Topic: The Disciplined Investor

Adam Curry introduces financial analyst Andrew Horowitz as the guest co-host for episode 1908 of No Agenda. Horowitz, known for the Disciplined Investor and DH Unplugged, tours the Fredericksburg studio and comments on the professional setup and green room amenities. The segment features an AI-generated musical tribute highlighting Horowitz's background in market analysis and balance sheets.

Producer Francis Sheehy sent a copy of the 1973 novel "The Camp of the Saints" by Jean Raspail, which depicts a mass migration event into Europe. The donor noted the book's relevance to current events in Europe and requested classic Hillary Clinton soundbites, including "clippity-clop" and "don't laugh." The hosts discuss the origin of the "clippity-clop" nickname, which referred to the sound of Clinton's heels on hardwood floors.