PODCASTS

TDI Podcast: Bearish Revelations (#948)

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 Permabear.

NEW! Download the AI Generated Show Notes (Guest Segment)

Tim Knight has been charting and trading...

Read More

TDI Podcast: R2D2 – The Truth About AI (#947)

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 Kawasaki.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

 

Ross Gerber is the Co-Founder, President and CEO of...

Read More

TDI Podcast: The Emperor’s Clothes Again (#946)

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 Schannep & Blay Timing Indicators.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Manuel Blay is the editor of...

Read More

TDI Podcast: Valuation Cliff (#945)

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 math of the markets, including where to actually find bargains.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Follow...

Read More

TDI Podcast: DiMartino Booth Says What?(#944)

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 guest – Danielle DiMartino Booth – the “Fed watcher”

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES...

Read More

TDI Podcast: Profit on Predictions (#943)

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, Howard Lindzon, Founder of Social Leverage.

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest...

Read More

TDI Podcast: Modern Disciplines (#942)

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 THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Tom Nelson is a senior vice president and head of asset allocation portfolio management...

Read More

TDI Podcast: Decoupling Stability (#941)

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 UC Berkley

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics)...

Read More

TDI Podcast: Traders’ Campus (#940)

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 at Interactive Brokers.

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Andrew Wilkenson, Director of Trading Education at Interactive Brokers.

Andrew joined...

Read More

TDI Podcast: The Crypto Taxman (#939)

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

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Patrick Camuso is...

Read More

TDI Podcast: Schiff – Monetary Overdose (#938)

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.

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

Peter Schiff began his investment career as a financial consultant with Shearson...

Read More

TDI Podcast: Masterminding (#937)

We asked about Frank to the AI bot and listen to what it said.

Eco, Fed and Valuations

False Market Values – are they a thing? We get to the bottom of that question.

Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.

Agentic AI – something to...

Read More

Loading