Best Tdi Podcasts (2026)

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TDI Podcast: Prospective Perspective (#954) 1:02:36

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2h ago1:02:36

1:02:36

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 diversificatio…

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#74 | Investing Lessons from Analyzing 34 Companies | Deep Dives 2025 Recap | Part 3 19:46

5d ago19:46

19:46

One year. 34 companies. A handful of lessons every investor should internalize. This episode extracts the recurring themes and investing lessons that surfaced across 2025. Wishing you a healthy and successful 2026. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a…

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TDI Podcast: Wizardly Discipline (#953) 1:00:18

8d ago1:00:18

1:00:18

Being disciplined pays off. Markets finishing in a good place – ready for 2026. Fun times ahead with a January warning. Inspired by Market Wizards with our guest, the renowned Jack Schwager. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Mr. Schwager is a recognized industry expert in futures and hedge funds and the author of …

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#73 | What 1600 hours of Deep Dives in 2025 taught us | Investing Lessons | Part 2 21:43

1d ago21:43

21:43

In Part 2 of our 2025 recap, we dig deeper into the invisible mechanics that separate good businesses from great investments. We explore why so-called 'safe' strategies can sometimes be the riskiest moves of all, how the psychology of the ultra-wealthy defies economic rules, and why the most powerful moats are often found in the unsexiest industrie…

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#72 | Cellebrite Deep Dive | Unlocking the truth in digital investigations w/ Heavy Moat Investments 53:58

3d ago53:58

53:58

Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that helps law enforcement agencies worldwide access data from locked mobile devices. I’m joined by Niklas from Heavy Moat Investments for a thorough deep dive into this unique SaaS company. We trace Celle…

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#71 | Investing Lessons from 34 Stock Deep Dives | What 1600 hours of research taught us | 2025 Recap | Part 1 20:00

8d ago20:00

20:00

Since starting The Dutch Investors, we’ve completed over 70 deep dives. But 2025 was different. We spent 1,600 hours analyzing 34 specific companies to refine our investing universe. In this series, we are sharing the output of that massive project. In Part 1 of this special 3-part series, we are opening up our research notes to share the biggest l…

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#113, Ben and Jiri discuss Diving computers, and why they are.... 1:02:05

3d ago1:02:05

1:02:05

Send us a text In this episode, ben has a fellow instructor on the show Jiri Pokorny. https://utdscubadiving.com/member/jiri-pokorny/ They talk all things dive computer, The why, the why not, transmitters, algorithms, and much more. I hope you enjoy. Also check out our youtube channel: https://www.youtube.com/c/UnifiedTeamDiving…

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Boost Your Scuba Video: Pro Lighting Tips from Keldan + Ultralight (DEMA Show) 10:48

4d ago10:48

10:48

Join me on the show floor at DEMA for two rapid-fire interviews on underwater lighting for videography. We talk beam quality, color accuracy, CRI/TLCI, wide vs. spot beams, diffusion, battery management, burn times, mounting, and how to build a travel-friendly rig that still looks cinematic. First up is Keldan on color science, filters, and matchin…

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TDI Podcast: Live and Let Live (#952) 1:06:17

7d ago1:06:17

1:06:17

The walls are coming down – the house of cards exposed. We have economic data – late but we got it. And that concludes the last full week of trading for 2025! And our guest – Robbie Miles, CEO of Live and Let Live NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Robbie Miles is the CEO of Live and Let Live – Live and Let Live is…

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#70 | Thoughts on Nintendo | The Switch 2, Pokémon & the Power of IP w/ Secret Sauce Investing 56:25

11d ago56:25

56:25

Follow Secret Sauce Investing on Substack Nintendo is one of those companies everyone knows. In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint. This is a deep dive for anyone who grew up with Nintend…

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#69 | The Rise of China | Interview w/ John Lin 1:26:02

7d ago1:26:02

1:26:02

Due to problems with the RSS feed, this episode was re-uploaded. Follow John Lin on LinkedIn In this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He discusses his background in innovation sciences and his journey in the e-commerce industry, highlighting the differences between Chines…

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#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1 18:03

7d ago18:03

18:03

Due to issues with the RSS feed, we re-uploaded our episode. In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one question: what still holds true, no matter how much the world changes? Instead of guessing what comes next, this episode looks at human behavior, risk, and decision-making through a longer lens. …

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Bahamas Scuba Therapy for PTSD at Dean's Blue Hole 9:48

9d ago9:48

9:48

In this special episode, host Joe Cocozza sits down with veteran cave explorer and former Navy diver Brian Kakuk to talk about a remarkable PTSD program based at Dean's Blue Hole on Long Island in the Bahamas. The nonprofit, founded by Brian's friend Kevin James, is called PTSD – Progress Through Scuba Diving, and it uses guided scuba dives as a po…

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TDI Podcast: The Physics of Finance (#951) 59:49

11d ago59:49

59:49

The Fed cuts and keeps markets guessing. Silver hits a record – up 100% this year. Looking at frameworks and fake transparency. 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-ba…

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TD Podcast: Predictive Markets (#950) 50:23

23d ago50:23

50:23

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,…

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SS United States: DEMA Presentation by Alex Fogg 38:29

24d ago38:29

38:29

Episode 234 of PDR 3.0: POD DIVER RADIO, host Joe Cocozza takes you to the show floor at DEMA in Orlando for a live presentation by Alex Fogg, Chief of the Okaloosa County Natural Resources team. Alex walks us through how Destin–Fort Walton Beach, Florida has turned decommissioned vessels into a world-class artificial reef program—and why their new…

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TDI Podcast: Hidden Boosts (#949) 50:00

25d ago50:00

50:00

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 …

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Mining the Gap | Securing Resources for the High-Tech Economy 38:41

1M ago38:41

38:41

This 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 in…

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Driving the Transition: The Critical Minerals Set to Shape the Next Decade 41:02

1M ago41:02

41:02

This 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, trans…

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#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction 7:51

28d ago7:51

7:51

Imagine inventing something that changes the world, and no one notices. A story of failure, patience, and conviction. This episode unpacks one of history’s greatest breakthroughs, and what it reveals about success, timing, and the way progress happens. Sometimes, the biggest revolutions begin in complete silence. Support the show You can also find …

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Rock Solid Returns | Financing the Future of Mining 39:42

1M ago39:42

39:42

This 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 Partners Assheton St…

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TDI Podcast: Bearish Revelations (#948) 56:47

1M ago56:47

56:47

We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. His first stock trade was, in fact…

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Eurometaux: Charging Ahead | Circular Policy Pathways for Europe’s Energy Transition 39:58

2M ago39:58

39:58

The conversation focuses on how to accelerate the clean energy transition from a policy perspective and promote a circular economy in Europe — with particular attention to key challenges and strategies. Speakers on this episode: James Watson | Director General - Eurometaux Assheton Stewart Carter | Executive Chair & Founder - TDi Sustainability…

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#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1 21:44

1M ago21:44

21:44

In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit some of their timeless principles and dive into what value investing really means, straight from their own words. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The…

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Critical Minerals at the Crossroads of Geopolitics 42:37

1M ago42:37

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This 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 …

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TDI Podcast: R2D2 – The Truth About AI (#947) 1:16:10

2M ago1:16:10

1:16:10

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…

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#112, Ben talks to Arne Sieber on Solid State O2 cell at DEMA 2025 17:44

1M ago17:44

17:44

Send us a text In this episode, Ben talks to Arne Sieber on Oxygen Cells, specifically Solid State Oxygen cells or more accurately, Optical Oxygen Analyzing Cells. This is interesting, cutting-edge stuff for the scuba and CCR nerds amongst us. Have fun. Also check out our youtube channel: https://www.youtube.com/c/UnifiedTeamDiving…

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#65 | Liquor, Ladies & Leverage | The three L’s that ruin great men 13:48

2M ago13:48

13:48

It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substac…

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Mining the Future | Sustainability and Circularity beyond ESG 37:57

2M ago37:57

37:57

This 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…

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TDI Podcast: The Emperor’s Clothes Again (#946) 56:23

2M ago56:23

56:23

The Emperor New Clothes – looks familiar. A closer look at valuations Tariffs under fire – Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Manuel Blay is the editor of TheDowTheory.com, a top-ran…

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#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2 23:06

2M ago23:06

23:06

In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most investors overlook: Waymo, Other Bets, and valuation. We break down whether autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just sea…

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CMIF: Banking on Change - How Transition Finance is Redefining Mining 36:13

2M ago36:13

36:13

In 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 d…

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#63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing 1:06:43

2M ago1:06:43

1:06:43

Google helped spark the modern AI revolution. Yet today, many believe it’s been overtaken by younger, scrappier rivals. How did the original AI pioneer end up playing defense? We explore what Google really has under the hood and whether its position is misunderstood, or genuinely in danger. Follow Secret Sauce Investing Support the show You can als…

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TDI Podcast: Valuation Cliff (#945) 1:04:32

2M ago1:04:32

1:04:32

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 markets, including where to actually find bargains. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz V…

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#62 | Interview w/ Nedap CEO Ruben Wegman | The end of an era 42:49

2M ago42:49

42:49

After 16 years leading Nedap, CEO Ruben Wegman is preparing to step aside out of necessity. Diagnosed with Parkinson’s disease in 2018, Ruben has decided it’s time to hand over the reins of one of the Netherlands’ most respected technology companies. In this conversation, Ruben reflects on his journey, from joining Nedap in the 1990s to transformin…

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CMIF: Artisanal Mining in the New Minerals Era 36:41

2M ago36:41

36:41

The 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 podcas…

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TDI Podcast: DiMartino Booth Says What?(#944) 59:45

2M ago59:45

59:45

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 Intellig…