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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: Wed, 15 Nov 2017 09:31:00 +0000

Copyright: 2008 + The Disciplined Investor
 



DHUnplugged #383: What Are Bonds Telling Us?

Wed, 15 Nov 2017 09:31:00 +0000

Junk bonds are starting to roll over, Treasury spreads are tightening and the yield curve is flattening. Is the bond market trying to tell us something? A preliminary razor/shave report and updates on markets, the tax plan, China’s economics and world events. Plus the latest on the GE Closest to the Pin and more… ; […](image)



TDI Podcast: The Inflation Capital of The World (#534)

Mon, 13 Nov 2017 01:36:13 +0000

Just back from a crazy weekend in NYC. If there is a lack of inflation in the rest of the world it is because it is all concentrated in New York. It seems that everything is getting more expensive there by the hour… A quick show where we look at the latest economics, Senate tax […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/zHKxxuNtl2E/tdi_episode534.mp3




DHUnplugged #382: The Purge

Wed, 08 Nov 2017 09:13:00 +0000

The Middle East is seeing some interesting activity as Saudi Arabia is purging many royal and government officials. More domestic terror attacks than ever before and the frequency is alarming. Economic reports, tax reform and stocks to watch – all discussed in this episode. ; See this week’s stock picks HERE Follow John C. Dvorak […](image)



TDI Podcast: CryptoCurrency Wagering (#533)

Sun, 05 Nov 2017 18:49:36 +0000

With Bitcoin reaching new highs, there are new ways to use this and other crytpocurrencies – Who knows, maybe one day this will actually become more of an accepted payment method. We start with a discussion of the release of the House Tax Bill and then look at the announcement of President Trump’s Fed Chair […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/SQJIeuzmzGs/tdi_episode533.mp3




DHUnplugged #381: No Spooking This Market

Wed, 01 Nov 2017 07:20:00 +0000

So much for the worry about October. Markets have no worries as economic and earnings report paint a rather pretty picture. Tech leads the way over the last week and the appointment of the next Fed Chair is upon us. Plenty of news to digest along with the latest updates – and a few stock […](image)



TDI Podcast: Trial Balloons (#532)

Sun, 29 Oct 2017 21:40:09 +0000

Earnings and economics are lining up well and markets are plowing higher. Amazon founder Jeff Bezos has once again hit the richest person in the world level with Amazon stock reaching a new high. We get into trial balloons and how the impact markets as the next Fed chair is soon to be announced. Plus: […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/NGagXiwn3eo/tdi_episode532.mp3




DHUnplugged #380: EarningsPalooza

Wed, 25 Oct 2017 07:21:00 +0000

It is the heart of earnings season and markets seem to like what they see. Plenty of good news from companies – some bad. More stimulus to come from Japan?  A new Fed chief on the way? Plus – a look into John’s bag of goodies from Trader Joe’s! ; See this week’s stock picks […](image)



TDI Podcast: Interesting Ideas from Frank Curzio (#531)

Sun, 22 Oct 2017 20:52:33 +0000

Guest: Frank Curzio brings up some great points when it comes to earnings season. We also dig into some of his latest picks and in particular do some grilling for the pounding the table on General Electric (GE). An update on last week’s economic and earnings results as well as what to watch this week. […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/aHlt6HiarG4/tdi_episode531.mp3




DHUnplugged #379: Slow Grind

Wed, 18 Oct 2017 07:24:00 +0000

Markets continue to grind higher as if it is a one way trade. Earnings season is underway and this week starts the onslaught of reports over the next month. So far, so good. Apps may be the next political candidates to hit the trail and we are close to knowing who will b the next […](image)



Download: Market and Eco Commentary (Pulling The Punch-bowl)

Tue, 17 Oct 2017 14:03:54 +0000

The latest Horowitz & Company Economic Commentary and Review is available. In this issue, we discuss the potential candidates for the next Fed Chair position. …Speculating as to who will be the next Fed Chair is the latest rage for financial news networks and periodicals.  President Trump has proclaimed that he plans to make his […](image)



TDI Podcast: Musical Chairs – Fed Style (#530)

Sun, 15 Oct 2017 16:14:59 +0000

Earnings season kicked off with the major banks – all looked good but financials ended down for the week. Consumer confidence hits highs not seen since 2004 – boding well for spending and future GDP growth. PPI hot, CPI soft – the U.S. Dollar reacts as does gold. Plus – a look at the earnings […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/--NN07KziPQ/tdi_episode530.mp3




DHUnplugged #378: The Best Stock Market in The World

Wed, 11 Oct 2017 07:19:00 +0000

Listener Kevin asks us about an emerging market that is off the charts. Employment reports show a massive drop in September. Tesla is looking to get into the gas powered car market an earnings season is right around the corner. Just a few of the topics we dive into this episode. ; See this week’s […](image)



TDI Podcast: A Major Test For Markets with Howard Silverblatt (#529)

Sun, 08 Oct 2017 23:56:45 +0000

Howard SilverBlatt, Senior Index Analyst with S&P Dow Jones Indices takes us through what to expect for the coming earnings season. We discuss many of the factors that have helped the bottom lines for many companies and what may be some of the headwinds to watch for. We also discuss the potential benefits of tax […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/cFOFXz_2eqQ/tdi_episode529.mp3




DHUnnplugged #377: We Have Framework

Wed, 04 Oct 2017 07:18:00 +0000

Small-cap stocks are on fire after the Trump tax reform plan framework is announced. The economy is moving ahead nicely and the Fed still is on hold. Jobs numbers to be released Friday and market participants are looking forward to another strong report. A look at commodity returns, the latest scams and more. ; See […](image)



TDI Podcast: Crypto-Currency Trading with Damon Southward (#528)

Sun, 01 Oct 2017 19:54:13 +0000

Damon Southward, Chief Market Strategist for Briefing.com helps us better understand the trading opportunities with Bitcoin and other alt-coins. We discuss how to trade, what to trade, the mechanism, the opportunity and the pitfalls. There is a big week of economic news on tap and we look into what to expect this week. Plus, some […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/amIfjUq9sJQ/tdi_episode528.mp3




DHUnplugged #376: Jumpy, Sloppy, Tweety

Wed, 27 Sep 2017 07:23:00 +0000

No storms provided by nature this week – however there are many to be found in markets. Mega-cap name get pounded on valuation concerns while small-caps stage a stealth rally to all time highs. The healthcare bill appears all but dead in the water but there has been a flurry of Twitter activity regarding North […](image)



TDI Podcast: A Guest That Will Make You Go Hmmm (#527)

Sun, 24 Sep 2017 17:33:32 +0000

Grant Williams and Andrew discuss the global scarcity of greenbacks as well as the potential for the Fed to drain liquidity within markets. We also explore the possibility of a VIX related event that could cause some of the linked ETFs to implode. The Great Unwind by the Fed is something to keep a close […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/5V81jTH1_9s/tdi_episode527.mp3




WEBINAR: eNVESTOLOGY – The Difference Matters

Wed, 20 Sep 2017 16:18:24 +0000

Join us on Thursday, September 28th at 1PM (ET) as we have the official launch party for eNVESTOLOGY.   We will be exploring many aspects of this exciting program and focusing on how this is different from the traditional set-it and forget-it robo-advice. Some of the things that you will learn about: (The webinar is […](image)



DHUnplugged #375: A Breach Of Confidence

Wed, 20 Sep 2017 07:28:00 +0000

Data beach of epic proportions. Apple’s new phone lineup, markets continue to rally. We discuss the impacts of the Hurricanes plus crypto-currencies getting whacked after some comments from banksters. Of course we cover all of the latest news and market information See this week’s stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew […](image)



TDI Podcast: Democratizing Finance with Raoul Pal (#526)

Sun, 17 Sep 2017 20:11:12 +0000

Raoul Pal of Real Vision is our guest this episode and he has some great insight on the markets, especially in relation to the Global macro backdrop. We discuss the U.S. Dollar’s role in the latest global equity move and his thoughts on the future direction of equities and currencies. Raoul is the host of […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/rwjAQrsQ1T8/tdi_episode526.mp3




The Rise of Dangerous Investment Advice

Thu, 14 Sep 2017 14:57:19 +0000

Nothing new here – or is there? Remember back to the late 1990’s when value investing was all the rage? Investors piled money into managers whose specific style was to find large-cap, low P/E, “blue chip” stocks that were defined as cheap. That worked really well for a few years and then, all of a […](image)



TDI Podcast: Mailbox Money with Jeff Schneider (#525)

Sun, 10 Sep 2017 14:50:48 +0000

Here is a cool idea: Own a piece of music royalties. Jeff Schneider, President of Royalty Exchange presents us with an interesting investment idea. We discuss the state of the steaming music industry as well as how to earn income from ownership of royalty rights. Follow @andrewhorowitz Get your copy of The Disciplined Investor – […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/8tnLLhJbKgA/tdi_episode525.mp3




DHUnplugged #374: Mother Is Angry

Wed, 06 Sep 2017 07:27:00 +0000

North Korea is at it again and Mother Nature must be very angry about something. Stocks are getting hit, bonds bought. Cryptocurrencies are in a tailspin after China’s recent hammer. September has some very interesting lessons to teach us about markets and we explore this and other important recent news. Plus- the winner of the […](image)



TDI Podcast: Vitaliy Katsenelson’s Three Pillars (#524)

Sun, 03 Sep 2017 22:35:29 +0000

Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His “Three Pillars” of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul. We discuss the major differences between value and growth stocks and why […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/XT8dxnLISq8/tdi_episode524.mp3




A Few Quick Eco Charts

Wed, 30 Aug 2017 17:10:59 +0000

Real GDP came in at 3% – a welcome move higher that has been a tough mark to hit. Warren Buffett just commented that “it doesn’t feel like a 3% economy” – but the numbers show that things are picking up. With the Fed moving slowly on any rate hikes and the potential for the […](image)