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  1. TDI Podcast: The Low-Down on the Low-Dow (#592)2018/12/16
    In this episode we take a look at some of the software, research and news that I use on a regular basis. In addition, reflections on what we have accomplished with the show this year and some thoughts our commitment to continue producing great content. When is the time to start thinking about entering back […]
  2. DHUnplugged #434: Odious2018/12/12
    Extreme volatility as investors go from euphoria to hysteria – all in a matter of hours. Headlines continue to come fast and furious creating a minefield for investors. As the end of the year approaches, will that sought after rally take hold? Plus – the 2018 DH CTP Cup is announced. ; See this week’s […]
  3. 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)
  4. DHUnplugged #433: Dead Cred2018/12/05
    The yield curve is collapsing. This could be something important to watch as the 2/10’s are on a path to invert. Plenty of conjecture over what really happened at the G-20 meeting – we get to the bottom it. Plus, a look at the hottest scam that is raking in lots of money from unsuspecting […]
  5. 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 […]
  6. 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 […]
  7. DHUnplugged #432: TanksGiving2018/11/21
    End of year warm-up for Closest to The Pin announced. A look into year-end holiday spending. Crude oil is in focus again and a peek at the cryptocurrency space. The new craze of living in a PodPartment is really interesting – we have a sample floor-plan to discuss. Plus – What JCD is not writing […]
  8. 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 […]
  9. DHUnplugged #431: The Comeuppance2018/11/14
    There are plenty of reasons for buyers to be stepping away. Social media and other companies that have been preying on customers are finally getting their comeuppance. Oil falls below $58 per barrel and much more discussed in this episode. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz […]
  10. 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), […]
  11. DHUnplugged #430: Election Direction2018/11/07
    Plenty of experts debating on the direction of the markets post mid-term elections. We take a look at some potential outcomes. A quick market update and some interesting insights. Plus – Apple’s earnings, economics, HQ2 and more discussed in this episode. See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew […]
  12. 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 […]
  13. 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 […]
  14. 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 […]
  15. 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 […]
  16. 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, […]
  17. 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 […]
  18. 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 – […]
  19. 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 – […]
  20. 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 […]
  21. 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 […]
  22. 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 […]
  23. 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 […]
  24. 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 […]
  25. 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 […]
The Disciplined Investor
Investment Disciplines and Timely Advice.

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