The Disciplined Investor - Seite 4 
TDI Podcast: Checkmate (#821)
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 in a new bull market? A complete discussion about the inner workings of quantitative analysis. Check this […]
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 out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (OIL), (AMD), (NVDA)
TDI Podcast: Foggy TARA (#819)
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 Manager at Franklin Templeton Funds. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin […]
TDI Podcast: Really Local Banking (#818)
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 Costello. Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened […]
TDI Podcast: Dunning Kruger Effect (#817)
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 civilization – good stuff in this episode. When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock […]