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The Disciplined Investor

Markets and Investing

The Disciplined Investor Podcast

The Disciplined Investor Podcast

Location:

United States

Description:

The Disciplined Investor Podcast

Language:

English


Episodes

TDI Podcast: Storm of Miserables (#792)

11/27/2022
Oil – prices nosedive after OPEC increases production. Short Week – gearing up for Black Friday and Cyber Monday Deals. The fallout from FTX keeps coming – Going to take years to unwind. and out gueest - David Akerman, Chief Compliance Officer for MobileCoin. He answers the question: Why should I care about cryptocurrencies? David Ackerman, Esq. is an attorney in the United States and global compliance executive with over 15 years experience fighting financial crime, fraud, and terrorism...

Duration:00:54:34

TDI Podcast: Kids Playing With Matches (#791)

11/20/2022
Here’s some advice – don’t let kids play with matches…! Builders are feeling the pain – rates only going higher. Jeremy Siegel – predicting the bottom and a pause. Hmmmmmm Divergence – economic reality and execution – the tale of two stocks. Check this and find Out More At: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info -...

Duration:00:41:30

TDI Podcast: House of Coins (#790)

11/13/2022
Crypto Meltdown – was a long time coming and I have a few things to say about this! The Mid Terms – what happened there? CPI dips and markets RIP. Earnings outlook dims. Lots more .... Find Out More At: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (LYFT),...

Duration:00:44:47

TDI Podcast: Crash Landing with Curzio (#789)

11/6/2022
Guest: Frank Curzio - a listener favorite is in the house. Markets got faked out - the Fed remains on a rate hike rampage. Frank tells us what he sees the future is going to look like if earnings come down and multiples move to a "normal" level? AND, how to play the potential for a stock market move lover. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his...

Duration:00:58:02

TDI Podcast: Value Proposition (#788)

10/29/2022
Hot Rates back up – after hints that the Fed may chill-out. Earnings – oofah – some pretty bad reaction to Mega-caps. Meta/Amazon/Google– Just brutal – but perhaps deserving. Listing the winners of the book giveaway! Covering the upcoming economics and the upcoming FOMC meeting.(OS) Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this...

Duration:00:42:12

TDI Podcast: The Roots are Solid (#787)

10/23/2022
Yen crashes, yields spike! In response, the Fed launches a trial balloon on Friday. Earnings season providing mixed results, waiting for the "big boys" next week. Listen to the complete "H&C Webinar" from this week - plenty of great insight - discussing how the roots are still solid, even though a bad storm just blew through markets. -> Check out the Slides to the Webinar Presentation Using this LINK Looking for style diversification? More information on the TDI Managed Growth Strategy -...

Duration:01:33:25

TDI Podcast: Danielle DiMartino Booth (#786)

10/16/2022
In the episode, breaking the Fed Put is something we consider. Unchecked, unlimited power has us thinking that something needs to change. But, policy paralysis continues. The FrankeFed experiment and a look inside what actually goes in within the walls of the Federal Reserve with our guest, Danielle DiMartino Booth. As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build...

Duration:00:50:28

TDI Podcast: FU to FUD (#785)

10/9/2022
What a rally to start the week – then came the fade. Oil moving higher – for all the wrong reasons. VIX finally starting to POP – above 30 and rising - what will that mean? We have a giveaway and saying FU to FUD! Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (AMD), (NKE), (SBUX), (MJ), (MSOS), (XLE)

Duration:00:56:34

TDI Podcast: Hope and The Ostrich (#784)

10/2/2022
Penguins are watching for the move, it only takes on central bank to see their error – others will follow. The last quarter – here we are into what is often favorable conditions… But then again, it is 2022. Strategy check: Ostrich or Hope? Time to reprogram. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (AAPL), (LYFT)

Duration:00:54:14

TDI Podcast: Coordinated Stupidity (#783)

9/25/2022
Holy Capitulation CNBC Man! You know... It is what his mamma used to say - Stupid is what stupid Does A quick check on the market wreck and something you need to hear about. The charts discussed...Click to enlarge Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (SPY), (QQQ), (IWM), (OIL)

Duration:00:44:20

TDI Podcast: Smoking Cars and Smoking Weed with Gerber (#782)

9/18/2022
Peak Inflation Theory – shot to hell – so much for the experts. Guest - Ross Gerber, Gerber Kawasaki. Rate hike probabilities now include a 1% move - watch out! Rail Strike – narrowly averted... Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional...

Duration:00:58:52

TDI Podcast: ESG – Just Another Scam? (#781)

9/11/2022
Markets trying soooo hard to score a win. ECB hops on the BIG rate-hike bandwagon. Oil plunges – weird don’t you think? A few thoughts on what is next and a look into ESG investing. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (USO), (XLE), (BRK.B), (TSLA), (TAN)

Duration:00:29:24

TDI Podcast: Ugly Two-Headed Llama (#780)

9/4/2022
Thomas Thornton, Hedge Fund Telemetry is our guest. The Two-headed llama – Pushing and pulling policies are leading us down a dark hole. Markets – well, if you are fully long – the pain is real as rates are high, and stocks are low We are going to get into it with our guest… Thomas Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a...

TDI Podcast: Alt-Invest with Dave Kavanagh (#779)

8/28/2022
Dave Kavanagh of Grant Park is our guest, discussing commodity trading strategies and alt-investing. Mr. Powell is a Party Pooper - taking away the punch bowl again. Crude oil seems to have a floor now - THANKS OPEC! David M. Kavanagh, president of the general partner has been responsible for overseeing all operations and activities of the general partner since its formation and has been registered as an AP with the CFTC and listed as a principal of the general partner since December 1995....

TDI Podcast: Peter Schiff’s BIG Market Call (#778)

8/21/2022
Chart action – overhead resistance too much to beat. UK inflation running on the wrong side of the road. Yields higher – reasonable, but low quality stocks higher – what is wrong with this picture? Big Calls on the market – with our guest, Peter Schiff – Europacific Capital. Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served...

Duration:01:07:45

TDI Podcast: FOBI to FOMO (#777)

8/14/2022
Bangarang! CPI drops down to 8.5%! NO INFLATION (LOL)! The consumer remain strong – but what about that credit? Reboot, reset and open up the mind to the possibilities. We don't know what we don't know. Let's move toward financial independence! Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (AAPL), (TSLA), (SPY), (GLD),...

Duration:00:45:21

TDI Podcast: Inside Wall Street’s Secrets (#776)

8/7/2022
Frank Curzio is our guest - you have to listen to this overdub sample of Frank - he rocks it! STONKS - are they back? Ignoring the Fed’s Message – Let's focus only on what we want to hear as tech is making a run – from oversold to now, overbought. What happened to CAPITULATION? Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial...

Duration:01:04:50

TDI Podcast: Economic Theater (#775)

7/31/2022
Stocks rally into Fed – and then blasted higher on a dovish take on Powell. Tech earnings – looking pretty good – well, better than expected. Bond yield tumble, the USD heads lower and asking about the “R” Word. CHECK IT OUT! This episode is sponsored by Masterworks. Sign up today and use the Promo Code TDI Visit http://Masterworks.io Read the Masterworks Disclaimer Looking for style diversification? More information on the TDI Managed Growth Strategy -...

Duration:00:47:27

TDI Podcast: Penguins and Ostriches (#774)

7/24/2022
The penguins are leading the charge - talking us into recession. Markets react and what are you doing? Not looking at your statements? Sticking your head in the sand? So many opportunities - let's find them together. Listener questions and a wake up call. Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Stocks mentioned in this episode: (BAC), (GS), (MS),...

Duration:00:47:40

TDI Podcast: Soul in The Game (#773)

7/9/2022
Vitaliy Katsenelson is this week's guest. We talk about the essence of life and how to gain purpose and meaning. New book alert! Soul in the game... Vitaliy Katsenelson was born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with all his family three brothers, father, and stepmother. His professional career is easily described in one sentence: He invests, He educates, he writes, and he could...

Duration:00:53:15