PODCASTS

TDI Podcast: Storm of Miserables (#792)

Oil – prices nosedive after OPEC increases production.

Short Week – gearing up for Black Friday and Cyber Monday Deals.

The fallout from FTX keeps coming – Going to take years to unwind. and out gueest – David Akerman, Chief Compliance Officer for MobileCoin. He answers the question: Why should I care...

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TDI Podcast: Kids Playing With Matches (#791)

Here’s some advice – don’t let kids play with matches…!

Builders are feeling the pain – rates only going higher.  Jeremy Siegel – predicting the bottom and a pause. Hmmmmmm

Divergence – economic reality and execution – the tale of two stocks.

Check this and find Out More At: http://www.interactivebrokers.com/

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TDI Podcast: House of Coins (#790)

Crypto Meltdown – was a long time coming and I have a few things to say about this!

The Mid Terms – what happened there? CPI dips and markets RIP.

Earnings outlook dims. Lots more ….

Find Out More At: http://www.interactivebrokers.com/

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TDI Podcast: Crash Landing with Curzio (#789)

Guest: Frank Curzio – a listener favorite is in the house.

Markets got faked out – the Fed remains on a rate hike rampage.

Frank tells us what he sees  the future is going to look like if earnings come down and multiples move to a “normal” level?

AND, how to play the...

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TDI Podcast: Value Proposition (#788)

Hot Rates back up – after hints that the Fed may chill-out.

Earnings – oofah – some pretty bad reaction to Mega-caps.
Meta/Amazon/Google– Just brutal – but perhaps deserving. Listing the winners of the book giveaway!

Covering the upcoming economics and the upcoming FOMC meeting.(OS)

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TDI Podcast: The Roots are Solid (#787)

Yen crashes, yields spike! In response, the Fed launches a trial balloon on Friday.

Earnings season providing mixed results, waiting for the “big boys” next week.

Listen to the complete “H&C Webinar” from this week – plenty of great insight – discussing how the roots are still solid, even though a bad...

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TDI Podcast: Danielle DiMartino Booth (#786)

In the episode, breaking the Fed Put is something we consider. Unchecked, unlimited power has us thinking that something needs to change.

But, policy paralysis continues. The FrankeFed experiment and a look inside what actually goes in within the walls of the Federal Reserve with our guest, Danielle DiMartino Booth.

As Founder...

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TDI Podcast: FU to FUD (#785)

What a rally to start the week – then came the fade.  Oil moving higher – for all the wrong reasons.

VIX finally starting to POP – above 30 and rising – what will that mean?

We have a giveaway and saying FU to FUD!

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TDI Podcast: Hope and The Ostrich (#784)

Penguins are watching for the move, it only takes on central bank to see their error – others will follow.

The last quarter – here we are into what is often favorable conditions… But then again, it is 2022.

Strategy check: Ostrich or Hope? Time to reprogram.

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TDI Podcast: Coordinated Stupidity (#783)

Holy Capitulation CNBC Man!

You know… It is what his mamma used to say – Stupid is what stupid Does

A quick check on the market wreck and something you need to hear about.

The charts discussed…Click to enlarge

 

 

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TDI Podcast: Smoking Cars and Smoking Weed with Gerber (#782)

Peak Inflation Theory – shot to hell – so much for the experts. Guest – Ross Gerber, Gerber Kawasaki.

Rate hike probabilities now include a 1% move – watch out!

Rail Strike – narrowly averted…

Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber...

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TDI Podcast: ESG – Just Another Scam? (#781)

Markets trying soooo hard to score a win. ECB hops on the BIG rate-hike bandwagon.

Oil plunges – weird don’t you think?

A few thoughts on what is next and a look into ESG investing.

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

eNVESTOLOGY...

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