The Disciplined Investor 
TDI Podcast: Industrial Digitization (#928)
Jobs Job Jobs – not too hot, not too cold. VIX – under 17 – a contra-signal? The KRI (Key) seems to thing so – overbought at a +5 Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Follow @andrewhorowitz John Pugliano is the author […]
PCE – The Fed’s preferred inflation metric… The VIX – pricing in smooth sailing – how to hedge… And commodities – The one most interesting trade right now is…? Commodities on the move – great time to bring on our guest – Carley Garner of DeCarley Trading NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest […]
TDI Podcast: Breaking NEWS (#926)
The Presidential Cycle and the sectors that may benefit. Taking a look at the Longevity Paradox Tariffs and Inflation – is it all a hoax? Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) David Gaffen is the U.S. breaking news companies […]
TDI Podcast: Sharpen the Saw (#925)
AI is coming to finance with some major Shifts to the investment landscape Sumo Politics in full force. We got a China deal, or did we? Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve Sanders is Executive Vice President of […]
TDI Podcast: Skin In The Game (#924)
How to invest, research and do it with skin in the game. Is the USD vulnerable? You may be surprised by the answer. How to identify under-the-radar opportunities. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached […]
TDI Podcast: How Not To Invest (#923)
The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month – equities ripped higher. Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) […]
TDI Podcast: A Familiar Feeling (#922)
The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of […]
TDI Podcast: Consistency Pays (#921)
Consistency pays and it should be a basic discipline. Let’s talk about process and the plan. Deals and congressional actions are front and center. And our guest – Ed Easterling 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-based […]
TDI Podcast: AI Unplugged (#920)
The Art of the Steal? Powell holds firm on rates. Big announcement – UK deal – or was it? China meeting set for this weekend – looks like a lit of hot air. This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW […]
TDI Podcast: Audit Defense (#919)
BOOM Tech earnings– a few big winners here! GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week’s guest, Tax Expert – Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla […]
TDI Podcast: What Comes Next (#918)
What a mess – markets under siege. Powell attacked, then a reversal – one week policy reversals. Market now pushing policy – Team Trump wakes up to reality. This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick has been with Briefing.com since […]
TDI Podcast: Dressing it Up (#917)
Tariff Turmoil – not getting much better Stock Market Chaos – Uncertainty reigns Recession Alarm – Is this a ticking time bomb? And our guest – Brian Dress from Left Brain Wealth Management NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Brian Dress is an Investment Advisor for Left Brain and also holds […]
TDI Podcast: Urgent Market Signals (#916)
It only took one week – Tariffs on – Tariffs off again Huge rally – seemed to give institutions to lighten up Damaging policies with long term impacts Some thoughts on emotions and markets And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! […]
TDI Podcast: 10 Trading Rules (#915)
Retaliation on the Retaliatory Tariffs – where does it end? Eat your vegetables – people! Put call ratio 1.6 and the VIX hits 45! Oil – 3-year low. This week’s guest – Tim Knight – a self proclaimed permabear Tim Knight. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tim Knight has been […]
TDI Podcast: All Tariffs All the Time (#914)
March needs a miraculous ending to force green. Tariffs – a means to their own ends. What does that mean? Gold continues its ascent. Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade. Our guest this week – David Gaffen, Break News editor at Reuters. NEW! DOWNLOAD THIS […]