The Disciplined Investor

The Disciplined Investor


Latest Episodes

TDI Podcast: Dismal Science (#866)
April 28, 2024

Kicking off the MegaCap Earnings - some concerning items. - Rate Cut Bets Fizzle - Yields Keep Rising - The VIX – Hovering around 16 - And our Guest – Johns Williams from ShadowStats - John Williams,

TDI Podcast: Retirement Secrets/Mistakes (#865)
April 21, 2024

Herky-Jerky market action continues. - Powell puts down the gavel. - Tariffs enter the picture again - And our Guest this week - Steve Selengut talking Retirement Money Secrets and The Biggest Mistake

TDI Podcast: Robbie’s Matrix (#864)
April 14, 2024

What commodities look attractive here and why? - Inflation CPI reports - just not looking good - Major banks kick off earnings season.. - Guest: Robbie Miles, CFA - Allianz Global - - Robbie Miles,

TDI Podcast: Olive Pits (#863)
April 06, 2024

Gold hitting new highs and oil is on the rise - Easy policy over in Japan While China is stimulating - Big employment report moves markets - Guest David Gaffen Editor at Reuters. - David Gaffen i

TDI Podcast: DiWORSEification (#862)
March 31, 2024

Bang Zoom to the Moon Bitcoin ramps to new highs - Then again so do equities. - Goldilocks SHE'S BAAAACK - And our Guest today my good friend Tom Nelson SVP for Franklin Templeton Investments.

TDI Podcast: Size Matters (#861)
March 24, 2024

The Fed Is Powell throwing in the towel? - AI Profits spreading lots of money to be made. - Apple dragged down by a new lawsuit. - 90 years of evidence, this week's guest says this is the key

TDI Podcast: Bitcoin Blasphemy (#860)
March 17, 2024

Two more hot inflation reports stickier than thought. - What goes up doesn't have to come down but often checks back. - Tax season is here a few friendly reminders - Guest Paul Barron The

TDI Podcast: One Sided (#859)
March 10, 2024

Markets moving pros thinking about hedging - March is here and thinking about consolidation potential - AI hype continues and continues - This week's guest is Thomas Thornton - Hedge Fund Telemetry

TDI Podcast: Tool Sharpening (#858)
March 03, 2024

Education and implementation of investing techniques. - In this episode, we discuss the important aspects investing, best execution and enhancements to a really cool trading platform. - This episode'

TDI Podcast: An Options Primer (#857)
February 25, 2024

No stopping a speeding freight train - A rising tide raises all CHIPS and boy did they rise - Inflation still an issue and the Fed trying to talk markets down (Not working) - Guest: Larry McMillan t