The Disciplined Investor

A tongue twister of a move – Bessent’s Big Bond Blunder (say that a few times). Bitcoin moving higher – not for the reasons you think. The shine is off the penny – Investors rethinking their tech bets...

NUA – Never pay tax on Company stock in your 401k – let’s dive in. Kinetic to Economic – all the war time buzzwords. Are Massive Sovereign Debtloads choking future growth? We get to that with our Gues...

Gold and silver ripping. Jobs numbers telling different many stories. A good  lesson from crowded trades – Let’s not Tip The Boat… Thomas Thornton, Hedge Fund Telemetry is this week&...

Saying Goodbye to JCD. The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair. And our guest this week – Christoper Whalen – Publisher of ...

A deeper dive into Technical Analysis. Prices are probing important levels. We are on the edge of my seats for more earnings results. Our guest today – Brian Shannon – Technical analyst and founder of...

The High cost of investing – how to keep more of what you make The tech trade is in tatters – chips entering correction. Earnings rolling in – investors seeing both sides of the story. And...

War is back on – Oil on the rise. Some are saying AI trade has peaked – I have some thoughts on that. Earnings season is just days away. We will talk about that with our guest –  Gavin Maguire, ...

Jobs report out a day early and a little soft. New revelation  about data-center capacity smack tech shares. June ends on an upbeat note – July is very interesting so far. Our guest, Peter Schif...

THE PCE report is out – now the Fed has a decision. Micron blew away estimates – chip prices are soaring. The annual stress tests showing – all clear and banks respond. A great time to bring on our gu...

Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio resear...

SpaceX Launches its IPO Inflation still a problem I am asking - What are you waiting for ? I want to know.. A portfolio is not the goal. The portfolio is the tool. The goal is the life.   Le...

Buy in May and Let’s Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick...

A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news. This week's guest: Wesley Gray - Founder, Alpha Architect...

NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.  NEW! DOWNLOAD THIS ...

Inflation sticky like old pine sap... Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW!...

Blowout numbers from Semis – tech is on fire! The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – is your job at risk. And our special guest today – author ...

Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on... So many people confidently discussing a subject they ...

War is on or off – can’t keep track But, nothing has changed with the flow of oil What is the story that markets really telling us ? And our guest, Howard Lindzon, Founder of Social Leverage.  N...

10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken. Key Reversal Indicator  breaches an important level. Employment, Inflation and eco still looking good. Our guest this week...

We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy ...

Sitting on hands - maybe a good idea right now. Confidence vs. courage in your investment process. A look at Q1 markets and economics. Thomas Thornton, Hedge Fund Telemetry is this week's guest. N...

A one sided peace plan? Let's hope not... Inflation estimates in the 5% range and climbing. Private markets, credit and the same story all over again. And our guest, Howard Lindzon, Founder of Soci...

PPI just exploded higher. Florida Freeze about to hit our wallets. The Fed is on hold but not happy. And the War carry's on… Our guest this week – David Gaffen, Breaking News editor at Reuters. ...

Oil's Big move – one for the record books. Markets in a slight panic – not too worse for ware. Inflation numbers are out – but does anyone care? And our special guest is Thomas Peterffy – Chairman ...

War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed’s quandary is real Investors questioning AI trends and the impact of current policie...

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed’s next move with our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISO...

Short week – but full of fun... We have been dancing around the 50-day moving average. A rant is about to happen - oh boy, strap in. And what is going on with commodities? A great time to bring on...

Employment Report Solid The Tech disruptors are getting disrupted... Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.   NEW! DOW...

They are calling it Software-mageddon! Digging into the precious metals. Wake up Diversification fans – we have something for you...   Check this out and find out more at: http://www.interactiv...

The FED – keeps rates unchanged SpaceX announcing IPO plans Investors cautious on CaprEx spending plans And our guest – Frank Curzio – Curzio research…   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES...

Greenland babble sinks and then boosts markets. Natural Gas prices skyrocket. Small Caps continue to lead markets. Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!  NE...

Greenland, Iran and Mexico – OH MY Earnings season – yes it is here ! Markets re on fire – all systems go – Get your gold and silver too! And out guest – Benjamin Kahle – Managing Partner of Wellin...

Capturing Maduro and Buying Greenland – all in a day’s work! Markets off to a great start – plenty of January to go... Venezuela oil – untapped opportunity – BUT let’s take a closer look. And our G...

Prospective Perspective – we are looking ahead by looking back. A new year – what may drive returns into 2026. So many guests, so much wisdom as we kick off another great year of the TDI Podcast and...

Being disciplined pays off. Markets finishing in a good place - ready for 2026. Fun times ahead with a January warning. Inspired by Market Wizards with our guest, the renowned Jack Schwager.  NE...

The walls are coming down – the house of cards exposed. We have economic data – late but we got it. And that concludes the last full week of trading for 2025! And our guest – Robbie Miles, CEO of L...

The Fed cuts and keeps markets guessing. Silver hits a record – up 100% this year. Looking at frameworks and fake transparency. And our guest – Ed Easterling, Founder and President of Crestmont Res...

Quick flip and pivot – Fed in focus. Stagflation alert – inflation remains sticky. Unemployment – ADP show massive losses in one category. Looking into the Prediction Markets with our guest, Andrew...

Tax Relief Boosts Corporate Earnings S&P 500 Financial Performance Analysis Share Buybacks and Market Indices Guest, Howard Silverblatt - Senior Industry Analyst, Index Investment Strategy, for S&P...

We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week's guest - Tim Knight – a self proclaimed Per...

The Government is back open – is that a good thing? October’s economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber K...

The Emperor New Clothes - looks familiar. A closer look at valuations Tariffs under fire - Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com  - Newsletter – Home of the Schann...

Swiss cheese agreements. Overspending by big tech - could that be their  downfall? A rate cut in the dark and AI's Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic mat...

It's time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our gue...

Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another "V" recovery  - or fake out? And our guest...

The government is shutdown – How long this time? The Bubble - how much longer can it last? The healthcare sector gets a needed boost…. Guest: Tom Nelson, Franklin Templeton Funds  NEW! DOWNLOAD T...

October – will history repeat? New tariffs announced - again. Thinking about 401k plans - innovation or exploitation? And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at U...

Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education a...

The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso  ...

Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. ...