Tag: SHOW NOTES

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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TDI Podcast: Tool Sharpening (#858)

Education and implementation of investing techniques.

In this episode, we discuss the important aspects investing, best execution and  enhancements to a really cool trading platform.

This episode’s guest: Steve Sanders – EVP at Interactive Brokers.

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

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TDI Podcast: An Options Primer (#857)

No stopping a speeding freight train

A rising tide raises all CHIPS – and boy did they rise

Inflation still an issue and the Fed trying to talk markets down (Not working)

Guest: Larry McMillan takes us through some interesting options strategies.

Professional trader Lawrence G. McMillan is perhaps best known as the author...

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TDI Podcast: The ETF Architect (#856)

Inflation – Maybe Stagflation?

Surging unprofitable stocks – a bit of déjà vu here

AI fever rolls on (and on).

After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel...

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TDI Podcast: Curzio’s Snappy Idea (#855)

A banking crisis brewing? Say it aint so

Fed’s trying to talk down rate cuts – Powell on 60 Minutes

Looking like a pullback could be in the cards

Guest, Frank Curzio – Curzio Research

 

Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to two...

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TDI Podcast: McClellan’s Tidal Forces (#854)

January is in the books – and the results are mixed.

The Fed gives and takes away – No cuts on the table just yet.

Plenty of tech news this week  – Earnings and more earnings.

And our guest this week – Tom McClellan of the McClellan Market Report.

Tom McClellan is a graduate...

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TDI Podcast: PermaBear Knight (#853)

US Economy humming along – better than expected – but calls for rate cuts continue.

Is this the Year for Foreign? Not so fast says markets.

Bitcoin – post ETF blues.

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

 

Tim Knight has been charting and trading since 1987. His...

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