Tag: Economy

TDI Podcast: Negging with Ben Hunt (#540)

Guest, Dr. Ben Hunt is the last guest for 2017 and a great one indeed. We discuss the levers that are pulled by many in the establishments in order to have us think along with the herd.

Some of the more interesting areas of discussion focus on behavioral finance and how to...

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TDI Podcast: Frank Curzio Says Retail Is Not Dead! (#537)

Frank Curzio is our guest as we discuss several topics, ranging from the economy to politics and then to retail and energy plays. Plenty of stock ideas, insight and education in this episode.

Plus – we get into the most recent tax bill and what that will mean for corporate profits...

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TDI Podcast: Interesting Ideas from Frank Curzio (#531)

Guest: Frank Curzio brings up some great points when it comes to earnings season. We also dig into some of his latest picks and in particular do some grilling for the pounding the table on General Electric (GE).

An update on last week’s economic and earnings results as well as what...

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TDI Podcast: A Guest That Will Make You Go Hmmm (#527)

Grant Williams and Andrew discuss the global scarcity of greenbacks as well as the potential for the Fed to drain liquidity within markets. We also explore the possibility of a VIX related event that could cause some of the linked ETFs to implode.

The Great Unwind by the Fed is something...

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TDI Podcast: Democratizing Finance with Raoul Pal (#526)

Raoul Pal of Real Vision is our guest this episode and he has some great insight on the markets, especially in relation to the Global macro backdrop. We discuss the U.S. Dollar’s role in the latest global equity move and his thoughts on the future direction of equities and currencies.

Raoul...

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TDI Podcast: Dr. Hossein Kazemi On Hedge Fund Performance (#522)

This week’s guest, Dr. Hossein Kazemi provides us an in depth look into the hedge fund industry. Which styles have been performing the best within the current economic backdrop and which ones may see the greatest opportunity moving ahead.

Dr. Kazemi helps us understand how the hedge fund business has...

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TDI Podcast – Turning Points with Erik Townsend (#521)

A great conversation with Erik Townsend, host of the MacroVoices Podcast. We cover the current state of the economy with a focus on “Peak Cheap Oil” as well as what is actually going on in the hedge fund industry. Erik explains the Forth Turning and the 80-year cycle.

Retail earnings are...

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TDI Podcast – Back from Vacation (#517)

Back from a wonderful Mediterranean cruise. What a wonderful time and lots to share.

Bitcoin and Cyber-currencies are crashing and we discuss a potential setup for gold and the miners.

Yellen gets grilled but markets see the Fed as dovish as ever – Plenty of interesting topics to explore regarding economics and...

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TDI Podcast: Jon Markman On The Future of AI (#516)

We have a great guest this episode to discuss Artificial Intelligence (AI) and robotics. Jon Markman explains how this revolution could help to change the landscape for many industries.

We also look to the recent economics, consumer spending and GDP along with what to expect next week.

Plus plenty of market insight...

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TDI Podcast: DOL Fiduciary Rule with Michael Eastham (#513)

What does the Department of Labor Rule changes mean for advisers, brokers, and investors?

We also take a look at the recent economic trends and what is in store for next week. The Fed has a rate decision meeting coming on Wednesday – will they actually move rates up again as...

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TDI Podcast: Opportunities Abound with Frank Curzio (#511)

Guest: Frank Curzio and Andrew discuss their thoughts on oil, retail and the economy.

Frank thinks that oil is set up for a big move and there are many companies that may benefit.

We also drill down on some of the areas of retail that are seeing some recent upside price action...

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