The Disciplined Investor
Latest Episodes
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
TDI Podcast: More Gains to Come? (#845)
SHAZAAM! A November to Remember! - Powell tries to talk markets down not happening. - Yields and the USD collapse good news for risk assets. - And a look back at an amazing month . - Info Here
TDI Podcast: The Replay (#844)
Recap from the H&C Client Webinar. - Q&A as well as a look back and look ahead. - What's in Store for 2024? - Client Webinar Recap What is Driving Markets Federal Reserve Remains Restrictive
TDI Podcast: Flow with Curzio (#843)
Govy shutdown but who cares anyway? - Moodys does rating watch to negative. - Inflation holds markets go vertical - Short holiday weeks and then into the end of the year.. - Guest Frank Curzi
TDI Podcast: Thrust and Trend Update (#842)
Rates Dip, Oil Dips, Stocks Hold - Banks under pressure again what is the problem now? - Analysts cutting estimates at fastest pace since when? And out guestTom McClellan, editor of the McClellan M
TDI Podcast: An Investment Carol (#841)
How would you like a big inheritance in the future? An Investment Carol - Climbing a wall of worry as Powell tweaks commentary. - Earnings season looks like going to be back to earnings growth Say
TDI Podcast: DiMartino’s Hail Mary (#840)
Only one sector up for the month it will surprise you. - GDP is what? Who says the economy is slowing? - Margins and earnings a look inside. - And our guest this week - Danielle Dimartino Booth -
TDI Podcast: Ross Gerber Airs It Out (#839)
What exactly is AI and how is it transformational? - Where are markets going and why does the Fed want the economy to break? - Our guest, Ross Gerber is naming names in the AI and Tech space that he l
TDI Podcast: Funding Sustainable Bubbles (#838)
Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all. - Conflict in the Middle East drives oil up - Hot CPI and PPI squash bonds. - Sustainability and bubbles ar