TDI Podcast: Last Minute Tax Tips (#640)

CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips.

At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time.


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TDI Podcast: Turkey Trot (#639)

Yes, it is QE4. We lay out the reasons for the market rally as well as why we are seeing the continuation of a move higher.

An update of economics as well as insights on the status of the trade deal.

Plus – listener questions answered.

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TDI Podcast: Meb Faber on Valuations and Investor Bias (#638)

Meb Faber is our guest for this week’s show. We get to know Meb a bit better and discuss topics ranging from home country bias, valuations, benchmarks to his current market outlook.

We start this episode with a quick look at the week that was and what to expect for the...

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TDI Podcast: Enhanced Fundamentals Through ESG Analysis (#637)

Robbie Miles, CFA on the topic of ESG analysis. A relatively new component of fundamental analysis that looks like it is going to gain popularity.

We take a look at why this matters as an analysis tool and how it is being applied.

Plus, an update on the trade war, markets and...

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TDI Podcast: Streaming Wars with Frank Curzio (#636)

Frank Curzio is back and he has plenty of ideas to share. In particular, one popular stock that he says is a short right now.

Plus, we get into the business of streaming to get Frank’s take on the potential losses that will build up. If that isn’t enough, we spend...

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TDI Podcast: Check Yourself Before You… (#635)

The Fed cuts rates again and manufacturing slumps deeper into contraction – BUT the employment report soothes recession fears.

New highs for markets, although not all stocks are participating.

Taking a close look at fundamental and technical readings as compared to historical levels.

Link to watch Andrew on – Investor Business...

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TDI Podcast: A High Tide Lifts All Ships (#634)

Remembering some of the lessons from savvy traders and what not to fight as markets move toward all-time highs.

Taking a look at the convergence of influences that are impacting stocks and what to make of these.

Plus – reading into the latest earnings season and the Fed’s upcoming meeting.


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TDI Podcast: High Jump Over A Low Bar (#633)

A mixed week for markets as economic growth slows. An earnings season scorecard – let’s just say that a high jump over a low bar.

Clips from my media appearances this week, listener questions and a hodgepodge of topics.

Plus – how much time are you spending on your own personal finance?...

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TDI Podcast: Katie Bar The Door (#632)

The trade deal – is it in principal or principle? Either way it is a framework of an idea that has the opportunity to become a partial, skinny, Phase 1 or a bigger deal. We take a deep-dive into what was done and how this may impact markets.

We also consider...

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TDI Podcast: Zero is the Big News (#631)

Goldilocks is in the house!  WeWork – Looking at the ramification of a deal gone bad. Market Breath questions – Participation waning.

Historic events in the investment world – yes, ZERO commissions is the now new normal – but at what price? Will there be a massive industry consolidation?


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TDI Podcast – Stylizing Your Portfolio (#630)

Headline Bombs thrashing markets and stocks end the week on a sour note.

We are heading into the end of the quarter with the small-cap growth sector entering correction status.

An important discussion about “style” diversification.

Heavily shorted stocks reverse. The Fed drops rates and oil spikes on Middle East tensions.



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TDI Podcast: Repo Market Chaos = POMO (#629)

Something doesn’t pass the small test in the overnight lending markets. While the Fed considers it a technical matter – they are now liquefying these markets through Permanent Open Market Operations (POMO) – The first time the Fed has stepped in since 2008.

Heavily shorted stocks reverse.  The Fed drops rates...

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