Tag: PODCASTS

TDI Podcast: Hedgeye’s Keith McCullough (#561)

Guest Keith McCullough digs deep into some of the more important market moving information that is available. We discuss macro tourism, moving average monkeys, key macro models that Hedgeye uses in their analysis.

Plus, a look back on the week and what is ahead.

AND, a quick update on Andrew’s recent trip...

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TDI Podcast: PJ Gorynski – The Survey Master (#560)

Guest PJ Gorynski of Bespoke Market Intelligence explains how specialized surveys are used to better understand investor and market sentiment. We take a look at some of his findings related to the newly announce Facebook (FB) dating service that was recently announced. How will that impact Match (MTCH) and other...

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TDI Podcast: Well Seasoned Finance (#558)

An deluge of earnings that looked wonderful on the print, but not so great in price action afterwards.

Two great guests this week as we look into seasonal trends with Dimitri Speck, founder of Seasonax as well as the latest trends for Fintech with Jason Raznick of Benzingah.

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TDI Podcast: Two For The Money – Crosby and Seymour (#557)

This week we have two great guests. First up is Daniel Crosby with a discussion about the embedded psychology of investing. We cover reasons why investors make decisions and how a shift in mental attitude can help with profits. Herd mentality and group think are important to understand to gain...

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TDI Podcast: Crossing Wall Street with Eddy Elfenbein (#556)

First time guest, Eddy Elfenbein is dedicated to a bottom’s up approach when researching stocks. While many investors are all about a momentum, top down approach, Eddy explains his strategy and how that has helped him with some great long-term performance.

Markets stage a comeback for the week, Missiles fired on...

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TDI Podcast: Hedging and Trade Wars (#555)

Tough tariff talk tanks markets. Many listeners have asked what they should do at this point. Hedge, sell, buy or what? In this episode we try to give some practical advice on these questions.

Economics look strong, earnings are supposed to be solid, but what are the technical conditions telling us?...

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TDI Podcast: Adapting to Market Conditions (#554)

End of month and the end of the first quarter. Markets have been zigging and zagging with a significant leadership change to boot. What happened and where do we go from here?

Headline risk could be as high as it has ever been and that has brought a clear shift in...

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TDI Podcast: Hawkish Tilt with Danielle DiMartino Booth (#553)

Guest, Danielle DiMartino Booth and Andrew discuss what happened at the last Fed meeting. Jerome Powell’s first outing and we delve into what he said – and didn’t say.

Markets are getting smacked. As we discussed last week, there is much that the markets were going to have to deal with...

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TDI Podcast: Psychological Warfare (#552)

Some important items will be upcoming this week. Earnings, economics, the Fed rate decision and the budget decision are all discussed.

We also spend some time answering an important question regarding cryptocurrencies.

Plus – just what is going on with Social Media? The latest news on how user information was extracted...

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TDI Podcast: Bubba Gump Tariffs (#551)

Over the past couple of weeks, tariffs have been moving markets. Now we see that the original concept of harsh tariffs have been mostly reversed. Why? Was this just a tactic for negotiation or political gain? We explore the lessons that can be learned from the process of testing...

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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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