The Disciplined Investor - Seite 3 
TDI Podcast: Bearish Revelations (#948)
We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download the AI Generated Show Notes (Guest Segment) Tim Knight has been charting and trading since 1987. […]
The Government is back open – is that a good thing? October’s economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ross Gerber is the Co-Founder, President and CEO of […]
TDI Podcast: The Emperor’s Clothes Again (#946)
The Emperor New Clothes – looks familiar. A closer look at valuations Tariffs under fire – Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Manuel Blay is the editor of […]
TDI Podcast: Valuation Cliff (#945)
Swiss cheese agreements. Overspending by big tech – could that be their downfall? A rate cut in the dark and AI’s Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz Vitaliy […]
TDI Podcast: DiMartino Booth Says What?(#944)
It’s time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest – Danielle DiMartino Booth – the “Fed watcher” NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest […]
TDI Podcast: Profit on Predictions (#943)
Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another “V” recovery – or fake out? And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) […]
TDI Podcast: Modern Disciplines (#942)
The government is shutdown – How long this time? The Bubble – how much longer can it last? The healthcare sector gets a needed boost…. 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 asset allocation portfolio management […]
TDI Podcast: Decoupling Stability (#941)
October – will history repeat? New tariffs announced – again. Thinking about 401k plans – innovation or exploitation? And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) […]
TDI Podcast: Traders’ Campus (#940)
Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Andrew Wilkenson, Director of Trading Education at Interactive Brokers. Andrew joined Interactive […]
TDI Podcast: The Crypto Taxman (#939)
The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a […]
TDI Podcast: Schiff – Monetary Overdose (#938)
Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with […]
TDI Podcast: Masterminding (#937)
We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values – are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. Agentic AI – something to look […]
TDI Podcasts: The Mosh Pit (#936)
Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment Counsel Inc. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Follow @andrewhorowitz More information available on […]
TDI Podcast: The Digestion Phase (#935)
Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals! NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Noland started in the financial services […]
TDI Podcast: Opportunities Within Chaos (#934)
Home country bias – not benefiting you this year. CPI inflation – not as bad on the top line – under the surface more to look at. Global Momentum fund review – and new Exchange ETF opportunities for tax benefits. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management NEW! […]