Month: October 2025

TDI Podcast: DiMartino Booth Says What?(#944)

It’s time to tend to tend to the garden – a little maintenance for the portfolio

October does what it usually does

Targets raised, analysts are trying to keep up – even if earnings miss

And our guest – Danielle DiMartino Booth – the “Fed watcher”

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TDI Podcast: Profit on Predictions (#943)

Bank earnings – looking good so far (for the big boys).

CHINA TRADE WAR – but what that really mean?

10 yr yield tapping on 4% and markets showing another “V” recovery  – or fake out?

And our guest, Howard Lindzon, Founder of Social Leverage.

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TDI Podcast: Modern Disciplines (#942)

The government is shutdown – How long this time?

The Bubble – how much longer can it last?

The healthcare sector gets a needed boost….

Guest: Tom Nelson, Franklin Templeton Funds

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Tom Nelson is a senior vice president and head of asset allocation portfolio management...

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TDI Podcast: Decoupling Stability (#941)

October – will history repeat?

New tariffs announced – again.

Thinking about 401k plans – innovation or exploitation?

And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley

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Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics)...

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