TDI Podcast: Let’s Retire Rich (#870)

NVDA earnings so good  it sucks the markets dry.

Fed minutes – sounding a bit hawkish.

Bond yields on the rise again.

Copper falls – from all-time highs.

Michael Johnston, CFA is a financial industry veteran with a passion for improving outcomes for retail investors.

Following stints in corporate finance and...

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TDI Podcast: Hedge Fund Strategies (#869)

Good noews! CPI – not so hot.

Bitcoin and Gold blasting off

Meme Stocks – fly then die

Thomas Thornton, Hedge Fund Telemetry

Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of...

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TDI Podcast: Frank (@!*^%! Curzio (#868)

Market bonce continues and a few favorites breaking out…

USD starts to roll – how long will that last?

Guest, Frank Curzio – Curzio Research – he is naming names.

Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three decades of experience covering...

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TDI Podcast 867: The Right Seasoning

April ends with a thud.

Oil prices comes in, Yields hold near recent highs.

Flip Flopping Fed and maybe, perhaps could-be is the talk by Powell.

And our guest – Tea Muratovic , Co Founder of Seasonax – provides 5 stocks with amazing seasonal trends.

Tea Muratovic is an accomplished professional in...

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TDI Podcast: Dismal Science (#866)

Kicking off the MegaCap Earnings – some concerning items.

Rate Cut Bets Fizzle

Yields Keep Rising

The VIX – Hovering around 16

And our Guest – Johns Williams from ShadowStats

John Williams, founder and publisher of ShadowStats.com.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos...

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TDI Podcast: Retirement Secrets/Mistakes (#865)

Herky-Jerky market action continues.

Powell puts down the gavel.

Tariffs enter the picture again

And our Guest this week – Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes People make investing.

 

Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income...

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TDI Podcast: Robbie’s Matrix (#864)

What commodities look attractive here and why?

Inflation CPI reports – just not looking good

Major banks kick off earnings season..

Guest: Robbie Miles, CFA – Allianz Global

 

Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London

Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over...

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TDI Podcast: Olive Pits (#863)

Gold hitting new highs – and oil is on the rise

Easy policy over in Japan  While China is stimulating

Big employment report moves markets

Guest David Gaffen – Editor at Reuters.

David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints...

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TDI Podcast: DiWORSEification (#862)

Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities.

Goldilocks – SHE’S BAAAACK

And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments.

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

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TDI Podcast: Size Matters (#861)

The Fed – Is Powell throwing in the towel?

AI – Profits spreading – lots of money to be made.

Apple – dragged down by a new lawsuit.

90 years of evidence, this week’s guest says this is the key asset class to own..

Paul Merriman is a nationally recognized authority on mutual funds,...

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TDI Podcast: Bitcoin Blasphemy (#860)

Two more hot inflation reports – stickier than thought.

What goes up – doesn’t have to come down – but often checks back.

Tax season is here – a few friendly reminders

Guest – Paul Barron – The Paul Barron Network

 

Paul Barron is a technologist and futurist that has forecasted various major market...

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TDI Podcast: One Sided (#859)

Markets moving – pros thinking about hedging – March is here and thinking about consolidation potential

AI hype continues and continues…

This week’s guest is Thomas Thornton – Hedge Fund Telemetry.

Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written...

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