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  1. TDI Podcast: No More Leeway (#591)2018/12/09
    So much for seasonality…. DJIA gives back all of last week’s cheer. There are frantic yield inversion worries And Listener Questions… Plus, a look at some of the reasons that markets continue to be in sell-the-rip mode. Link to Passive vs. Active Investing Report Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (SPY), (IWM), (QQQ)

  2. TDI Podcast: American Business Exceptionalism (#590)2018/12/02
    Our guest, Arthur Herman shares some incredible stories of success that evolved through a quasi public/private partnership – before and during WW2. Business leaders across all sectors came together with one mind, one goal – win the war. Which business leaders today could be in line to help provide that kind of participate in the […]

  3. TDI Podcast: Disorderly Conduct (#589)2018/11/25
    There are several indications that last week’s market action was rather disorderly. A bit of panic selling seen on the opens and that may lead to some interesting opportunities. A look at the TRIN and Put/Call Ratio indicators – and what they are telling us. Plenty of listener questions and a book giveaway. Link to […]

  4. TDI Podcast: Curzio Discussing SumAhParts (#588)2018/11/18
    Frank Curzio explains that there is a special phrase that analysts use that should send investors running for to the doors. We discuss the the troubles facing big-box retail and the outlook for the economy. Plus we take up the topic again of how tariffs can impact companies, both domestic and international . Frank Curzio […]

  5. TDI Podcast: Technically Challenged (#587)2018/11/11
    In this episode, we take a look at some of the internals that make up the technical levels for markets. Inflation is heating up, the Fed is staying the course – investors are getting worried. Stocks to watch, the outlook for 2018/2019 and listener questions. Follow @andrewhorowitz Stocks mentioned in this episode: (SPY), (IWM), (PCE), […]

  6. TDI Podcast: Holiday Gifts from The Fed Cancelled (#586)2018/11/04
    A big rebound – many want to know if this is for real. Apple (AAPL) tanks, trade talks gone wild and a look at “GooBad” news. This week’s guest, Danielle DiMartino Booth tells us why she is no longer on the Fed’s holiday card list. Danielle DiMartino Booth is CEO and Director of Intelligence for […]

  7. TDI Podcast: A Deep Dive and Statistical Anomalies (#585)2018/10/28
    Trillions lost and key market indices are now in the red for the year. Earnings have been mixed but still decent growth overall. However, investors are focused on the outlook that is not as bright as was hoped for. Plus, we take a take a look at some interesting statistical rarities within the markets and […]

  8. TDI Podcast: The Good, Bad and Lazy (#584)2018/10/22
    There was mixed news for markets this week. Economic reports are still generally positive, but sentiment appears to have soured. In this episode we take a look at the current market structure compared to a historical analog that may be a pattern to watch. Here is the simple truth: there are no magical shortcuts – […]

  9. TDI Podcast: Fact-O-Pinions (#583)2018/10/14
    Markets hit a sinkhole. We discuss the ramifications and what investors should be considering. There are many facts being presented on the subject and so many more opinions – we try to sift through these to make heads or tails of it all. Also, we take some time to discuss the political divide that has […]

  10. TDI Podcast: Reformulating GICS and Taxing Matters (#582)2018/10/07
    Daniel Prince of Blackrock explains the latest changes in the Global Industry Classification Standards (GICS) – and how these may impact your investments and your investment process. Then, Patrick Camuso, CPA provides some great insights and tips for making smart tax moves by the end of the year. Plus a quick overview of the week […]

  11. TDI Podcast: You Get What You Pay For (#581)2018/09/30
    Looking at the latest news may not be in your best interest as an investor. Stay focused and remove distractions. A look at the value potential for Tesla (TSLA) if Elon Musk is removed as CEO. Plus, a sneak peak at the study we are in the process of completing regarding the benefits of active […]

  12. TDI Podcast: ‘Tis The Seasonality (#580)2018/09/23
    This week’s guest, Christoph Zenk – of Seasonax explains how seasonal trends can help investors with entry and exit timing. The newly created Seasonax App is a really cool and useful tool for uncovering important trends that were once very difficult to find. We explore an some interesting patterns and one specifically related to Apple […]

  13. TDI Podcast: The Amer-Nomadic Dream (#579)2018/09/16
    An up week after a down week, new tariffs on top of old tariffs and a twist on the American Dream. Our guest this week, Kathy Fettke – Author and founder of the Real Wealth Network, shows us where the opportunities are with real estate investing and how to get educated on the topic. Plus, […]

  14. TDI Podcast: The Robots are Coming with John Pugliano (#578)2018/09/09
    Guest, John Pugliano has written a provocative book that takes a look at the world in which robots are coming for our jobs. He identifies robot-proof careers and illustrates some investment opportunities within the landscape. In this episode we also look at the latest economic reports and how that may be signalling additional rate hikes. […]

  15. TDI Podcast: The “R” Word with Frank Curzio (#577)2018/09/02
    If there is anything that is constant – it is Frank’s ability to cut through the noise and provide some grounded views. We get back to the potential impact of tariffs on the economy, the potential for a recession and several names that he believes have some opportunity. We start with some of the important […]

  16. TDI Podcast: Positive Feedback Loops (#576)2018/08/26
    Stocks seem impervious to bad news. Investors are squarely focused on the positive economic and underpinnings that have been driving markets higher. In this episode we discuss what to look for if economic conditions change and investor sentiment sours. More importantly, how not to get ahead of any potential downturn that appears possible at the […]

  17. TDI Podcast: Adventures in Asia (#575)2018/08/18
    Back from vacay and there are stories to tell. Plenty of interesting findings in South Korea and Shanghai – and find out about the stinky tofu we “enjoyed”. There are big questions that need to be answered regarding the potential for more contagion from the recent meltdown in emerging market currencies. Where do we go […]

  18. TDI Podcast: Stranger bitThings with Chris DeRose (#574)2018/08/05
    Chris DeRose gives us a high level look into the appeal of cryptocurrencies. No, this is not a “BUY/SELL” discussion. Rather it is a look into the strange, and often upside down world of cryptocurrency. ICOs, trading, arbitrage and psychology are all areas we dig into in this episode – Not to be missed. Plus, […]

  19. TDI Podcast: Dr. Kevin Doxzen on CRISPR (#573)2018/07/29
    Dr. Kevin Doxzen provides deep knowledge into the cutting edge biotech area of CRISPR. We focus on the potential, morality and opportunities. In this episode, we find out why ignorance is no longer bliss. Confirmation bias has been elevated with the fake-news brainwashing that has been firmly seeded. Specifically, the clear signals that were provided […]

  20. TDI Podcast: The Pull-Forward Theory Explained (#572)2018/07/23
    The potential for a currency war is heating up, the Fed’s independence is threatened and new tariffs are proposed – just in the last few days! Listener questions are answered, the Pull-Forward Theory explained and some thoughts on sectors that could benefit from a falling dollar. A look back at the week’s important news, some […]

  21. TDI Podcast: Banging Heads with Curzio (#571)2018/07/14
    Frank Curzio lays out his case on why tariffs are not so bad – this is an area we disagree. Plus we take a look at what is working in this market, a few stock spicks, the outlook and some additional areas to consider. A look back at the week’s important news, some insight into […]

  22. TDI Podcast : A New Twist on Seasonality Charts (#570)2018/07/08
    After a holiday shortened week, markets shook off any concerns about tariffs and focused on the continuing strength in the U.S. economy. In this episode, we discuss the importance of the current yield curve and how that may predict economic activity out a few years. We also take a look at a different set of […]

  23. TDI Podcast: Keeping It Simple (#569)2018/07/02
    Back to the regularly scheduled programing! After a few weeks with some the best talent in the area of FinTech, we get back to basics – covering futures, commodities and currencies with Raghee Horner of Simpler Trading. We also take a look at what is going on with oil, the markets and the global financial […]

  24. TDI Podcast: FinTech Tête-à-Tête – Part 6 (#568)2018/06/17
    Another round of discussions direct from he Benzinga Fintech Awards Conference in New York. We had the opportunity to sit down and talk with some of the leading experts and visionaries in the industry during out time there. In this special episode (part 6 of the series), we chat with Michael Batnick from Ritholtz Wealth […]

  25. TDI Podcast: FinTech Tête-à-Tête – Part 5 (#567)2018/06/14
    Another round of discussions direct from he Benzinga Fintech Awards Conference in New York. We had the opportunity to sit down and talk with some of the leading experts and visionaries in the industry during out time there. In this special episode (part 5 of the series), we chat with the Founder of HitTheBid.com, Kenny […]

The Disciplined Investor
Investment Disciplines and Timely Advice.

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