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The Disciplined Investor

Markets and Investing

Investment Disciplines and Timely Advice.

Investment Disciplines and Timely Advice.


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Investment Disciplines and Timely Advice.




TDI Podcast: Monkeys in Suits (#663)

Markets remain resilient against a backdrop of bad news, governments signal they have our backs. New geopolitical tensions arising and the shape of the recovery is in question…. We also discuss how to watch out for bad deals and brokers that push what is their best interest – not always yours. Follow @andrewhorowitz Looking for […]


TDI Podcast: Doing The Hokey Pokey (#662)

When Is the right time to get back in? This is a question that has come up several times this week. Seed the portfolio, one foot in and one foot out – a discussion on “how to get back in” with practical steps and a plan. Plus: Markets end the week in the red, the […]


TDI Podcast: Who, What and YCharts (#661)

Sean Brown, CEO of YCharts is our guest this episode and we get some insights into the research process. We also discuss the disconnect with economics and markets, the outlook for earnings and what the future may hold. Sean Brown is the CEO and President of YCharts, an investment research platform that enables smarter investments, […]


TDI Podcast: Check That Box! (#660)

Big caps down – small caps up. The grand re-opening experiment begins – looking at this as a potential “sell the news” event. A focus on the weakest link in your portfolio and what boxes need to be checked for the rally to continue. An Update on the Weekly Pop-Up Q&A Webinars and listener questions […]


TDI Podcast: The Dirty Little Secret (#659)

Crude Oil – Makes a historic move as markets end a down week on an upbeat note. States opening back up – the dirty secret of why this is happening. A look back at a week packed full of audio and video along with the outlook for economic and earnings on the week to come. […]


TDI Podcast: Disciplined Selling Decisions (#658)

Noland Langford, founder of Left Brain Research is our guest this week. Talking about fundamental analysis in a time that there is no quantifiable earnings outlook. Getting your head straight when it is tough to know what day it is. Plus – thinking of selling? Some tips on how to identify those stocks that can […]


TDI Podcast: Sobering Insights From DAS (#657)

After a long hiatus, Satyajit Das is back to discuss the outlook for the global economy after the forced shutdown. We cover the gamut of economic and social implementations related to the virus and what the world looks like on the other side of this event – PSVD (Post Virus Stress Disorder) PLUS: Listener questions […]


TDI Podcast: The Lowdown On The CARES Act (#656)

Free Money for Everyone! Historic employment numbers rattle markets. And our guest today…Noted Author and Tax Litigation Specialist – Dan Pilla – as we dig into the CARES act. Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit” and his latest book “Dan Pilla’s […]


TDI Podcast: Verklempt With A Side of AI (#655)

Daniel Faggella, Founder and Head of Research at Emerj Artificial Intelligence is our guest this week. Topics range from AI’s potential to the current application in the world of finance. There is too much going on to squeeze it all into one show as markets are shredding portfolios – but we try! First up: The […]


TDI Podcast: Investment Microdosing (#654)

Allison Ostrander and Vitaliy Katsenelson are our guests today. We cover risk and hedging strategies as well as the current market conditions. Options and trading are discussed with Allison, while we take a close look at why Vitaliy sees these as exciting times for value investors. His plan, approach and outlook. Going from bad to […]


TDI Podcast: Curzio on The Records (#653)

It is the worst week for stocks since the 2008 financial crisis. Records made on the up- and downside. Recession worries are here again. Bond spreads blow out as as forced and panic selling sets in. Frank Curzio is our guest today – getting into the potential fallout and outlook from the sudden stop related […]


TDI Podcast: The DuckDaddy Mindset (#652)

An enormous week of volatility – as the VIX hits 54 before closing at 42. 24/7 Coronavirus coverage by media is spooking investors. Oil and equities taking body blows as bonds yields hit record lows. AND – we dig into a recent iTunes review by DuckDaddyD… Follow @andrewhorowitz The Barron Report Podcast – See Andrew’s […]


TDI Podcast: Market Pros Weigh In (#651)

Tom McClellan and Sarah Potter are our guests for this episode. After a historic week for markets, a fresh perspective on hedging risk, market indicators and what to look for in a meaningful bottom are our topics of discussion. We also focus in on why the CoronaVirus may continue to be a problem for markets […]


TDI Podcast: A Crude Reality (#650)

Matt Smith of ClipperData is out guest on this week’s episode. A really informative discussion on the energy complex. Markets Starting to Get worried – Bonds kick into high gear and more bad news on the Coronavirus. Plenty of interesting topics to tackle this week. Matt Smith is a Director of Commodity Research at ClipperData. […]


TDI Podcast: Lesson Learned (#649)

New proposal floated to incentivize stock purchases and stocks rally because – well, stocks rally! Consumer debt hits all-time high – we are now living in the upside down. A sneak peak at a special announcement. Plus listener questions – one specific to the idea of “holding on too long – no trading plan”. […]


TDI Podcast: Sudden Stop (#648)

What happens when an economy grinds to a halt like we are seeing with China? We explore a great Barron’s Roundtable interview with Mohamed El-Erian from this weekend. There are some great insights within this discussion. Plus listener questions – one specific to the idea of “price discovery”. Follow @andrewhorowitz Looking for style diversification? […]


TDI Podcast: Markets Catching A Cold (#647)

The potential for a global pandemic is creating quite a stir with markets. We dig down into some strategies and past events that had similar characteristics. We were destined for a correction, but is this the catalyst that will remove some of the froth that has built up? Plus a listener question about the REPO […]


TDI Podcast: Alpha Quest (#646)

Clare Flynn Levy, CEO of Essentia Analytics explains best practices for achieving alpha. We explore indexing, passive and active investing. Habits – especially bad ones can be changed as long as we have prompts and knowledge of our investing process. We also cover markets, news and updates on the week. Prior to founding Essentia, Clare […]


TDI Podcast: Left Brain Research (#645)

Noland Langford, founder of Left Brain Research is our guest this week. We get right into questions about conflict of interest and then move on to the topic of fundamental analysis. This episode starts with a quick recap of the week as well as a look at the newly signed trade deal. Plenty of great […]


TDI Podcast: Buffing Up on Defined Outcomes (#644)

Earnings Season is right around the corner and we are looking to see if expectations will meet reality. The unstoppable stock market keeps on rallying even as tensions in the Middle East continue to simmer. At the same time, we are waiting for the Phase 1 Trade Deal to be signed this coming week. PLUS […]