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Preview: The Disciplined Investor

The Disciplined Investor

Investment Disciplines and Timely Advice.The Disciplined Investor is all about you, your money and the markets. We will discuss the most relevant topics that are affecting your money and look for good planning ideas. Stocks and markets will be covered and

Last Build Date: Sun, 18 Mar 2018 22:35:36 +0000

Copyright: 2008 + The Disciplined Investor

TDI Podcast: Psychological Warfare (#552)

Sun, 18 Mar 2018 22:35:36 +0000

Some important items will be upcoming this week. Earnings, economics, the Fed rate decision and the budget decision are all discussed. We also spend some time answering an important question regarding cryptocurrencies. Plus – just what is going on with Social Media? The latest news on how user information was extracted and used for political […](image)

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DHUnplugged #399: Headline Overload

Wed, 14 Mar 2018 07:26:00 +0000

Shakeups at the White House – inflation concerns wane. Plenty of market moving action this week. Tariffs have been put in place, but at a much more gentle level than was first expected. Jeff Bezos is taking over the world and his net worth proves it. Market insights and stock picks too – all in […](image)

TDI Podcast: Bubba Gump Tariffs (#551)

Sun, 11 Mar 2018 17:16:05 +0000

Over the past couple of weeks, tariffs have been moving markets. Now we see that the original concept of harsh tariffs have been mostly reversed. Why? Was this just a tactic for negotiation or political gain? We explore the lessons that can be learned from the process of testing the market’s reaction to trial balloons. […](image)

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H&C 1st Quarter 2018 Economic Commentary

Wed, 07 Mar 2018 13:54:55 +0000

Markets often react to data in peculiar ways. This quarter we discuss some interesting observations on how markets interpret data. Starting off with a look at the Citi Economic Surprise Index: Perhaps one of the more interesting views of how market participants see the world is based on their reaction to the unexpected. Better numbers […](image)

DHUnplugged #398: Flippity Floppity Cohn Groan

Wed, 07 Mar 2018 09:17:00 +0000

Tariffs or no tariffs? The political flip-flop is heating up as comments made and then walked-back. Markets are on edge as there is no telling what is real from what is not. The “V” moves for markets continue as valuations battle technicals. Plus, we take a look at home price inflation, new technology innovations and […](image)

TDI Podcast: Catching up With Curzio (#550)

Sun, 04 Mar 2018 23:00:03 +0000

In the episode, I ask Frank Curzio about the health of the markets. Is good news – bad news now? We also look back on his great call on the retail stocks from December and the outlook for a few key names. We also take a look at some of the important technical levels and […](image)

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DHUnplugged #397: Correction Rejection Inflection

Wed, 28 Feb 2018 09:22:00 +0000

An impressive reversal over the past couple of weeks as investors believe that the recent drop was too far, too fast. The Fed looks to provide some insight into their rate hike path as we decipher the recent testimony from Jay Powell. Plus – tech news, Channeling Market Predictions and our outlook and insights.397 ; […](image)

TDI Podcast: Shower, Trickle, Drip (#549)

Mon, 26 Feb 2018 00:50:30 +0000

Markets have been in rally mode, but where is the volume? We spend some time dissecting the latest minutes from the Fed to better understand the potential for rates over the next year. Also, a look at some of the important levels for market indices as well as insight into key metrics underlying equity markets. […](image)

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DHUnplugged #396: The Great Chicken Outage

Wed, 21 Feb 2018 09:28:00 +0000

A big rebound after a quick market correction. What does the future hold from here? Several potential outcomes are discussed. Walmart disappoints and drops to key technical support – but some think there is a silver lining to the story. Plus, an update on the Austin trip, news of a chicken outage and of course, […](image)

TDI Podcast: Inflation Is In The House! (#548)

Sun, 18 Feb 2018 23:57:48 +0000

Quite the recovery – but what has history shown about the next potential move? We look back on other periods of intense volatility to find out more. Inflation is definitely on the rise. Several key economic reports this week confirmed that there has been a significant change in prices. Even so, the U.S. Dollar has […](image)

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DHUnplugged #395: Tarred and Feathered

Wed, 14 Feb 2018 09:21:00 +0000

This seems to be the market’s version of a wardrobe malfunction. Some are blaming the recent slide on rates and others are simply saying it was overdue. We get into some of the reasons not being discussed. Plenty of listener limericks, market updates and insights. Plus, what really happened with the VIX last week? A […](image)

TDI Podcast: Market Correction Gameplan (#547)

Sun, 11 Feb 2018 21:56:41 +0000

Constant talk of good fundamentals and earnings had many investors adding leverage as volatility was non-existent. Risk has not been a concern for some time and portfolio leverage grew to historic levels. Then the spark that lit the fire –  a sudden rise in yields caused panic which resulted in a market malfunction. We discuss […](image)

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DHUnplugged #394: Blood In The Streets

Wed, 07 Feb 2018 09:17:00 +0000

There has been a meaningful change in sentiment – selling has picked up and profits some profits have been disgorged. From an overbought condition to severely oversold in just a matter of days. Is this the end of the bull run or simply a bump in the road? What areas are best to consider and […](image)

TDI Podcast: Add Debt and Stir with Danielle Park (#546)

Sun, 04 Feb 2018 17:04:13 +0000

Danielle Park explains why the markets are vulnerable at this point. In particular she looks at the incredible amount of corporate and sovereign debt that has built up over the past year. More importantly, she teaches us about risk and why many people overstate their risk tolerance. By looking to a more balanced approach and […](image)

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DHUnplugged #393: Bonds, Blame Bonds

Wed, 31 Jan 2018 09:22:00 +0000

Bond yields have hit their highest levels since 2014. With easy money part of the explanation why stock valuations are stretched – will this cause some panic in the street? Big downside moves for markets all of a sudden that has the VIX hitting multi-month highs. Earnings season is playing out well so far and […](image)

TDI Podcast: Decrypting Crypto Charts with Brian Shannon (#545)

Sun, 28 Jan 2018 21:53:22 +0000

In this episode, Brian Shannon of provides valuable insights into trading crytptocurrencies. We talk about some of his favorite setups, indicators and what coins to focus on. As Brian has always said, “it is only price that pays” and this goes for trends with cryptocurrencies as well. We talk Bitcoin, Litecoin, Ripple and Ethereum. […](image)

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DHUnplugged #392: Tail Wagging

Wed, 24 Jan 2018 09:28:00 +0000

Government Shutdown – for a few days. Earnings season is moving along and nothing seems to be able to stop this market from going higher. M&A activity in the biotech space starts the week off with a surge and economic conditions have been upgraded for most developed countries around the world. Analysts are upgrading stocks […](image)

TDI Podcast: The Right Side Up with Jeffrey Small (#544)

Sun, 21 Jan 2018 19:41:23 +0000

Guest, Jeffrey Small explains why he thinks that it may be time to get out of stocks. He tells us that most investors don’t know the risk that they are facing and how there are many better alternatives. Artificial markets, buybacks and central bank priming are some of the key reasons that Jeff believes are […](image)

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DHUnplugged #391: TTM – To The Moon

Wed, 17 Jan 2018 09:33:00 +0000

Do Markets want to go higher? Investors are happy to keep buying and buying. Nut, how high can we go? Starting to hear comments like TTM – To The Moon makes us wonder if euphoria has taken over and logic has been all but scrapped. Cryptos crash, crude surges, economic conditions strengthen and earnings season […](image)

TDI Podcast: Danielle DiMartino Booth – Fed Up (#543)

Sun, 14 Jan 2018 17:51:47 +0000

Guest, Danielle DiMartino Booth and Andrew discuss inflation from the Fed’s perspective. Danielle provides a some fascinating statistics regarding the massive amount of stimulus that has been pumped into global markets by central banks in 2017 as well as her thoughts on the potential for a global tax war. What about that yield curve? What […](image)

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DHUnplugged #390: The AI Blockchain CryptoCurrency Show

Wed, 10 Jan 2018 09:28:00 +0000

What was thought a short-term anomaly has turned into a crazed trend. Just say the word blockchain and stocks move straight up. Markets continue making new highs and start the new year with a bang. Analysts are scrambling to upgrade price targets. Apple is being sued by the French government under the Planned Obsolescence laws […](image)

TDI Podcast: The Mean Reversion Trade (#542)

Sun, 07 Jan 2018 22:31:32 +0000

Investors celebrating the New Year! Crude oil hit best level since 2014. While the jobs report was disappointing – it had not impact on markets. CryptoCurrency sites seeing a deluge of new accounts – we get to the bottom of what is going on. Take a look at the guests we have had on the […](image)

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DHUnplugged #389: Bull Jumping

Wed, 03 Jan 2018 09:37:00 +0000

Out with 2017 and in with a brand new year. Will it be a repeat of the last twelve months or not? Now that most of the exciting news and catalysts are known, what will market participants look for to keep the bull going forward? Plus, the winner of the DH CTP Cup, a dissection […](image)

TDI Podcast: The “Best Of” Show 2017 (#541)

Sun, 31 Dec 2017 17:42:28 +0000

What an amazing year! With over 60 hours of listening time recorded this year, we had some remarkable guests and gained tremendous insights. Discussions ranged from behavioral finance to the deconstruction of economic data. Awards ceremonies for the first time the DJIA hit 20,000 and a good amount of content related to the hot cryptocurrency […](image)

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TDI Podcast Highlights: Lessons Learned (#539)

Thu, 28 Dec 2017 17:46:08 +0000

On This Week's Podcast The Disciplined Investor Discusses: Cryptocurrency Stocks, The FOMC Rate Decision, Tax Bill Changes, Cryptocurrencies and Technical Analysts, Lessons to Learn for 2018(image)

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