TDI Podcast: Economic Indigestion (#991)
The Debt Story Is Worse (and Better) than the Headlines. The Fed is boxed in and it Feels like Economic Indigestion . Oil- could we get to $...
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The Disciplined Investor
Investment Disciplines and Timely Advice.
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20 of 72 episodesTDI Podcast: Don’t Buy the Label (#990)
Total PPI was up 5.4% year-over-year, up from 4.8% in July. Yes, we have inflation. Oil rocking higher – WTI breaks above $100+ Asking: Do y...
TDI Podcast: Wile E. Coyote Market
Market Complacency, Private Credit, FOMO Insurance. Fed Policy, Bond Buybacks, Operation Twist. Commodity Crunch, Hidden Volatility, Market...
TDI Podcast: Big Changes Coming (#988)
Operating Twist becomes Operation FAIL. NVDA Earnings and other interesting stuff. We get into the real facts about our oil reserves. Asset...
TDI Podcast: Ross Gerber Unplugged (#987)
A tongue twister of a move – Bessent’s Big Bond Blunder (say that a few times). Bitcoin moving higher – not for the reasons you think. The s...
TDI Podcast: GeoEconomics with Das (#986)
NUA – Never pay tax on Company stock in your 401k – let’s dive in. Kinetic to Economic – all the war time buzzwords. Are Massive Sovereign D...
TDI Podcast: Don’t Rock the Boat (#985)
Gold and silver ripping. Jobs numbers telling different many stories. A good lesson from crowded trades – Let’s not Tip The Boat...
TDI Podcast – The Real Risk Explained (#984)
Saying Goodbye to JCD. The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair....
TDI Podcast: ONLY Price Pays (#983)
A deeper dive into Technical Analysis. Prices are probing important levels. We are on the edge of my seats for more earnings results. Our gu...
TDI Podcast: McClellan’s Quiet Market Trap (#982)
The High cost of investing – how to keep more of what you make The tech trade is in tatters – chips entering correction. Earnings roll...
TDI Podcast: The Briefing Trader (#981)
War is back on – Oil on the rise. Some are saying AI trade has peaked – I have some thoughts on that. Earnings season is just days away. We...
TDI Podcast: Schiff’s Debt Reckoning (#980)
Jobs report out a day early and a little soft. New revelation about data-center capacity smack tech shares. June ends on an upbeat note R...
TDI Podcast: Chips and Dips (#979)
THE PCE report is out – now the Fed has a decision. Micron blew away estimates – chip prices are soaring. The annual stress tests showing –...
TDI Podcast: Trump’s Circle (#978)
Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors...
TDI Podcast: WHAT ARE YOU WAITING FOR? (#977)
SpaceX Launches its IPO Inflation still a problem I am asking – What are you waiting for ? I want to know.. A portfolio is not the goa...
TDI Podcast: Risk Happens Fast (#976)
Buy in May and Let’s Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with...
TDI Podcast: The Architect (#975)
A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news....
TDI Podcast: Crypto Camuso (#974)
NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat...
TDI Podcast: The Next Phase (#973)
Inflation sticky like old pine sap… Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Ea...
TDI Podcast: The History of the Future (#972)
Blowout numbers from Semis – tech is on fire! The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – i...