Podcasts by The Disciplined Investor
The Disciplined Investor Podcast
Further podcasts by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
Podcast on the topic Geldanlage
All episodes
TDI Podcast: Crosby on Liquid Happiness (#846) from 2023-12-10T20:00:55
Consumers and investors are in the holiday mood. Goldilocks may be in the houseThinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behaviora...
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TDI Podcast: More Gains to Come? (#845) from 2023-12-03T20:00:51
SHAZAAM! – A November to Remember! Powell tries to talk markets down – not happening.Yields and the USD collapse – good news for risk assets. And a look back at an amazing month ….Info Here. C...
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TDI Podcast: The Replay (#844) from 2023-11-26T20:42:12
Recap from the H&C Client Webinar. Q&A as well as a look back and look ahead. What's in Store for 2024?Client Webinar Recap What is Driving MarketsFederal Reserve Remains Restrictive Treasur...
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TDI Podcast: Flow with Curzio (#843) from 2023-11-19T20:48:22
Govy shutdown – but who cares anyway? Moody’s does – rating watch to negative.Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year.. Guest – Frank Curzio....
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TDI Podcast: Thrust and Trend Update (#842) from 2023-11-12T19:31:09
Rates Dip, Oil Dips, Stocks Hold Banks under pressure again – what is the problem now?Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Ma...
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TDI Podcast: An Investment Carol (#841) from 2023-11-05T20:26:03
How would you like a big inheritance in the future? An Investment Carol Climbing a wall of worry as Powell tweaks commentary.Earnings season – looks like going to be back to earnings growth – Say ...
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TDI Podcast: DiMartino’s Hail Mary (#840) from 2023-10-29T18:04:03
Only one sector up for the month – it will surprise you. GDP is what? Who says the economy is slowing?Margins and earnings – a look inside. And our guest this week - Danielle Dimartino Booth R...
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TDI Podcast: Ross Gerber Airs It Out (#839) from 2023-10-22T18:48:36
What exactly is AI and how is it transformational? Where are markets going and why does the Fed want the economy to break?Our guest, Ross Gerber is naming names in the AI and Tech space that he li...
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TDI Podcast: Funding Sustainable Bubbles (#838) from 2023-10-15T19:05:30
Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all. Conflict in the Middle East drives oil upHot CPI and PPI squash bonds. Sustainability and bubbles are ...
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TDI Podcast: False Certainties (#837) from 2023-10-08T19:17:18
The all important employment report and what happened after. Treasury Yields go parabolic as political upheaval and a new shutdown countdown starts.Guest, Dr. Richard Smith – AKA – The Doctor of U...
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TDI Podcast: Reputational Risk (#836) from 2023-10-01T19:32:22
Markets digesting impacts of a government shutdown Moody’s warns US about its credit rating.Stocks stick to the program – seasonal trends hold. Wondering – are strikes the new inflationary thorn?...
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TDI Podcast: Yentervention (#835) from 2023-09-24T18:33:31
Some old adages work – Sell Rosh Hashana – But what about Buying Yom Kippur? Market Sell-Off deepens as the Fed grows more hawkish.Some Buying opportunities emerging… Our guest – Chris Vecchio He...
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TDI Podcast: Energy Transitions (#834) from 2023-09-17T18:04:18
CPI Hot – PPI Hot – but markets shrug it off. ECB raised rates 0.25% in a semi-surprising move.Blackout period continues for the Fed ahead of next week’s rate meeting – what a relief. And our gue...
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TDI Podcast: Dow Theory and Trends (#833) from 2023-09-10T11:00:51
The squirmy squirrelly market continues – China finally figured it out – not prettyOil up, stocks down, dollar up, VIX down just around 13 – Complacency? And out Guest, Manual Blay – The Dow The...
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TDI Podcast: Cyber Trading U (#832) from 2023-09-03T18:16:16
Unemployment rate is up. Oil is Up. Stocks are Up!!Yields are up too! Guest- Fausto Pugliese - Cyber Trading UniversityFausto Pugliese was an original “SOES Bandit” day traders in the early 1990’...
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TDI Podcast: Bad IRA Advice (#831) from 2023-08-27T19:43:07
Squirrely market conditions continue – and its just getting started Deadline October 1st – Another political drama brewing...An inside look at terrible investing idea involving variable annuities....
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TDI Podcast: The Ozempic Economy (#830) from 2023-08-20T20:11:34
Market action is going from bad to worse. Wondering about inflation – yes inflation.Another government shutdown looms – what happens next? And our guest – Ed Easterling of Crestmont ResearchEd Ea...
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TDI Podcast: Silver Linings (#829) from 2023-08-13T18:04:28
48 hours in Nashville. Mega-Caps puke up some of the recent gains - then try for a little run.Potential for reflation – watch for that word… Not seeing and significant drop in CPI. Our Guest tod...
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TDI Podcast: Navigating Discipline (#828) from 2023-08-06T18:30:07
The USA debt rating is CUT! Most earnings are out and we have the results.Weekly oil inventories – largest draw-down EVER! Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk....
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TDI Podcast: Silent Barks (#827) from 2023-07-30T15:29:50
Bank of Japan spooks investors. DJIA breaks it winning streak - almost had the all-time record.News to use, valuations to value. Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA)David G...
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TDI Podcast: Tech Washing (#826) from 2023-07-23T18:48:31
The AI tech wash is getting old. Earnings in and so far, no surprises. One sell off day in a sea of buying.A recap of my discussion with Goldman Sachs. Check this out and find out more at: h...
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TDI Podcast: A High Bar (#825) from 2023-07-16T19:20:54
Its that time again – earnings season is upon us. Markets in a new bull run – getting a little frothy though...Inflation is Only 3% Now – but that is against the high watermark and our guest, Patr...
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TDI Podcast: ReZ-ILL-Yence (#824) from 2023-07-09T18:50:31
Rates spike to decade long highs. The employment reports provide mixed messages. Resilient – that is the name of the game - And a look back in order to look forward.Check this out and find out mo...
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TDI Podcast: Ignore It All (#823) from 2023-07-02T20:21:29
June is over – in the books – now the summer is finally here. Back to that question – Is this a new Bull market? We have some more info to discuss.NASDAQ 100 best 6 month start in decades! And th...
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TDI Podcast: Seasonality with Curzio (#822) from 2023-06-26T12:16:50
June coming to a close and what an interesting month it has been. Crypto coming under pressure – SEC is making moves.Inflation kicking up again around the world – wondering about US numbers. And ...
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TDI Podcast: Checkmate (#821) from 2023-06-18T18:41:44
A pause or a maybe skip is what the Fed has ordered. Coming in hawkish and market is spooked...for about 10 minutes.New highs driven by – you guessed it the Mega Caps. A question answered: Are we...
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TDI Podcast: SKIP, Recession, Pause (#820) from 2023-06-11T18:01:48
OPEC Cuts production – at least on country does. Still, oil drops. Odds still favor a fed SKIP – the new word on the street.A look at ROE and market performance during recessions. Check this...
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TDI Podcast: Foggy TARA (#819) from 2023-06-04T18:00:18
May Market Madness – Tech vs. everything else. Politicians create problems – just to fix them – My Heroes!Bifurcating markets – that is of interest. And out Guest – Tom Nelson, Lead Portfolio M...
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TDI Podcast: Really Local Banking (#818) from 2023-05-28T18:30:38
Memorial Day is here and we can smell the summer! Government creating problems – just to solve them?Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Co...
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TDI Podcast: Dunning Kruger Effect (#817) from 2023-05-21T18:00:06
Risk warehousing, Government paralysis and other interesting concepts from this week's guest, Dr. Richard Smith. How to mitigate self-defeating investment plans?AI and the potential for civilizati...
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TDI Podcast: Crisis of Confidence (#816) from 2023-05-14T18:00:38
Inflation CPI report as expected – markets – don’t know what to make of it. Banks still not getting any love - more shoes to drop.Debt ceiling talks going nowhere... This week's guest is Thoma Th...
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TDI Podcast: Revenge Investing (#815) from 2023-05-07T18:00:15
No Dead Fed – Hikes still on the table - although markets don't agree. A quick look back and ahead as banks are in trouble. It is getting a little silly...Our Guest, Howard Silverblatt – SP Global...
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TDI Podcast: The Cycle Is The Cycle (#814) from 2023-04-30T19:02:45
The banking Crisis is NOT over – no surprise here. Earnings for mega names coming in better than expected – stocks zooming.Sinkhole Alert issued – what does that even mean?And a conversation about...
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TDI Podcast: Tough Questions (#813) from 2023-04-23T20:00:15
420 – came and went – should we make it a national holiday! Taxes done? – in the mail and all finished - right?Markets are busy digesting earnings and my very interesting meeting with a Fed big ...
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TDI Podcast: Flood of Information (#812) from 2023-04-16T19:00:05
Inflation receding, like the floods in my neighborhood. Fed calls for a mild recession. Earnings season begins – banks...batter up!Guest – Frank Curzio – Curzio research and Wall Street Unplugged ...
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TDI Podcast: BackForward (#811) from 2023-04-09T19:12:55
Markets get skittish on economic slowdown concerns. Employment Report - inline and not much of a surprise.10-year Yield tumbles to lowest since Sept 2022 and helps precious metals break out. Let...
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TDI Podcast: Booth on Resiliency (#810) from 2023-04-02T19:12:40
Rate direction – bets are for cuts later this year! Ending the quarter on a more positive note - market happy nothing else is breaking.Nailing 1st place in the Chili Cook off - secret ingredient. ...
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TDI Podcast: Monopoly IRL (#809) from 2023-03-26T19:15:41
Central Banks boost rates, bond yields fall. Powell says banking system is strong and resilient!Yellen says not planning on full backstop. Double talk and backspeak – only meant to confound and c...
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TDI Podcast: Open Book with Scaramucci (#808) from 2023-03-19T21:11:59
Banks are in the tank – bad mojo out there. The Fed and Treasury getting out the playbook – keep up confidence at any cost!QT turns to QE – half of April's QT bought back – just last week!Guest - ...
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TDI Podcast: Sailing Away with Tech Tidbits (#807) from 2023-03-12T20:56:15
A Best of show put together by Ryan Rediske. Great work and a lookback on some of the smart and not-so smart calls on tech from 2022. It is a good practice to see what you got right and what you g...
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TDI Podcast: FinLit Month Comes Early (#806) from 2023-03-05T06:00:05
Investor Education in the spotlight – Fin Literacy Month comes early. March – a month to take notice of. The Fed is not kidding around...Stocks and bonds sending mixed signals - no memory day to d...
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TDI Podcast: TINA is Dead (#805) from 2023-02-26T15:10:43
From the Outhouse to the Penthouse – Cash that is… GDP comes in well above expectations – inflation not relaxingConsumer Discretionary stocks out of favor – AI is the buzz these days A quick less...
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TDI Podcast: VWAP Shannon On The Anchor (#804) from 2023-02-19T19:26:02
Bullard – Bullard – The Hawk comes back – sinks market with a quick comment. I got a $1,500 water bill this month! That’s inflation. We also got hot inflation numbers this week – that is a concern...
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TDI Podcast: Catnip for Investors (#803) from 2023-02-12T18:49:26
AI is the newest phrase to catch the imagination of investors. All hoping they are getting in on the next Apple. A few comments on disinflation and the charade the Fed is trying to pull.What we ar...
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TDI Podcast: Peak Clean Energy Theory (#802) from 2023-02-05T21:36:59
Lousy earnings, stocks go higher. Fed stays somewhat hawkish, stocks go higher. Blowout jobs report, stocks go higher. Short squeeze games anyone?This week's guest - Erik Townsend with MacroVoices...
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TDI Podcast: ShadowStats and Eco Manipulation (#801) from 2023-01-29T22:31:32
GDP looking good, inflation, coming down – Now Waiting for the Fed'd decision next week. Earnings outlook – murky at best while markets in full melt-up mode – kind of fun to watch.Out guest John ...
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TDI Podcast: Tech Talk with Curzio (#800) from 2023-01-22T19:18:19
Big hopes for a little hike next meeting. January’s rally starting to fizzle a bit. Big Layoffs, Capex Cut announcement - all ahead of earnings reports ..Frank Curzio – freshly back from CES in Ve...
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TDI Podcast: It’s Simple Math (#799) from 2023-01-15T21:57:58
CPI hits the bullseye – perfectly inline with expectations. Optimism returns – market on the move - but what about those pesky valuations?Earnings season – starts...right now. Our guest Alex Shah...
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TDI Podcast: Looking Back Ahead (#798) from 2023-01-08T19:07:41
Starting off the year – 2023 let’s get after it. Unemployment dips, markets like what they see and more FTX/crypto fallout.And a look back to look ahead. Check this out and find out more at:...
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TDI Podcast: 2022 Parade Of Guests (#797) from 2023-01-02T01:05:02
So many guests, such great insights. What a wonderful to hear some of the best of Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith an...
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TDI Podcast: Kanikama – Surimi Investments (#796) from 2022-12-25T20:52:42
Clock is counting down on 2022 - Recession is a lock in ’23 – at least the anal-lysts believe that.Some better news – lifting confidence in the consumer, then a shot across the bow with a better G...
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TDI Podcast: Action Plan (#795) from 2022-12-19T01:40:02
CPI comes in better than expected, market cheers. Powell comes out and talks out of both sides of his rate hike mouth. Heading into the end of the year – everyone calling for a recession – let’s d...
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TDI Podcast: FinLit – Let’s Give Stuff Away (#762) from 2022-04-18T00:04:13
OH it is hot – A scorcher – Inflation that is. Earnings season gets underway – Airlines up – banks down.What do we know about money? Its Financial Literacy month - let's give some stuff away - lis...
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TDI Podcast: No End In Sight (#761) from 2022-04-10T21:44:17
Is it the 1970's all over again? Our guest, Octavio Marenzi thinks that this is going to be a long slog as inflation persists. Is a recession coming sooner than we think? We talk Vienna Hot Hogs a...
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TDI Podcast: The Inflation Playbook with Curzio (#760) from 2022-04-04T00:33:23
End of the month and end of a wild quarter - April favors the bulls – at least seasonality studies show. Earnings season is right around the corner and out guest Frank Curzio, Curzio research.Stoc...
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TDI Podcat: Risk Factors with Dr. Smith (#759) from 2022-03-27T20:35:07
From Trounce to Bounce – Markets have a change in direction. Yield spike – what we call a skew event. The Fed is not your friend…… Don’t fight it..Our guest this week - Dr. Richard Smith. March...
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TDI Podcast: Turtles and Trends (#758) from 2022-03-20T19:16:10
China reverses course send stocks flying – A massive move... Short Squeezing is the flavor of the month!The Fed does what it was supposed to – but remains hawkish. Michael Covel is our special gu...
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TDI Podcast: Upside Down (#757) from 2022-03-13T18:53:29
Clocks moving forward – more light – hopefully less gloom. The headlines are making us all a little crazy. Meanwhile consumer confidence plunges and we recap of our Client Webinar Update this week...
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TDI Podcast: Reality Check (#756) from 2022-03-06T15:12:59
An impossible situation. The world appears to be entering an era of selective isolationism. This is a stark change from the globalism that had been the center of the economic growth engine for dec...
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TDI Podcast: What Is Benzinga? (#755) from 2022-02-27T20:44:22
Jason Raznick, founder of Benzinga is this week's guest. With a multi-front law (Ukraine, Russia, Inflation) there is plenty of opportunity as well as pitfalls. The Fed!The Fed! Yes, the Fed is i...
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TDI Podcast: Crab Walk, Tuna and the Gold Standard? (#754) from 2022-02-20T14:57:16
Stephen Leeb is our guest - discussing gold, but not the way most do. I ask an important question - what he would prefer to take down in the bunker? - Tuna in oil, crypto or gold?Stephen Leeb (www...
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TDI Podcast: Market Telemetry (#753) from 2022-02-13T19:05:24
Another Fed trial balloon pops markets. Inflation coming in hot – although off of a low base.Wacky action in yields, but markets are still holding tough - sort of. Our guest today – Thomas Thornt...
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TDI Podcast: Unsettling Concentration (#752) from 2022-02-06T20:06:20
Good earnings – trumped by some ugly action with a happy ending. Make it stop...make it stop! Cries of January heard. Looking at risk, and in particular, one that may be causing all of your recent...
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TDI Podcast: Shallow Hal Investing (#751) from 2022-01-31T00:02:31
Vitaliy Katsenelson is this week's guest. The good news is that January is just about ova' ! What will February bring?Wednesday was FOMC day – So what did they actually say, how is this turning in...
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TDI Podcast: Baby With The Bathwater(#750) from 2022-01-23T23:55:37
Markets breaking down – some stocks spinning out of control. Looks like rates are over-reacting – not following the data at all. But, the talking heads are all a flutter –with opinions on all side...
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TDI Podcast: Curzio Back From CES (#749) from 2022-01-16T17:23:47
An epic bounce attempt – investors considering what is next. At the same time, inflation jumps – locksdowns crimp global supply chain. CES concludes and some pretty cool tech coming our way and h...
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TDI Podcast: Stealth Correction (#748) from 2022-01-09T19:53
Flipity Flopity – The Year Starts a Slopity. Smacking the Tech as rates rise pretty rapidly - the stealth correcdtion that you need to be taking notes on.The economy looks great – the question is:...
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TDI Podcast: Tools of the Trade (#747) from 2022-01-02T15:28:04
Wrapping up a great year – Goodbye to 2021 and HELLO to 2022! In this episode, we take a moment to sharpen the saw – a deep dive looking at the tools of the trade that can help with research, char...
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TDI Podcast: Would You Hire Yourself? (#746) from 2021-12-26T16:01:32
If you had to hire yourself after the job you did with your portfolio - would you? Are you making resolutions again? How about for 2022 we make some commitments to ourselves? A quick exercise on t...
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TDI Podcast: What?? A UBI Test Drive? (#745) from 2021-12-19T15:17:18
Investors panic to cover shorts, then panic sell. Turkey drops rates again, market plunges The Fed, The Fed and The Fed - - and our guest, Danielle DiMartino Booth takes us through the implication...
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TDI Podcast: Weed, EVs and Crypto with Ross Gerber (#744) from 2021-12-12T18:08:26
Wild and wacky – best week for markets in months with raging volatility. Weed, crypto, NFTs, EVs and the Metaverse. Ross is naming names and has one stock in particular that he may be adding to hi...
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TDI Podcast: Convergence of Themes (#743) from 2021-12-05T16:34:11
The last month of 2021 and not the best start. Is it the Fed or is it Omicron that is punishing markets? – a little debate Wrapping up the Back to Basics Series – thank for the comments and kind ...
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TDI Podcast: Back to Basics Series – Your Best Investment (#742) from 2021-11-28T15:26:03
The fourth of a four part series - Back to Basics. Stocks, bonds, ETFs, mutual funds - which one is best? We got you covered as we discuss the basics of some of the important categories of investme...
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TDI Podcast: Back to Basics Series – Saving Lobster Traps (#741) from 2021-11-21T19:42:41
The third of a four part series - Back to Basics. This is a great discussion with Kevin Hoffmann about "ways to Save" and the Lobster Trap Savings approach. We start with a basic discussion of how...
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TDI Podcast: Back to Basics Series – Taxes (#740) from 2021-11-14T21:51:18
Markets taking a breather – the winning streak has ended Make no mistake – inflation is trending higher.The burning question about Andrew's Thanksgiving Turkey recipe is answered.... The Back to ...
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TDI Podcast: Back to Basics Series – Estate Planning (#739) from 2021-11-07T14:47:34
The Fed says do not dread – Rates low for long time baby! Markets – more new highs on earnings and cheap money – jobs report is impressive. Buybacks hitting a record this quarter, plenty of downs...
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TDI Podcast: $$ Lessons from the Great Pyramids (#738) from 2021-10-31T19:50:03
Newsflash – Elon Musk is really rich – the richest in fact! Tech earnings driving markets to new highs – Goldilocks or full steam ahead? Democrats tripping over themselves to get a deal done – any...
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TDI Podcast: The Best Openings Episode (#737) from 2021-10-24T20:52:12
Let's go! From the start of 2021 until now - some of the best opening salvos from The Disciplined Investor podcasts. Looking back, there was plenty of interesting items and a few wacky ideas that ...
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TDI Podcast: Curzio on What Could Crush Markets (#736) from 2021-10-18T00:55:15
Earnings season is around the corner while inflation and supply chain issues are the talk of the town. A very disturbing headline sighted andAsking about what shoes will be dropping in China with ...
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TDI Podcast: The Cycle Turns (#735) from 2021-10-10T14:26:40
Kicking the can down the road - Congress can't get anything done... Why does this market construct feel so familiar?Follow the bouncing ball or should we try to resist the temptation? Join cl...
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TDI Podcast: Black Holes and Woolly Bully (#734) from 2021-10-03T12:13:14
Too Much Woolly Bully in the System.Market React to political games being played and end the month of September in the loss column. Black Holes – Worse than bubbles popping – let's get into this.....
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TDI Podcast: Liquidity Wins (#733) from 2021-09-26T14:17:24
A Game of Chicken in China. Volatility Smacks into LiquidityNike, Fedex, - warnings we don’t want to hear, but something we need to pay attention to. Join clients from over 200 countries and ...
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TDI Podcast: Grabbing Income Streams (#732) from 2021-09-19T13:48:18
There is the tootsie, the jelly and Now - the market roll – yes, things are getting concerning. Fed officials owned bonds during crisis – and stocks – now the blow-back is coming.Our guest today, ...
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TDI Podcast: OMG this FUV (#731) from 2021-09-13T00:10:18
Arcimoto's Mark Frohnmayer is the guest for this week's TDI Podcast. We spend some time talking about his start in the industry as well as what he sees for the future.Mark Frohnmayer, Arcimoto Pre...
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TDI Podcast: TINA and SFTLR (#730) from 2021-09-05T16:00:23
Unemployment Report – not so good. AND – that puts the Fed back in play.Labor Day Weekend – Back to School in a new world with new ways. Looking back on interesting times..Follow @andrewhorowitz ...
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TDI Podcast 729: NothingBurger from 2021-08-29T15:59:18
Sheer Stupidity – Afghanistan just a terrible mess. Jackson Hole– Powell Speaks - nothing-burger.Meme Stocks – Ramping – for what reason? The Bull / Bear Case explored.And we have listener questi...
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TDI Podcast: YCharts with Sean Brown (#728) from 2021-08-22T23:42:04
Fed taper discussions - 16 mentions in latest minutes. Markets react, but a strange move in bonds told the real story. A clear assault on capitalism in China - what do you expect from a communist ...
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TDI Podcast: Confidence Break (#727) from 2021-08-15T15:17:28
Crashing consumer confidence - but new market highs, even in Australia. Living La Vita Covid? We explore the many reasons to cheer the reopening, but is this as good as it gets?More insights into...
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TDI Podcast: Bait The Hook (#726) from 2021-08-08T19:58:19
The short squeeze gang is still around – Robinhood (HOOD) shares fly high. Mixed news on the economic front – employers starting to lose confidenceBond yields test the lows, then bounce and we ha...
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TDI Podcast: Complacency (#725) from 2021-08-01T15:09:05
Good news, bad new - earnings season provides insights. Covid worries dominate the tape.The Fed digs in and stays put. Thinking hard about complacency levels and what to do now.Join clients from ...
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TDI Podcast: Curzio Agrees and Disagrees (#724) from 2021-07-25T14:11:04
Bezos up in space! But back home, bond yields keep coming down.A resurgence of the pandemic trade moves investors to take cover. Frank Curzio can be reached by email at frank@curzioresearch.c...
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TDI Podcast: Eye Popping (#723) from 2021-07-18T16:47:19
Smallcaps crushed. EYE popping InflationThe Fed is Oblivious - while twisting the story. Yellen is out there pumping and sellin' - we get to the bottom of what we think is really going to happen ...
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TDI Podcast: Jumper Cables (#722) from 2021-07-11T17:03:51
What was that? A run on rates? 10-year yield plummets to 1.25% - pulling markets down with it. Looks like too much of a good thing was no good.New narratives forming – be careful here… Some impor...
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TDI Podcast: Goldilocks Fatigue (#721) from 2021-07-04T14:44:57
Another round of new highs – equity markets are on fire. June employment report brings both joy and concern - it actually makes sense as we get into it.But, we have a Goldilocks situation brewing ...
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TDI Podcast: Mid-Year Update (#720) from 2021-06-27T22:13:02
Walking it back – no surprise here from the Fed - quick game of chicken anyone? New highs – as rally broadens out, S&P 500 indices compared. Coins collapse over weekend – where is the bottom?A qu...
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TDI Podcast: Darling to Dirt (#719) from 2021-06-20T21:32:10
The Fed is More Hawkish – until markets get squirmy of course. Reverse-Repo Madness – record rate on ThursdayFlattening Yield Curve – what does that mean anyway? Guest - Steve Sanders, Interactiv...
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TDI Podcast: Themes, Memes and Dreams (#718) from 2021-06-13T21:48:55
Hot inflation causes no angst - markets taking it is stride, for now. Waiting of the next Fed meeting, rate decision is coming.And our guest today – Elaine Stokes, EVP and Portfolio Manager at Loo...
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TDI Podcast: Investing with Modern Economics (#717) from 2021-06-07T00:55:46
June begins – almost at the ½ way point of the year with a big week of economic reports. This week, a special guest from Astor Funds on investing with modern economics - Astor Fund's Rob Stein.Rob...
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TDI Podcast: What If I Am Wrong? (#716) from 2021-05-31T02:47:58
How do we dare talk about diversification and compare to a splash of vermouth in a Martini in the same sentence? Also thinking about a ship at sea heading into a storm, what is the captain to do?...
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TDI Podcast: Prepare for Anything (#715) from 2021-05-23T14:34:46
Crazy Crytpo Crush! Taper Talk has entered the building and One last comment on the pied pipers.Plus - the elephants in the room are getting restless. Let's discuss. Yes - we mentioned stagflati...
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TDI Podcast: Bowling Balls in The Pond (#714) from 2021-05-16T16:53:42
Tossing Bowling Balls in a Pond. Inflation spike – Yes, Transitory – we are wondering about that.Selling pressure gains – but seeing some signs of capitulation.Plus - what to do when perception be...
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TDI Podcast: Crap In A Bottle (#713) from 2021-05-09T11:33:49
The employment situation is healing. Treasury and the Fed stumbling over themselves regarding inflation and rate increases - then walking it back.Tech sell-off – thinking about Peak Earnings with ...
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TDI Podcast: Uncharted Territory (#712) from 2021-05-02T21:31:41
The headlines are pouring in - lots of data for investors to sift through. Earnings, economics, the Fed and a new stimulus package.We take a hard look at how to position and more importantly, how ...
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TDI Podcast: Inflating (#711) from 2021-04-25T12:03:39
Markets zigzagging and sagging on worries of tax hikes - for a day. Earnings season providing some key insights.Bitcoin crash – wondering where the bottom is… And listener questions.Are you looki...
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TDI Podcast: Investing in Online Businesses (#710) from 2021-04-18T21:44:49
The Meme rush continues this week – DodgeCoin to the moon – and back already. Economic conditions gaining momentum, but oddly – Bond yields are backing up. Inflation may not be as transitory as w...
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TDI Podcast: Step by Step (#709) from 2021-04-11T17:47:28
Massive money flows into equity funds, but volume this week – lowest days of the year. And, we are talking about financial goals and milestones.You want financial independence but confused where t...
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TDI Podcast: Unknown Market Wizards (#708) from 2021-04-04T14:20:29
Learn from the best in the biz. This week's guest, Jack Schwager gives us a peek into the world and habits of the most successful traders. Plenty to like in the markets as the the world is slowly ...
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TDI Podcast: What Is Value Anyway? (#707) from 2021-03-28T21:06:25
Friday was best final hour surge for the markets in months and months. Yields take a breather as end of quarter rotation benefits fixed income.It is a celebration of our 14 year anniversary show –...
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TDI Podcast: Liquid Expectations (#706) from 2021-03-21T16:08:27
We have spiking rates, inflation Fears and volatile markets - Not the market for the weak handed. Guest today- John Bartleman– President of Tradestation, discussing new crypto initiatives and new...
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TDI Podcast: Betting the Farm (#705) from 2021-03-14T17:18:57
Massive bounce for markets – DJIA and Small-Caps rip higher. Correlations high for key rates and equities. Listen
TDI Podcast: Avoiding Tax Whammies – Dan Pilla (#704) from 2021-03-07T17:04:42
And just like that – things change – or do they?
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TDI Podcast: Leeb on China, Gold and Commodities (#703) from 2021-02-28T15:04:31
Markets Do a double take as rates spike on inflation fears
TDI Podcast: Block Stirs Up Muddy Waters (#702) from 2021-02-21T16:00:15
Muddy Waters Research founder Carson Block is our guest. We dive into the history of some of the greatest frauds in years and how he helped to uncover many of these. Listen
TDI Podcast: Debunking Market Myths (#701) from 2021-02-14T16:09:48
The greatest casino in the world!
Stock makin...
TDI Podcast: Anthony “Pomp” Pompliano (#700) from 2021-02-07T16:43:07
Meme stocks deflated, while markets turn higher to start the month...
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TDI Podcast: Economic Justice? Ross Gerber Guest (#699) from 2021-01-31T19:13:36
Wrecking the house – message boards calling for social justice and financial equity for all! Listen
TDI Podcast: Frat Toga Party! (#698) from 2021-01-24T21:33:15
Face ripping short squeezes, IPO madness and SPAC-Taculars.
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TDI Podcast: Confidence Game (#697) from 2021-01-17T20:38:11
Another $1.9 Trillion Stimulus deal in the works - will it ever end? Listen
TDI Podcast: Scaring Ourselves Silly (#696) from 2021-01-09T16:03:56
10-year above 1% - Is this a big deal?
The em...
TDI Podcast: Your Goldilocks Moment (#695) from 2021-01-03T16:49:35
Never let a crisis go to waste – That’s what they say!
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TDI Podcast: Financial Dams and Rivers (#694) from 2020-12-26T18:02:42
Wrapping it up – Sending it out - the last few days of 2020 are counting down.Listen
TDI Podcast: Tough Decisions Tenderized (#693) from 2020-12-20T21:33:03
The Horses are turning the corner, coming down the stretch as Congress is pushing a decision until the 11th hour. Listen
TDI Podcast: Insights From My Grandfathers (#692) from 2020-12-13T14:39:15
Emergency Use Authorization Granted!
Stocks ...
TDI Podcast: VROOOOOOOM (#691) from 2020-12-06T16:03:25
VA VAV VROOM – Markets sporting higher on stimulus hopes!
TDI Podcast: Bamboozled Much? (#689) from 2020-11-22T14:34:14
Covid spikes causing more lock-downs and rollbacks - But vaccine hopes help to keep a floor under markets Listen
TDI Podcast: What Was Hot – Is Not (#688) from 2020-11-15T14:08:09
The Presidential race has been called – The Biden/Harris Ticket has it…Listen
TDI Podcast: The Time is NOW! (#687) from 2020-11-07T16:26:05
The election may be over, but the results are not clear.
TDI Podcast: Podcasting 2.0 with The PodFather (#686) from 2020-11-01T13:48:12
The Podfather - Adam Curry is our guest this week and it is quite the lively discussion.Listen
TDI Podcast: ISA’s – Investing in Education (#685) from 2020-10-25T17:58:50
The future of student loan debt may have a solution and we discuss with our guest, Charles Trafton, CEO of Edly. Listen
TDI Podcast: This Risk Needs Attention (#684) from 2020-10-18T14:43:21
Elections – 2 weeks away and all major US Indices are in the green for 2020.Listen
TDI Podcast: Portfolio Prep Time (#683) from 2020-10-11T20:43:07
Markets - up and over the 50-day Moving Average.
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TDI Podcast: Surveillance Capitalization with Dr. Smith (#682) from 2020-10-03T14:35:03
Dr. Richard Smith is our guest this week - talking about the weaponization of social media is social media and the TikTok deal.Listen
TDI Podcast: This Little Ditty (#681) from 2020-09-25T19:36:05
Heading into the end of the quarter, the bull/bear fight continues. Listen
TDI Podcast: Trading Sardines with Raschke (#680) from 2020-09-20T16:51
Linda Raschke is our guest and what a great discussion we had. She teaches us all about Performance, Longevity and Consistency - the keys to trading success.Listen
TDI Podcast: Adapting to Moral Hazards (#679) from 2020-09-13T15:10:16
Moral Hazards in these times are starting to show within a few specific sectors.Listen
TDI Podcast: Palate Neutrality with Paul Barron (#678) from 2020-09-06T12:18:10
Markets take a beating as bloated valuations come under attack. US Economic data points to a continuing recovery. Listen
TDI Podcast: The Elephant in the Room (#677) from 2020-08-31T00:26:11
The Fed turned off all safety protocols - what does that mean for inflation?Listen
TDI Podcast: Idea Generation with TradingView (#676) from 2020-08-22T20:12:11
The leviathans of the stock universe are just getting bigger as splits seem to be tickling investors' fancy.
The Fed is slow rolling their next move and a skinny fiscal stimulu...
TDI Podcast: Inside the Fed with Danielle DiMartino Booth (#675) from 2020-08-16T13:26:01
In this episode, we get deep insights on the Fed’s thinking with our guest, Danielle DiMaritno Booth. She gives us her thoughts on how far off their mandate they are an what they may be thinking ab...
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TDI Podcast: Conflicted and Compromised with Hedgeye’s McCullough (#674) from 2020-08-09T13:07:03
Keith McCullough of Hedgeye is our guest for this episode. We poke at the conflicted and compromised on mainstream media and discuss those "Garrulous Characters...
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TDI Podcast: Hunting The Great Grift (#673) from 2020-08-01T14:55:07
A strong July comes to a close as earnings from tech giants wow the street.Listen
TDI Podcast: Am I Really Diversified? (#672) from 2020-07-25T21:02:01
So much for the Rally – Tech Turns Tail. The Earnings deluge is upon us - big week ahead.Listen
TDI Podcast: The Best Bear Market (#671) from 2020-07-18T18:09:21
Stocks up , Gold Up, Silver Up, Bonds Up, Case Count Up, Fed balance Sheet Up, Deaths Up, Unemployed Up , Everything is UP UP UP! – oh except trading volume….Listen
TDI Podcast: K-Shaped Recovery (#670) from 2020-07-11T17:36:18
Rolling W’s or a "K" Shaped Recovery? We take a look at what this could mean and if it is even possible. Listen
TDI Podcast: In The Dark (#669) from 2020-07-04T17:32:43
Markets roar back with economics looking a bit better.
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TDI Podcast: Going in Reverse (#668) from 2020-06-27T17:11:38
Going in Reverse – Positivity Rate up – Phased openings in question. <...
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TDI Podcast: Investing Masterpiece (#667) from 2020-06-20T14:04:21
The wild roller coaster ride continues as Covid Cases and hospitalizations spike.Listen
TDI Podcast: Soft Underbelly (#666) from 2020-06-13T17:56:57
From exuberance to panic in just about 48 hours time. Speculation is high – but the underbelly is soft. Listen
TDI Podcast: Froth Much? (#665) from 2020-06-06T16:37:11
Surprise unemployment report rallies markets. What was beaten down becomes this week’s darlings. Listen
TDI Podcast: The Fast Pitch with Curzio (#664) from 2020-05-30T15:35:37
Markets rally for a second month while value blows past growth for the week.Listen
TDI Podcast: Monkeys in Suits (#663) from 2020-05-24T14:57:33
Markets remain resilient against a backdrop of bad news, governments signal they have our backs. Listen
TDI Podcast: Doing The Hokey Pokey (#662) from 2020-05-16T17:58:49
When Is the right time to get back in? This is a question that has come up several times this week.Listen
TDI Podcast: Who, What and YCharts (#661) from 2020-05-10T18:20:59
Sean Brown, CEO of YCharts is our guest this episode and we get some insights into the research process.Listen
TDI Podcast: Check That Box! (#660) from 2020-05-03T17:56:24
Big caps down – small caps up. The grand re-opening experiment begins - looking at this as a potential "sell the news" event.Listen
TDI Podcast: The Dirty Little Secret (#659) from 2020-04-26T16:43:21
Crude Oil – Makes a historic move as markets end a down week on an upbeat note.Listen
TDI Podcast: Disciplined Selling Decisions (#658) from 2020-04-19T15:29:16
Noland Langford, founder of Left Brain Research is our guest this week. Talking about fundamental analysis in a time that there is no quantifiable earnings outlook.Listen
TDI Podcast: Sobering Insights From DAS (#657) from 2020-04-11T18:52:07
After a long hiatus, Satyajit Das is back to discuss the outlook f...
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TDI Podcast: The Lowdown On The CARES Act (#656) from 2020-04-05T01:10:58
Free Money for Everyone! Historic employment numbers rattle markets. Listen
TDI Podcast: Verklempt With A Side of AI (#655) from 2020-03-28T20:11:06
Daniel Faggella, Founder and Head of Research at Emerj Artificial Intelligence is our guest this week. Topics range from AI's potential to the current application in the world of finance.Listen
TDI Podcast: Investment Microdosing (#654) from 2020-03-21T17:14:39
Allison Ostrander and Vitaliy Katsenelson are our guests today. We cover risk and hedging strategies as well as the current market conditions.Listen
TDI Podcast: Curzio on The Records (#653) from 2020-03-14T18:56:31
It is the worst week for stocks since the 2008 financial crisis. Records made on the up- and downside. Recession worries are here again.Listen