TDI Podcast: Fallacy of Composition (#893)
Andrew and David discussed the financial industry, focusing on timeless topics and the role of...
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Nov 03, 2024
Andrew and David discussed the financial industry, focusing on timeless topics and the role of...
Oct 27, 2024
Ed and Andrew discussed the potential impact of inflation on the economy. Unpredictable...
Oct 20, 2024
Oct 13, 2024
Oct 06, 2024
Sep 29, 2024
China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end...
Sep 22, 2024
Sep 15, 2024
Sep 08, 2024
Sep 01, 2024
QQQ, SPY, RSP, DIA, NVDA, NFLX, AAPL, HD, LOW, JPM, AMD, URA, TAN, XLU, CRWD, CMG, PANW, NEE
Aug 25, 2024
Is the end of “peak commodities” a possibility and what is the cycle that we may see...
Jul 28, 2024
Big Tech making a mess of markets A new candidate – investors re-assessing their holdings....
Jun 30, 2024
An interesting turn in politics. Looking at the “Awesome Portfolio” Having a healthy...
Jun 23, 2024
Jun 16, 2024
Jun 09, 2024
Jun 02, 2024
May 26, 2024
NVDA earnings so good it sucks the markets dry. Fed minutes – sounding a bit hawkish. Bond yields...
May 19, 2024
May 12, 2024
May 05, 2024
NVDA, QQQ, SPY, TSLA, BIDU, BABA, XLU, NFLX, NCLH, ABNB, SHOP, RBLX, PENN, DIS, GOOGL, AAPL, GNRC, TTWO, DXCM, NOW, NEE, SO
Apr 28, 2024
Kicking off the MegaCap Earnings – some concerning items. Rate Cut Bets Fizzle Yields Keep...
Mar 31, 2024
Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities. Goldilocks –...
Mar 24, 2024
Mar 17, 2024
Mar 10, 2024
Mar 03, 2024
GLD, MSFT, AAPL, OIL, NVDA, ORCL, MU, VBR, IBIT, TOST, COIN, GOOGL, BA, META, CSCO
Feb 25, 2024
No stopping a speeding freight train A rising tide raises all CHIPS – and boy did they rise...
Jan 28, 2024
US Economy humming along – better than expected – but calls for rate cuts continue. Is this the...
Dec 31, 2023
So many guests, such great insights – another year down and so much more ahead. Listen to ...
Dec 24, 2023
Dec 17, 2023
Dec 10, 2023
Dec 03, 2023
SPY, QQQ, TOST, NKE, AAPL, TTD, MSFT, SMH, OIL, NVDA, USO, GME, AMZN, GLD, SLV, DIA
Nov 26, 2023
Recap from the H&C Client Webinar. Q&A as well as a look back and look ahead. What’s...
Oct 29, 2023
Only one sector up for the month – it will surprise you. GDP is what? Who says the economy is...
Oct 22, 2023
Oct 15, 2023
Oct 08, 2023
Oct 01, 2023
TGT, WMT, SPY, AMZN, TSLA, AI, MSFT, XLK, NVO, NKE, LULU, JPM, KRE, TLT, USO, QQQ, WORK
Sep 24, 2023
Some old adages work – Sell Rosh Hashana – But what about Buying Yom Kippur? Market Sell-Off...
Aug 27, 2023
Squirrely market conditions continue – and its just getting started Deadline October 1st – Another...
Aug 20, 2023
Aug 13, 2023
Aug 06, 2023
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