The Disciplined Investor
Latest Episodes
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
TDI Podcast: False Certainties (#837)
The all important employment report and what happened after. - Treasury Yields go parabolic as political upheaval and a new shutdown countdown starts. - Guest, Dr. Richard Smith AKA The Doctor of
TDI Podcast: Reputational Risk (#836)
Markets digesting impacts of a government shutdown - Moodys warns US about its credit rating. - Stocks stick to the program seasonal trends hold. - Wondering are strikes the new inflationary thor
TDI Podcast: Yentervention (#835)
Some old adages work Sell Rosh Hashana But what about Buying Yom Kippur? - Market Sell-Off deepens as the Fed grows more hawkish. - Some Buying opportunities emerging - Our guest Chris Vecchio
TDI Podcast: Energy Transitions (#834)
CPI Hot PPI Hot but markets shrug it off. - ECB raised rates 0.25% in a semi-surprising move. - Blackout period continues for the Fed ahead of next weeks rate meeting what a relief. - And our g
TDI Podcast: Dow Theory and Trends (#833)
The squirmy squirrelly market continues - China finally figured it out not pretty - Oil up, stocks down, dollar up, VIX down just around 13 Complacency? - And out Guest, Manual Blay The Dow T
TDI Podcast: Cyber Trading U (#832)
Unemployment rate is up. - Oil is Up. Stocks are Up!! - Yields are up too! - Guest- Fausto Pugliese - Cyber Trading University - Fausto Pugliese was an original SOES Bandit day traders in the early
TDI Podcast: Bad IRA Advice (#831)
Squirrely market conditions continue and its just getting started - Deadline October 1st Another political drama brewing... - An inside look at terrible investing idea involving variable annuities
TDI Podcast: The Ozempic Economy (#830)
Market action is going from bad to worse. - Wondering about inflation yes inflation. - Another government shutdown looms what happens next? - And our guest Ed Easterling of Crestmont Research -
TDI Podcast: Silver Linings (#829)
48 hours in Nashville. - Mega-Caps puke up some of the recent gains - then try for a little run. - Potential for reflation watch for that word Not seeing and significant drop in CPI. - Our Guest t