The Disciplined Investor Podcast

TDI 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 you really know your funds?

TDI Podcast: Wile E. Coyote Market

Market Complacency, Private Credit, FOMO Insurance. Fed Policy, Bond Buybacks, Operation Twist. Commodity Crunch, Hidden Volatility, Market Sinkhole – want more? Listen

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 Allocation finally explain

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 shine is off the penny – Inve

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 Debtloads choking future grow

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… Thomas Thornton, Hedge Fund Telemetr

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. And our guest this week –

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 guest today – Brian Shannon –

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 rolling in – investors seeing both sid

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 will talk about that with o

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 - July is very interesting so f

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 – all clear and banks respond.

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 eating them up… And our gu

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 goal. The portfolio is the tool. The

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 our Guest- IBKR’s Chief Mar

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. This week's guest: Wesley G

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 Camuso…CPA and Crytpo tax e

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 Easterling, Founder and President

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 – is your job at risk. And our

TDI Podcast: Incompetent Idiots (#971)

Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on... So many people confident