{"id":56717,"date":"2025-08-24T15:30:17","date_gmt":"2025-08-24T19:30:17","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=56717"},"modified":"2025-08-28T11:18:14","modified_gmt":"2025-08-28T15:18:14","slug":"tdi-podcast-the-digestion-phase-935","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2025\/08\/24\/tdi-podcast-the-digestion-phase-935\/","title":{"rendered":"TDI Podcast: The Digestion Phase (#935)"},"content":{"rendered":"<p>Big shoes to fill at the Fed.<\/p>\n<p>Taking pruning sheers to the MoMo names.<\/p>\n<p>Is that it for the year? Digestion phase is upon us.<\/p>\n<p>Noland Langford, founder of Left Brain Research is our guest this week. Let&#8217;s talk fundamentals!<\/p>\n<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-54929 size-medium\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-300x100.png\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-300x100.png 300w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts-610x204.png 610w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2021\/10\/ApplePodcasts.png 677w\" alt=\"TDI Podcast on Apple Podcasts\" width=\"300\" height=\"100\" \/><\/a><\/p>\n<p><span style=\"color: #ff0000;\"><strong><em>NEW!<\/em> <\/strong><\/span><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2025\/08\/TDI-Notes-and-Summary-935.pdf\"><strong><em>DOWNLOAD THE AI GENERATED SHOW NOTES<\/em> (Guest Segment)<\/strong><\/a><\/p>\n<p><!--more--><\/p>\n<hr \/>\n<p><a href=\"https:\/\/www.leftbrainir.com\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-53656\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/01\/Noland1-250x300.jpg\" alt=\"\" width=\"158\" height=\"190\" \/><\/a>Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch his own RIA firm, <strong><a href=\"https:\/\/www.leftbrainir.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Left Brain Wealth Management, LLC<\/a><\/strong> in 2014. Once the RIA firm was established, Noland progressed to his ultimate goal of launching his own hedge fund vehicle, Left Brain Capital Appreciation Fund, L.P. which was launched in January 2016.<\/p>\n<p>Noland is passionate about the markets and spends most of his waking hours dedicated to investment research and portfolio management. Noland received his MBA from the University of Chicago Booth School of Business and is a Certified Financial Planner licensee.<\/p>\n<p>In his spare time, Noland is an avid reader and enjoys working out and traveling. Noland splits his time between the Chicago and Miami offices.<\/p>\n<p style=\"text-align: center;\">Check out <strong><a href=\"https:\/\/www.leftbrainir.com\/\">Left Brain Investment Research<\/a><\/strong><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-size=\"large\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><script async src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Check this out and find out more at: <a href=\"https:\/\/www.interactivebrokers.com\/\">http:\/\/www.interactivebrokers.com\/<\/a><\/strong><a href=\"https:\/\/www.interactivebrokers.com\/mkt\/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-54327\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2020\/12\/InteractiveBrokers_logo1-e1607262448146.jpg\" alt=\"Interactive Brokers - Why IB?\" width=\"393\" height=\"87\" \/><\/a><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Looking for style diversification?<\/strong> More information on the TDI Managed Growth Strategy &#8211; <strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/\">HERE<\/a><\/strong><\/p>\n<hr \/>\n<p style=\"text-align: center;\">Stocks mentioned in this episode: (PLTR), (AMD), (NVDA)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_4026\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('4026','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=56717-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode935.mp3\">Download<\/a> (Duration: 59:32 &#8212; 54.8MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let&#8217;s talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_4027\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('4027','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=56717-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode935.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode935.mp3\">Download<\/a> (Duration: 59:32 &#8212; 54.8MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":56729,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9,296],"tags":[118,297],"class_list":["post-56717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcast","tag-show-notes","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/56717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=56717"}],"version-history":[{"count":5,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/56717\/revisions"}],"predecessor-version":[{"id":56735,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/56717\/revisions\/56735"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/56729"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=56717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=56717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=56717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}