PODCASTS

TDI Podcast: The Robots are Coming (#898)

Bitcoin BREAKS OUT!

Markets seem a little frothy – but the trend still intact.

Everyone is talking about the Santa Rally – will it happen again?

Guest John Pugliano is our guest.

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Follow @andrewhorowitz

 

John Pugliano is the author of The Robots are Coming: A Human’s Survival...

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TDI Podcast: Fiscal Sisyphus (#897)

Tech off track for the week

Bitcoin stampede finally slows.

Eco data – humming along and the Fed is starting to change its tune.

Guest: Jonathan Petersen, Variant Perception

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“Fiscal Sisyphus” is a term used to describe a situation where fiscal policy supports growth despite economic “gravity”...

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TDI Podcast: Best Opps for 2025 (#896)

What goes up – sometimes comes down.

Heading into the fat part of end of year seasonalit.

An update on the Chili Cookoff.

Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.

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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is...

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TDI Podcast: The Accommodation Loser (#895)

Election Implications and Presidential Term.

National Sales Tax (consumption tax) and Tariffs.

Alternative Investments and Inflation Concerns.

Comparing Politics and Market Flaws.

Guest: Kerry Lutz

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Kerry Lutz has been a student of Austrian Economics since 1977. While attending Pace University, he stumbled upon an extensive cache of Austrian Economic Literature in...

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TDI Podcast: The Big 3 E’s (#894)

Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, emphasizing the need for balancing risk and reward based on individual financial goals and risk tolerance.

We also also explored the concept of a “mosaic” approach to analyzing portfolios, considering various factors such as economic growth, inflation, interest...

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TDI Podcast: Fallacy of Composition (#893)

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham.

In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed...

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TDI Podcast: Inflation Realities (#892)

Ed and Andrew discussed the potential impact of inflation on the economy.

Unpredictable environments and the potential impact of low inflation on market trends.

Lastly, we debated the what is the long-term impact of AI on productivity and market trends.

And our guest – Ed Easterling of Crestmont Research

Ed Easterling is the founder...

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TDI Podcast: A Taxing Development (#891)

GDP Numbers may be coming in hot.

More new highs for markets.

2 weeks away from the presidential election.

This week’s guest, Tax Expert – Dan Pilla.

Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”

Dan Pilla’s primary calling is that of tax...

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TDI Podcast: THE Briefing (#890)

New Highs across the board – (Big Caps – not the small caps).

China stocks get obliterated.

Rates moving up – CPI report….

This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.

Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and...

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TDI Podcast: Bearishness Reasoned (#889)

Shocking – Rates running higher on better then expected jobs report.

Oil on the move as the Middle East conflict intensifies.

China and Emerging Markets on Fire – breaking out from long base.

This week’s guest – Tim Knight – a self proclaimed Permabear.

Tim Knight has been charting and trading since...

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TDI Podcast: Bullish Theory (#888)

China surges, then drops then surges – after massive stimulus introduced.

Tech leads into the end of the quarter.

Metals, including copper get a boost.

And out Guest, Manual Blay – The Dow Theory.com  – Newsletter – Home of the Schannep & Blay Timing Indicators.

Manuel Blay is the editor of TheDowTheory.com, a top-ranked...

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TDI Podcast: Mega Features (#887)

Rate cuts are sparking excitement.

Market playbook resetting to lower rate outlook.

Tech spitting and sputtering.

Oil gets a lift after crashing though key support.

And our guest this week is Steve Sanders – EVP at Interactive Brokers

Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity,...

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