Tag: podcast

TDI Podcast: Investors Looking At A Full Glass (#492)

Investors are looking to fiscal policy as a glass that is full. Not half full, not almost full. Could it be that stocks are priced to perfection? What happens if any of the tax, spending or regulatory reforms are not implemented as promised?

We take a look at some of the...

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TDI Podcast: What We Learned In 2016 (#490)

Over the past year a good deal of what we thought we knew – wasn’t. Dire consequences for markets were predicted if Brexit were to occur. Donald Trump being elected was supposed to sink markets and negative rates were going to beneficial. Now we know that was all bunk.

In this...

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TDI Podcast: Fake News and Your Portfolio (#486)

We have all seen the headlines by now that fake news is invading every area of traditional and social media. But is this headline a fake as well? How we can stay ahead of the curve as investors and weed out the good and bad news. What to watch and...

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TDI Podcast: Naked Spreads and Strangles with Kirk Du Plessis (#473)

Naked Spreads and Strangles – it doesn’t get much sexier that that. Yes, we are talking about options – but don’t be afraid as our guest, Kirk Du Plessis of OptionAlpha walks us through some “complex” strategies that are really much simpler that you think.

We discuss spreads, strangles, condors and...

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TDI Podcast: Brexit, Leveraged ETFs and Outlook (#466)

The results of the latest Brexit poll now has the “leave” camp gaining momentum. That is not what financial markets were expecting and pushed EuroZone equities and the rest of the world markets lower for the week.

In this episode we take a look at leveraged ETFs and some of their...

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TDI Podcast: To Catch a Falling Knife (#463)

The verdict is in on the big-box retail companies – and it is not looking good. The big question is as to whether this is isolated to the old-line type of retail establishments or if it is more an issue of consumer trends.

Several stocks in the material sector have given...

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TDI Podcast: Ben Hunt – Think Casino Chips (#459)

According to our guest, financial “Puppet Masters” provide consumers / investors a new perspective in order to create a diversion from the fundamentals. Bernanke, Yellen, Draghi becoming objects of adoration and propitiation. Central Bankers are taking cues from Marketing firms in order to reach their payoff.

We also discuss game theory...

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TDI Podcast: The Season for Earnings (#458)

Looking directly into the bright lights that are heading our way – yes, it is earnings season and that is going to give us the insight we are waiting for to see if the fundamentals match the current technical conditions.

Oil prices surge as production slows and U.S. rig counts drop...

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TDI Podcast – Hey Fed…Incentivize Us! (#456)

With the holiday shortened week, trading volume was anemic as stocks swayed to the downside. GDP results were announced as was a new gauge on corporate profits. There was not much excitement, but there are some economic reports coming this week that will provide another look at the intentions of...

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TDI Podcast – Is More Negative More Positive? (#454)

Negative rates are all the rage. How will central banks ever unravel this and what will be the consequences? If you as the Fed, they will tell you that all will be just fine. We can choose to believe that or look at the potential for ourselves.

On the same track,...

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TDI Podcast: End of Year Wrap with Das (#444)

In this episode, Das helps us to understand many of the cross-currents that are shaping markets. Into 2016 we go and many of these may begin to worry investors that central bankers are not miracle workers.

A look at the week that was and the outlook for the final week...

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