The Disciplined Investor

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DHUnplugged #473: Moaning and Droning
Oil rips higher – drone attacks on two Saudi installation create concern about mounting unrest in the region. On the cusp of another Fed rate decisions -will they cut again and what will they say about their future plans? Inflation will see a big move with the jump in oil prices – how will the […]

TDI Podcast: An Unbearable Internal Struggle (#628)
Tensions in the Middle East as two Saudi Arabian oil installations are attacked by drones. Oil prices should see some serious volatility in the near future. Heavily shorted stocks get a boost this week – some up 50%, 60%, 70% as algos drive a short-squeeze. Plus,  a look into two really interesting conversations with friends […]

DHUnplugged #472: The Rotation Begins
Closing in on all-time high levels again – while the impact of the trade war slows the global economy. Apple issuing debt to add fuel to buybacks an dividends. The new Volfefe index and more.. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow […]

TDI Podcast: You Are In A Filter Bubble (#627)
Confirmation Bias and Filter Bubbles – exploring the differences and the harm they may cause your portfolio. Plus, a look into a “mall retail” operation as a short candidate. Listener questions and more…   Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE eNVESTOLOGY Webinar Replay Friday Pre-Market Run-Down Webinar Registration Stocks […]

DHUnplugged #471: Blowhards
Plenty of strong winds. Between the hurricane and political hot air – we are all feeling the impact of troubling circumstances. The Pull-forward Effect is finally starting to show up in the U.S. as it has already ravaged Asian economies. Good news and bad mixed for markets as we enter into a seasonally weak month. […]

TDI Podcast: Millennials and Hurricanes (#626)
Erin Lowry, author of Broke Millennial brings us some great insights and tears down some misconceptions about millennials. We also take a look at Hurricane Dorian and look how people plan and react – there are some interesting similarities that can be learned as investors. Erin Lowry is the author of Broke Millennial: Stop Scraping […]

DHUnplugged #470: Trend on The Bend
Economics in the Upside Down. Tariff spat and trade war heating up – markets take a dive. Yield curve (2/10’s) clearly inverted. Chicken sandwich wars and fake chicken on the menu. Are these signs of something or just business as usual? PLUS we are now on Spotify ! See this week’s stock picks HERE Follow […]

Lunch With Bernanke
We recently had the opportunity to attend a luncheon with Former Federal Reserve Chairman Ben Bernanke. He held positions at the Fed starting in 2002 and was appointed Chairman in 2006. He served two terms as Chairman eventually stepping down in 2014, replaced by Janet Yellen. During his tenure, he was tasked with the near-impossible […]

TDI Podcast: The Pulse with IBDís Chris Gessel (#625)
Chris Gessel of IBD explains how Investors Business Daily finds their top stocks and some of the screening criteria to hone in on the IBD50. Yes, this is a trade war and has just heated up. More tariffs and a greater level of eco hate was just announced. Markets are not taking this too well. […]

DHUnplugged #469: Here Comes Mr. Know-It-All
Markets are taking back some of the steep losses from last week. All eyes are on the end of the week when we will hear from plenty of central bank know-it-alls from the Jackson Hole Eco confab. China’s economic condition is in focus and more…. PLUS we are now on Spotify ! See this week’s […]

TDI Podcast: Long Fuse Ė Can We Handle The Truth? (#624)
Back from South Africa and I have a few important observations. Aside from what is happening there – much of the recent out-sized moves for bonds and equities need to be explored. More importantly, we are being stuffed with a bunch of solid waste by the Fed and central banks around the world. They are […]

DHUnplugged #468: Rolling Coaster
Market volatility is back – 400, 500 and 600 point moves are all of a sudden in style. Bond yields plunge and gold prices soar on the heels of massive geopolitical upheaval. Argentina stock market plunges and President Trump backs off on some tariffs. PLUS we are now on Spotify ! See this week’s stock […]

TDI Podcast: The Show Must Go On! (#623)
As I am somewhere in between a glass of red and a charging Rhino – let’s agree that the show must go on! In this episode we tackle listener questions – you asked and this episode is full of answers. Thanks for all that provided the requests that helped make this show great! Follow @andrewhorowitz […]

DHUnplugged #467: The Emperorís New Clothes
Fed rate cut decision and the employment report – all in the same week. Tech has some good news and some bad… Thoughts on the latest earnings season and more. PLUS we are now on Spotify ! See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter


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