TDI Podcast: Industrial Digitization (#928)
Jobs Job Jobs – not too hot, not too cold. VIX – under 17 – a contra-signal? The KRI (Key)...
- July '25
- June '25
- May '25
- April '25
- March '25
- February '25
- January '25
- December '24
TDI Podcast: Options for Numb Zone (#927)
PCE – The Fed’s preferred inflation metric… The VIX – pricing in smooth sailing – how to...
TDI Podcast: A Familiar Feeling (#922)
The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the...
TDI Podcast: What Comes Next (#918)
What a mess – markets under siege. Powell attacked, then a reversal – one week policy reversals....
TDI Podcast: All Tariffs All the Time (#914)
March needs a miraculous ending to force green. Tariffs – a means to their own ends. What...
TDI Podcast: Self-Licking Lollipops (#909)
Getting close to higher and higher highs… Economic reports holding strong! Oil on the move,...
TDI Podcast: $Degenerates$ (#905)
Degenerate economy trends. The Executive orders are flying. Startups, private equity and venture...
TDI Podcast: Become a Market Wizard (#901)
Can anyone become a market wizard? Looking at the common thread to success. December not what is...
- November '24
- October '24
- September '24
- August '24
- July '24
- June '24
- May '24
- April '24
TDI Podcast: Best Opps for 2025 (#896)
What goes up – sometimes comes down. Heading into the fat part of end of year seasonalit. An...
TDI Podcast: Inflation Realities (#892)
Ed and Andrew discussed the potential impact of inflation on the economy. Unpredictable...
TDI Podcast: Bullish Theory (#888)
China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end...
TDI Podcast: Options on Commodities (#883)
Is the end of “peak commodities” a possibility and what is the cycle that we may see...
TDI Podcast: Tech Wreck (#879)
Big Tech making a mess of markets A new candidate – investors re-assessing their holdings....
TDI Podcast: The Awesome Portfolio (#875)
An interesting turn in politics. Looking at the “Awesome Portfolio” Having a healthy...
TDI Podcast: Let’s Retire Rich (#870)
NVDA earnings so good it sucks the markets dry. Fed minutes – sounding a bit hawkish. Bond yields...
TDI Podcast: Dismal Science (#866)
Kicking off the MegaCap Earnings – some concerning items. Rate Cut Bets Fizzle Yields Keep...
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