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The Disciplined Investor

  1. 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. […]

  2. 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 […]

  3. 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 […]

  4. 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 […]

  5. 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, […]

  6. 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 […]

  7. 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 […]

  8. 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 […]

  9. 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 […]

  10. 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 […]

  11. 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 […]

  12. 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 […]

  13. TDI Podcast: FinTech Tête-à-Tête – Part 4 (#566)2018/06/12
    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 4 of the series), we chat with Chief Technology Officer, Tom Eck […]

  14. TDI Podcast: FinTech Tête-à-Tête – Part 3 (#565)2018/06/08
    It gets more interesting as we go! Direct from the 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 3 of the series), we chat with the President […]

  15. TDI Podcast: FinTech Tête-à-Tête – Part 2 (#564)2018/06/06
    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 2 of the series), we chat with Tech Columnist Theresa Carey and […]

  16. TDI Podcast: FinTech Tête-à-Tête – Part 1 (#563)2018/06/02
    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. In this special episode (part 1 of the series), we chat with JJ Kinahan of TD Ameritrade and Tradingview’s Stan Bokov. Make sure to visit […]

  17. TDI Podcast: Entertain Me, Teach Me (#562)2018/05/27
    Double the guests, quadruple the insights. We begin with talking cryptocurrency trading with Taylor Letterman of Simpler Trading. Taylor provides some wonderful insights about this fast moving area of finance. Howard Lindzon comes with thoughts about swimming with Great White sharks and building networks. Plus a look at what he sees as some of the […]

  18. TDI Podcast: Hedgeye’s Keith McCullough (#561)2018/05/20
    Guest Keith McCullough digs deep into some of the more important market moving information that is available. We discuss macro tourism, moving average monkeys, key macro models that Hedgeye uses in their analysis. Plus, a look back on the week and what is ahead. AND, a quick update on Andrew’s recent trip to NY for […]

  19. TDI Podcast: PJ Gorynski – The Survey Master (#560)2018/05/13
    Guest PJ Gorynski of Bespoke Market Intelligence explains how specialized surveys are used to better understand investor and market sentiment. We take a look at some of his findings related to the newly announce Facebook (FB) dating service that was recently announced. How will that impact Match (MTCH) and other dating apps? We start this […]

  20. TDI Podcast: The Height of Hubris (#559)2018/05/06
    After listening to the latest conference call from Tesla (TSLA), many questions need to be answered. It seems that there is a good amount of protesting going on with a short temper toward analysts and little patience. Is this the height of hubris? Markets still in a consolidation in a longer bull/uptrend, and an intermediate […]

  21. TDI Podcast: Well Seasoned Finance (#558)2018/04/29
    An deluge of earnings that looked wonderful on the print, but not so great in price action afterwards. Two great guests this week as we look into seasonal trends with Dimitri Speck, founder of Seasonax as well as the latest trends for Fintech with Jason Raznick of Benzingah. Follow @andrewhorowitz More information available on Horowitz […]

  22. TDI Podcast: Two For The Money – Crosby and Seymour (#557)2018/04/22
    This week we have two great guests. First up is Daniel Crosby with a discussion about the embedded psychology of investing. We cover reasons why investors make decisions and how a shift in mental attitude can help with profits. Herd mentality and group think are important to understand to gain an edge. Tim Seymour from […]

  23. TDI Podcast: Crossing Wall Street with Eddy Elfenbein (#556)2018/04/15
    First time guest, Eddy Elfenbein is dedicated to a bottom’s up approach when researching stocks. While many investors are all about a momentum, top down approach, Eddy explains his strategy and how that has helped him with some great long-term performance. Markets stage a comeback for the week, Missiles fired on Syria in symbolic hand-slap […]

  24. TDI Podcast: Hedging and Trade Wars (#555)2018/04/08
    Tough tariff talk tanks markets. Many listeners have asked what they should do at this point. Hedge, sell, buy or what? In this episode we try to give some practical advice on these questions. Economics look strong, earnings are supposed to be solid, but what are the technical conditions telling us? Plus, a look into […]

  25. TDI Podcast: Adapting to Market Conditions (#554)2018/04/01
    End of month and the end of the first quarter. Markets have been zigging and zagging with a significant leadership change to boot. What happened and where do we go from here? Headline risk could be as high as it has ever been and that has brought a clear shift in sentiment. As investors, we […]

The Disciplined Investor
http://thedisciplinedinvestor.com/blog
Investment Disciplines and Timely Advice.

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