{"id":57109,"date":"2026-08-16T15:30:37","date_gmt":"2026-08-16T19:30:37","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=57109"},"modified":"2026-08-15T12:42:29","modified_gmt":"2026-08-15T16:42:29","slug":"tdi-podcast-geoeconomics-with-das-986","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2026\/08\/16\/tdi-podcast-geoeconomics-with-das-986\/","title":{"rendered":"TDI Podcast: GeoEconomics with Das (#986)"},"content":{"rendered":"<p>NUA \u2013 Never pay tax on Company stock in your 401k \u2013 let\u2019s dive in.<\/p>\n<p>Kinetic to Economic \u2013 all the war time buzzwords.<\/p>\n<p>Are Massive Sovereign Debtloads choking future growth?<\/p>\n<p>We get to that with our Guest \u2013 listener fav Satyajit Das.<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\" alt=\"TDI Podcast on Apple Podcasts\" width=\"300\" height=\"100\" 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\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong><em>NEW!<\/em> <\/strong><\/span><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2026\/08\/TDI-Notes-and-Summary-986.pdf\"><em><strong>DOWNLOAD THIS EPISODE\u2019S AI GENERATED SHOW NOTES (Guest <\/strong><\/em><em><strong>Segment<\/strong><\/em><em><strong>)<\/strong><\/em><\/a><\/p>\n<p><!--more--><\/p>\n<hr \/>\n<p><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/10\/sdas-4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-55941\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/10\/sdas-4-199x300.jpg\" alt=\"\" width=\"124\" height=\"187\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/10\/sdas-4-199x300.jpg 199w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2023\/10\/sdas-4.jpg 400w\" sizes=\"auto, (max-width: 124px) 100vw, 124px\" \/><\/a>Satyajit Das is an internationally respected expert in finance, with over 37 years\u2019 experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt), and the increasing problems of China and emerging economies. In 2014 Bloomberg nominated him as one of the fifty most influential financial thinkers in the world.<\/p>\n<p>Das is the author of a number of key reference works on derivatives and risk management. Das is the author of two international bestsellers, Traders, Guns &amp; Money (2006) and Extreme Money (2011). His latest book is A Banquet of Consequences: Have We Consumed Our Own Future? (2015 &amp; 2021)<\/p>\n<p>He was featured in Charles Ferguson\u2019s 2010 Oscar-winning documentary Inside Job, the 2012 PBS Frontline series Money, Power &amp; Wall Street, the 2009 BBC TV documentary Tricks with Risk, and the 2015 German film Who\u2019s Saving Whom. His writing appears in Financial Times, Nikkei Asia review and Marketwatch<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\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;\"><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>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: (GLD), (SLV), (SPY)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8562\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode986.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8562','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode986.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_episode986.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=57109-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode986.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode986.mp3\">Download<\/a> (Duration: 1:00:31 &#8212; 55.7MB)<\/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>NUA \u2013 Never pay tax on Company stock in your 401k \u2013 let\u2019s dive in. Kinetic to Economic \u2013 all the war time buzzwords. Are Massive Sovereign Debtloads choking future growth? We get to that with our Guest \u2013 listener fav Satyajit Das. NEW! DOWNLOAD THIS EPISODE\u2019S AI GENERATED SHOW NOTES (Guest Segment)<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8563\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode986.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8563','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode986.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_episode986.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=57109-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode986.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode986.mp3\">Download<\/a> (Duration: 1:00:31 &#8212; 55.7MB)<\/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":56266,"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":[482,297],"class_list":["post-57109","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts","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\/57109","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=57109"}],"version-history":[{"count":3,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/57109\/revisions"}],"predecessor-version":[{"id":57113,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/57109\/revisions\/57113"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/56266"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=57109"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=57109"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=57109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}