The Disciplined Investor

The Disciplined Investor


Latest Episodes

TDI Podcast: Inside Wall Street’s Secrets (#776)
August 07, 2022

Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it! - STONKS - are they back? - Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech

TDI Podcast: Economic Theater (#775)
July 31, 2022

Stocks rally into Fed – and then blasted higher on a dovish take on Powell. - Tech earnings – looking pretty good – well, better than expected. - Bond yield tumble, the USD heads lower and asking abou

TDI Podcast: Penguins and Ostriches (#774)
July 24, 2022

The penguins are leading the charge - talking us into recession. Markets react and what are you doing? Not looking at your statements? Sticking your head in the sand? - So many opportunities - let's f

TDI Podcast: Soul in The Game (#773)
July 09, 2022

Vitaliy Katsenelson is this week's guest. - We talk about the essence of life and how to gain purpose and meaning. - New book alert! Soul in the game... Vitaliy Katsenelson was born and raised in Murm

TDI Podcast: Policy Mistake @100% (#772)
June 26, 2022

Finally, an up week for markets – but still squirrelly. - Oil Down, commodities down, VIX hanging under 30. - Gas tax holiday announced and other bad ideas coming your way - Guest, Fed Insider Daniell

TDI Podcast: Second Level Thinking (#771)
June 19, 2022

Trial balloons, leaks and 75 basis points. - Central banks are in a tizzy – market gyrations making me dizzy. - Key Reversal Indicator – would you look at that! And, a review of current economic condi

TDI Podcast: No DIY Haircuts! (#770)
June 12, 2022

Haircuts – why you don’t do them yourself. - Two trends that will benefit from high inflation and why billions of $$ will start flowing into Bitcoin. - Frank Curzio is our guest and he is talking abou

TDI Podcast: The Invisible Hand Part 2 (#769)
June 05, 2022

Inflation starts to abate - for now. - Markets moving in wild course - only in bear markets. But, is that about to stabilize? - A best of episode of Andrew's rants, concerns and issues with the Fed he

TDI Podcast: Prioritize The Process (#768)
May 29, 2022

VIX hanging below 30 – interesting with this much daily pain over the past weeks. - Rates on 10yr backing up – just as we thought - now look at them! - Markets may be poised for a contra-trend move he

TDI Podcast: A Very Special (#767)
May 22, 2022

This is a first! We are rebroadcasting this recent Client Webinar/Update. So much information that needs to be shared and great Q&A session. - Getting over a non-covid flu or something - kicking my bu