner - Infravia Capital PartnersAssheton Stewart Carter | Executive Chair & Founder, TDi SustainabilityThis episode is part of the TDi Sustainability special series of podcasts produced in advance of the 2025 Resourcing Tomorrow event that will take place in London between 2-4 December. Find out more about the event>
2025-11-2739 min
Suits and Boots | The Sustainable Business PodcastCritical Minerals at the Crossroads of GeopoliticsThis episode explores how geopolitics is reshaping the landscape for critical minerals and the mining sector. The discussion highlights how export controls, tariffs, and investment policies are redefining access to key resources such as copper, lithium, and rare earths—and why these minerals are now viewed as strategic assets. The speakers examine differing approaches in the United States and European Union, the role of partnerships and offtake agreements in building secure supply chains, and how ESG, transparency, and standards are becoming central to responsible production and long-term resilience.Speakers include:The Hon Geoffrey Pya...
2025-11-1942 minThe Disciplined Investor PodcastTDI Podcast: R2D2 – The Truth About AI (#947)The Government is back open – is that a good thing?
October’s economic data may be lost forever.
Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in trad...
2025-11-161h 16
Suits and Boots | The Sustainable Business PodcastMining the Future | Sustainability and Circularity beyond ESGThis episode goes beyond traditional ESG considerations to explore the evolving field of the circular economy and sustainability in mining. From recycling technologies to waste management solutions, mining companies are adopting circular economy principles to minimise environmental footprints and drive long-term sustainability. The speakers explore innovative ways to reduce waste, maximise resource efficiency, and create value from mining by-products. Speakers on this episode:Filipe Guimaraes | Head of Mining R&D - ArcelorMittalDr Mathias Schluep | Managing Director - The World Resources ForumJoséphine Quioc | Senior Sustainability Consultant ...
2025-11-1037 min
Suits and Boots | The Sustainable Business PodcastCMIF: Banking on Change - How Transition Finance is Redefining MiningIn this episode, we unpack what “transition finance” means in practice—moving beyond mere labels to the hard levers of industrial decarbonisation. The discussion dives into financing pathways for steel and mining: electrified and biofuel haul fleets, trolley-assist, renewable Purchase Power Agreements, and designing new projects for net zero from day one (not retrofitting later). We explore how credible ESG performance links directly to investor confidence and permitting, why showing “what good looks like” on site can reset perceptions of modern mining, and where circularity and recycling may scale next. The talent challenge also takes centre stage—how automatio...
2025-11-0636 min
Suits and Boots | The Sustainable Business PodcastCMIF: Artisanal Mining in the New Minerals EraThe rush for critical minerals increasingly requires sourcing from artisanal and small-scale mining, raising concerns about potential human rights abuses, land degradation and conflict, yet at the same time offering potential opportunities for economic growth, employment and vital contributions to supply chains if properly regulated. In this podcast, our speakers explore what the new minerals era means for ASM, taking a pragmatic look at formalisation of the sector, drawing on examples from the DRC. They examine how stakeholders at all stages of the critical mineral supply chain can and should navigate the intersection of high mineral dependency, g...
2025-10-2936 minThe Disciplined Investor PodcastTDI Podcast: DiMartino Booth Says What?(#944)It’s time to tend to tend to the garden – a little maintenance for the portfolio
October does what it usually does
Targets raised, analysts are trying to keep up – even if earnings miss
And our guest – Danielle DiMartino Booth – the “Fed watcher”
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of i...
2025-10-2659 min
Suits and Boots | The Sustainable Business PodcastBoots or Bots? Building the Mining Workforce of the FutureAcross the globe, the mining sector is undergoing a transformation. Rapid technological change, automation, and digitisation are reshaping the very nature of mining work — creating new roles, requiring new skills, and shifting the dynamics of traditional operations. At the same time, the industry faces increasing pressure to attract and retain talent in a highly competitive global labour market. These requirements sit alongside, and are shaped by, the growing need to ensure that mining is not only innovative and productive, but also inclusive and sustainable — with diverse teams, equitable opportunities, and strong leadership cultures that foster continuous learning and development. So...
2025-10-0841 minThe Disciplined InvestorTDI Podcast: Decoupling Stability (#941)October – will history repeat?
New tariffs announced – again.
Thinking about 401k plans – innovation or exploitation?
And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.
A leading expert on the internation...
2025-10-0553 minThe Disciplined Investor PodcastTDI Podcast: Decoupling Stability (#941)October – will history repeat?
New tariffs announced – again.
Thinking about 401k plans – innovation or exploitation?
And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.
A leading expert on the internation...
2025-10-0553 minThe Disciplined InvestorTDI Podcast: Traders’ Campus (#940)Stocks take a breather after a huge run.
Economist talking out of both sides of their mouths.
Circular finance and vendor financing – all the rage.
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joined IBKR to create market...
2025-09-2857 minThe Disciplined Investor PodcastTDI Podcast: Traders’ Campus (#940)Stocks take a breather after a huge run.
Economist talking out of both sides of their mouths.
Circular finance and vendor financing – all the rage.
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joined IBKR to create market...
2025-09-2857 min
Suits and Boots | The Sustainable Business PodcastFrom Earth to Orbit | Exploring the Tech Transforming MiningTechnological innovations including advancements in AI, automation and data analytics are irreversibly changing the mining sector. In this special edition episode in advance of the Resourcing Tomorrow event in London this December, our speakers discuss the technological applications that are revolutionising exploration, resource extraction, processing and mine management to enhance efficiency, safety and sustainability across the value chain. The speakers are:Dr Craig Brown - Director of Investment at the UK Space AgencyMark O’Brien, General Manager - Digital Technology and Innovation at CITIC Pacific MiningAssheton Stewart Carter (host) ...
2025-09-1847 min
EndpointsYour Story, Our Science: Her ALS Story and ALS TDI Bring Together Science and Lived ExperienceNobody knows ALS better than people living with the disease. Therefore, it’s crucial for scientists to utilize the perspectives of people with lived experience in their research. Earlier this year, ALS TDI joined with Her ALS Story—a group of women diagnosed with ALS before the age of 35—to put on a series of Town Hall webinars that highlighted the importance of this connection. The three-part series featured discussions about ALS risk factors, lesser-known symptoms, and stories of diagnosis. In each session, researchers from ALS TDI’s ALS Research Collaborative, or ARC Study, presented information about our curren...
2025-09-0536 min