The Disciplined Investor
Latest Episodes
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
TDI Podcast: Navigating Discipline (#828)
The USA debt rating is CUT! - Most earnings are out and we have the results. - Weekly oil inventories largest draw-down EVER! - Guest Cullen Roch founder of Discipline Funds, helps us navigate ris
TDI Podcast: Silent Barks (#827)
Bank of Japan spooks investors. - DJIA breaks it winning streak - almost had the all-time record. - News to use, valuations to value. - Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA) - Da
TDI Podcast: Tech Washing (#826)
The AI tech wash is getting old. - Earnings in and so far, no surprises. One sell off day in a sea of buying. - A recap of my discussion with Goldman Sachs. Check this out and find out more at: http:/
TDI Podcast: A High Bar (#825)
Its that time again earnings season is upon us. - Markets in a new bull run getting a little frothy though... - Inflation is Only 3% Now but that is against the high watermark and our guest, Pat
TDI Podcast: ReZ-ILL-Yence (#824)
Rates spike to decade long highs. The employment reports provide mixed messages. - Resilient that is the name of the game - And a look back in order to look forward. Check this out and find out mor
TDI Podcast: Ignore It All (#823)
June is over in the books now the summer is finally here. - Back to that question Is this a new Bull market? We have some more info to discuss. - NASDAQ 100 best 6 month start in decades! - And
TDI Podcast: Seasonality with Curzio (#822)
June coming to a close and what an interesting month it has been. - Crypto coming under pressure SEC is making moves. - Inflation kicking up again around the world wondering about US numbers. - An
TDI Podcast: Checkmate (#821)
A pause or a maybe skip is what the Fed has ordered. - Coming in hawkish and market is spooked...for about 10 minutes. - New highs driven by you guessed it the Mega Caps. - A question answered: Are