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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, 22 Apr 2018 16:41:09 +0000

Copyright: 2008 + The Disciplined Investor
 



TDI Podcast: Two For The Money – Crosby and Seymour (#557)

Sun, 22 Apr 2018 16:41:09 +0000

This week we have two great guests. First up is Daniel Crosby with a discussion about the embedded psychology of investing. We cover reasons why investors make decisions and how a shift in mental attitude can help with profits. Herd mentality and group think are important to understand to gain an edge. Tim Seymour from […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/_NEUK42IWTE/tdi_episode557.mp3




DHUnplugged #404: A Whole Lot of Half Truths

Wed, 18 Apr 2018 17:39:00 +0000

Where is JCD? Missed the show this week… Quick solo show with headlines and news tidbits from Andrew. Markets are getting a boost as much of the headline news has subsided. Earnings season is underway and there are a few half-truths that are being spread around that we will get straightened out. Covering a chunk […](image)



TDI Podcast: Crossing Wall Street with Eddy Elfenbein (#556)

Sun, 15 Apr 2018 23:10:54 +0000

First time guest, Eddy Elfenbein is dedicated to a bottom’s up approach when researching stocks. While many investors are all about a momentum, top down approach, Eddy explains his strategy and how that has helped him with some great long-term performance. Markets stage a comeback for the week, Missiles fired on Syria in symbolic hand-slap […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/tbDRg2OvMmA/tdi_episode556.mp3




DHUnplugged #403: Batting With A Blindfold

Wed, 11 Apr 2018 07:18:00 +0000

Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded. Plenty of interesting economic and earnings news items on tap for the next couple of weeks. We will […](image)



Do You Want To Play A Game?

Tue, 10 Apr 2018 18:16:12 +0000

Do you want to Play a Game? The stakes are high and the potential impact to your portfolio is significant. In this issue of the Horowitz & Company Economic Commentary, we discuss the potential for an escalation of a trade war between the U.S. and China: The latest round of U.S. tariffs directed against China […](image)



TDI Podcast: Hedging and Trade Wars (#555)

Sun, 08 Apr 2018 20:39:19 +0000

Tough tariff talk tanks markets. Many listeners have asked what they should do at this point. Hedge, sell, buy or what? In this episode we try to give some practical advice on these questions. Economics look strong, earnings are supposed to be solid, but what are the technical conditions telling us? Plus, a look into […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/K6uuCDthZpU/tdi_episode555.mp3




DHUnplugged #402: TRADE WAR!

Wed, 04 Apr 2018 07:17:00 +0000

Trade war on the way? Seem that is the case – even though it is being downplayed. Markets have been in a free-fall as the news/headlines are just too much to digest. The question remains: Will earnings season save markets? A look at the Spotify direct listing as well as some of the important items […](image)



TDI Podcast: Adapting to Market Conditions (#554)

Sun, 01 Apr 2018 23:05:41 +0000

End of month and the end of the first quarter. Markets have been zigging and zagging with a significant leadership change to boot. What happened and where do we go from here? Headline risk could be as high as it has ever been and that has brought a clear shift in sentiment. As investors, we […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/07svZTPdpDY/tdi_episode554.mp3




DHUnplugged #401: Smooth Sailing to Shipwreck

Wed, 28 Mar 2018 07:21:00 +0000

A big week down after fears of a trade war escalate. That was quickly followed by a massive rally as talk of some U.S./China talks were underway. Facebook is getting grilled from all sides and the stock is under major pressure. Technical levels are in play as the sell-side continues to harp on the fundamental […](image)



TDI Podcast: Hawkish Tilt with Danielle DiMartino Booth (#553)

Sun, 25 Mar 2018 21:59:36 +0000

Guest, Danielle DiMartino Booth and Andrew discuss what happened at the last Fed meeting. Jerome Powell’s first outing and we delve into what he said – and didn’t say. Markets are getting smacked. As we discussed last week, there is much that the markets were going to have to deal with – but it became […](image)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/myixaHdy4M4/tdi_episode553.mp3




DHUnplugged #400: Facebook’d

Wed, 21 Mar 2018 07:26:00 +0000

Is it news to anyone that personal data that is willingly shared on social media is readily available and sold to advertisers? This does not seem to be anything new. Nor is the fact that nefarious uses of personal data is commonplace in order to mold behavior.  Even so, once Congress gets involved things can […](image)



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)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/Q8bZImrrrUg/tdi_episode552.mp3




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)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/iZFEIL68HJQ/tdi_episode551.mp3




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)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/T-UeSinLhn0/tdi_episode550.mp3




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)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/Lv7zFGpN9p0/tdi_episode549.mp3




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)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/CHtzNKh5dVI/tdi_episode548.mp3




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)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/-llDFGSdLxQ/tdi_episode547.mp3




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)


Media Files:
http://feedproxy.google.com/~r/thedisciplinedinvestor/EBHR/~5/Cpk-v8gosa4/tdi_episode546.mp3