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The Disciplined Investor (Business)

  1. 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 […]
  2. DHUnplugged #429: HalloWeenieMarkets2018/10/31
    October is known for scary things. But this market selloff is really starting to unnerve investors. Plenty of spooky headlines are leading the way causing some panic and disorderly selling. We find some interesting statistical anomalies that may be pointing to an oversold level worthy of buying. Plus a look at some of the recent […]
  3. Passive Investing: Some Flies in The Ointment2018/10/29
    The Debate Continues: Passive or Active for Fixed Income? Over the years, there has been a robust and healthy debate within the investment community focused on the benefits of passive vs. active investing. Historically we have taken the position that, within the fixed income space, active strategies are generally the preferred method to gain asset […]
  4. 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 […]
  5. H&C Economic Commentary – 4th Quarter 20182018/10/24
    Cycles Pulled Forward Bullish U.S. Cycle “History doesn’t repeat itself but it often rhymes“ – Mark Twain Cycles are an economic reality. Sometimes they are short, sometimes they extend a bit longer than expected. But, more often than not, it is the same story that we see play out time and time again. For example, […]
  6. DHUnplugged #428: Painful Probing2018/10/24
    Sellers have emerged with a vengeance over the past couple of weeks. Earnings are spotty and there was clearly a bit too much exuberance going into this quarter. Yet, after a very poor opening, buyers started to nibble and that helped to rescue markets on Tuesday. What lies ahead? We cover the latest earnings, outlook […]
  7. 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 – […]
  8. DHUnplugged #427: Sinkhole2018/10/17
    Markets have seen a pronounced change in appetite for risk over the past couple of weeks. With earnings season now beginning, will that change? Beneath the markets there has been a good amount of carnage that has create a cavity that was open and ready for sellers to step into. A sinkhole of sorts – […]
  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. DHUnplugged #426: Bull/Bear Cage-Fight2018/10/10
    Rates are rising and equity markets are not too keen on that. The good news is getting too good and that is setting up expectations for more rate hikes to come. China adds stimulus in the form of lower reserve requirements, but after a elongated holiday they close down toward the lows. Earnings season is […]
  11. 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 […]
  12. DHUnplugged #425: TriggerFree Jazzy Hands2018/10/03
    Trade dispute with Canada appears to be resolved and markets respond positively. Oil prices continue to surge and Fed continues to ratchet rates higher. News on the employment picture are coming that will give us one more piece of evidence about the direction for the economy. Plus, a new Closest to the Pin is announced […]
  13. 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 […]
  14. DHUnplugged #424: The Trade Kerfuffle2018/09/26
    What to call it? If it looks like a trade-war, swims like a trade-war, and quacks like a trade-war, then it probably is a trade-war. But call it what you will…. Plenty of M&A news this week and an update on the never-ending buybacks that are helping to support markets. The latest on the Hindenburg […]
  15. 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 […]
  16. 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, […]
  17. DHUnplugged #423: Storm Approaching2018/09/12
    Hurricane Florence is on her way to the east coast of the U.S. A storm is also starting to build within the fixed income arena that will be explored. Plus – a look at the latest economic reports and stocks to watch. ; See this week’s stock picks HERE Follow John C. Dvorak on Twitter […]
  18. 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. […]
  19. DHUnplugged #422: Burning Down Da’ Shoes2018/09/05
    Emerging markets are still under pressure while the U.S. is a bright spot. New Nike ad gets under the skin of many and they are burning their shoes in response. Plus – a look at some interesting news and a few stock ideas. Plus an update on the Closest to The Pin for Canopy Growth […]
  20. 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 […]
  21. DHUnpplugged #421: Consume With Confidence2018/08/29
    Consumer confidence has hit a high not seen since October 2000. With more money in their paychecks from the recent tax cuts, people are back spending again. Markets hitting all-time highs as trade tensions dissipate.421 President Trump has some new political headwinds as some close allies have found themselves in hot water. Plus a new […]
  22. 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 […]
  23. DHUnplugged #420: The Big Weed Show2018/08/22
    It’s show 420 and we are covering more than markets. Yes, a special section discussing the latest weed news and some stocks to watch. Insights into the recent moves in currencies, crypto and a few odd stories that need to be reviewed. Of course we will also cover economics and other important market moving items […]
  24. 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 […]
  25. DHUnplugged #419: Tweet Magic Secured2018/08/15
    Some sideways action and churn in markets as investors digest the latest from around the world. The Turkish Lira takes a dive, now down 80% against the U.S. Dollar in 2018. With earnings season behind us, the next focal point will be how the Fed’s tightening program may be causing markets to seize up out […]
The Disciplined Investor
Investment Disciplines and Timely Advice.

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