TDI Podcast: The Next Phase (#973)

TDI Podcast: The Next Phase (#973)

From The Disciplined Investor by Andrew Horowitz - Host

May 17, 2026 · 1h 4m · Episode 973

About this episode

The episode discusses inflation, China meetings, Universal Basic Income, and features guest Ed Easterling from Crestmont Research.

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…

People in this episode

Host: Andrew Horowitz

Guest: Ed Easterling

Topics covered

  • inflation
  • China meetings
  • Universal Basic Income
  • investment management
  • financial markets

Keywords

  • inflation
  • China
  • Universal Basic Income
  • Ed Easterling
  • Crestmont Research
  • investment management
  • financial markets

Mentioned in this episode

Organizations: Crestmont Research, Crestmont Holdings, Southern Methodist University

Products: Probable Outcomes: Secular Stock Market Insights, Unexpected Returns: Understanding Secular Stock Market Cycles, Bull‘s Eye Investing, Just One Thing, AI GENERATED SHOW NOTES, META, CAT, IONQ, SLV, BND

Places: Oregon, Dallas

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