Tag: Markets

TDI Podcast: Catching up With Curzio (#550)

In the episode, I ask Frank Curzio about the health of the markets. Is good news – bad news now? We also look back on his great call on the retail stocks from December and the outlook for a few key names.

We also take a look at some of...

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TDI Podcast: Inflation Is In The House! (#548)

Quite the recovery – but what has history shown about the next potential move? We look back on other periods of intense volatility to find out more.

Inflation is definitely on the rise. Several key economic reports this week confirmed that there has been a significant change in prices. Even so,...

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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: Vitaliy Katsenelson’s Three Pillars (#524)

Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His “Three Pillars” of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.

We discuss the major differences between value and...

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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: 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: 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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TDI Podcast – Your Questions Are Answered (#497)

Markets don’t want to give up anything – even with a small hiccup on Thursday, every dip (minute by minute) is being bought. Volumes are average but there is so much fewer shares in the market these days with all of the buybacks that appears easier to push markets.

Economics are...

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TDI Podcast: You’re Soaking in it – with Kate Stalter (#496)

Guest, Kate Stalter and Andrew discuss behavioral finance and some of the ways that investors sabotage themselves. Kate provides a holistic approach to the world of investing while specializing in pre-retirement planning all in an effort to impart better money decisions.

In this episode, there is also...

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