TDI Podcast: Conflicted and Compromised with Hedgeye’s McCullough (#674)

Keith McCullough of Hedgeye is our guest for this episode. We poke at the conflicted and compromised on mainstream media and discuss those “Garrulous Characters”.

Stimulus plans on the rocks – will they extend the Federal unemployment program? Perhaps an Executive Order will do the trick to shake things up.

The trend...

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TDI Podcast: Hunting The Great Grift (#673)

A strong July comes to a close as earnings from tech giants wow the street.

Congress is hitting a wall on new stimulus package – something has got to give (and will).

Plus, unraveling the Kodak grift with the help of our guest – back by popular demand – Ben Hunt, creator...

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TDI Podcast: Am I Really Diversified? (#672)

So much for the Rally – Tech Turns Tail. The Earnings deluge is upon us – big week ahead.

Gold and Silver – rocketing higher on a soft USD.

July is just about over – good markets, but good riddance!

Some homework for listeners and a look at what to expect once the...

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TDI Podcast: The Best Bear Market (#671)

Stocks up , Gold Up, Silver Up, Bonds Up, Case Count Up, Fed balance Sheet Up, Deaths Up, Unemployed Up , Everything is UP UP UP! – oh except trading volume….

And a look into the best kind of bear market..

Plus – listen to what we are discussing in our recent...

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TDI Podcast: In The Dark (#669)

Markets roar back with economics looking a bit better.

The employment report rings a positive tone, while the Pandemic is ravaging our personal health.

We take a look at the past quarter’s winners and losers and even squeeze in a few listener questions….

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Looking for style diversification?...

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TDI Podcast: Going in Reverse (#668)

Going in Reverse – Positivity Rate up – Phased openings in question.

Banks Slammed on a one-two punch. Coming down to the end of the month and end of the quarter – the horses can smell the barn.

And a First – Listener Call-ins – Your questions answered

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TDI Podcast: Investing Masterpiece (#667)

The wild roller coaster ride continues as Covid Cases and hospitalizations spike.

Markets are concerned but not too worried and Getting Artsy – with out guest Scott Lynn, CEO and Founder of Masterworks.

We are talking Banksy, Clyfford Still, Jackson Pollock and more…

Scott Lynn has been an active collector of contemporary art...

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TDI Podcast: Soft Underbelly (#666)

From exuberance to panic in just about 48 hours time. Speculation is high – but the underbelly is soft.

Bringing you Episode 666 – hoping that is not a prophecy!

And a Follow up on the KRI.

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Looking for style diversification? More information on the TDI Managed...

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TDI Podcast: The Fast Pitch with Curzio (#664)

Markets rally for a second month while value blows past growth for the week.

Threats to China have no immediate impact on market and our Guest – Frank Curzio of Curzio Research.

An important discussion on the economy and markets. Plus – we play some finsports… Batter Up

Frank Curzio can be reached...

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TDI Podcast: Monkeys in Suits (#663)

Markets remain resilient against a backdrop of bad news, governments signal they have our backs.

New geopolitical tensions arising and the shape of the recovery is in question….

We also discuss how to watch out for bad deals and brokers that push what is their best interest – not always yours.

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TDI Podcast: Doing The Hokey Pokey (#662)

When Is the right time to get back in? This is a question that has come up several times this week.

Seed the portfolio, one foot in and one foot out – a discussion on “how to get back in” with practical steps and a plan.

Plus: Markets end the week in...

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TDI Podcast: Who, What and YCharts (#661)

Sean Brown, CEO of YCharts is our guest this episode and we get some insights into the research process.

We also discuss the disconnect with economics and markets, the outlook for earnings and what the future may hold.

Sean Brown is the CEO and President of YCharts, an investment research platform that...

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