The Disciplined Investor
Latest Episodes
TDI Podcast: Curzio’s Snappy Idea (#855)
A banking crisis brewing? Say it aint so - Feds trying to talk down rate cuts Powell on 60 Minutes - Looking like a pullback could be in the cards - Guest, Frank Curzio Curzio Research - -
TDI Podcast: McClellan’s Tidal Forces (#854)
January is in the books and the results are mixed. - The Fed gives and takes away No cuts on the table just yet. - Plenty of tech news this week - Earnings and more earnings. - And our guest this
TDI Podcast: PermaBear Knight (#853)
US Economy humming along better than expected but calls for rate cuts continue. - Is this the Year for Foreign? Not so fast says markets. - Bitcoin post ETF blues. - This week's guest - Tim Knig
TDI Podcast: Ai-Ai-O (852)
And on that server farm there was a chip - Ai-Ai-O - Guests John Pugliano and Danielle Dimartino Booth are this week's guest - talking about the only two things that seem to matter - The Fed and Ai. F
TDI Podcast: Opportunistic Value (#851)
CPI ticks up PPI ticks down never a dull moment. Earnings season is here Banks reported and most hit the skids. - Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened
TDI Podcast: Skate To The Puck (#850)
Conflicting Data but absolute certainty. - What was in is out a rotation at the start of the year. - The 10-year Treasury tops 4% - for a moment looking like a key resistance point. - And our gu
TDI Podcast: Parade of Guests 2023 (1)
So many guests, such great insights - another year down and so much more ahead. - Listen to some of the "Best Of" guests - Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Razni
TDI Podcast: Success with Dress (#848)
Late day drop then next day pop. - Blame it on option traders they say... - All about year end positioning. - Our Guest Brian Dress -Left Brain Research. - Brian has 15 years experience in the in
TDI Podcast: Meb Faber (#847)
And all of a sudden a Pivot and a rally to boot! - The 10 year treasury is now sub 4%. - Oil hit technical support, bounces then stalls. - Some thoughts on what is next with our guest today Meb
TDI Podcast: Crosby on Liquid Happiness (#846)
Consumers and investors are in the holiday mood. - Goldilocks may be in the house - Thinking about your brain on finance... A great topic to discuss with our Guest Dr. Daniel Crosby - Chief Behavior