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The Disciplined Investor

Investment Disciplines and Timely Advice.

Last Build Date: Wed, 18 Apr 2018 17:39:00 +0000

Copyright: 2017+

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)

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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)

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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)

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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)

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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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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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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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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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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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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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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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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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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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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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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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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: Negging with Ben Hunt (#540)

Fri, 22 Dec 2017 21:23:02 +0000

Guest, Dr. Ben Hunt is the last guest for 2017 and a great one indeed. We discuss the levers that are pulled by many in the establishments in order to have us think along with the herd. Some of the more interesting areas of discussion focus on behavioral finance and how to better understand the messaging […](image)

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TDI Podcast: Twisting the Pitch – Lessons Learned (#539)

Sun, 17 Dec 2017 22:28:32 +0000

There you have it – rates hiked by Yellen in her last official meeting and the Tax Reform Bill appears to be a done deal. It has also become clear that all you have to do is mention blockchain in your PR piece and stocks take off – we  take a look at some of […](image)

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TDI Podcast: Harry Dent on Zero Hour (#538)

Sun, 10 Dec 2017 19:16:15 +0000

Guest, Harry Dent is adamant that a major market correction is coming. He lays out his research and provides what he believes will be the catalyst to a global crash. Now that Bitcoin futures are trading, what will be the reaction in the cryptocurrency world? We have some of the possible outcomes outlined. Economics are […](image)

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TDI Podcast: Frank Curzio Says Retail Is Not Dead! (#537)

Sun, 03 Dec 2017 20:44:50 +0000

Frank Curzio is our guest as we discuss several topics, ranging from the economy to politics and then to retail and energy plays. Plenty of stock ideas, insight and education in this episode. Plus – we get into the most recent tax bill and what that will mean for corporate profits and the deficit. We […](image)

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TDI Podcast: Retail, Bitcoin Stocks and Giving Thanks (#536)

Sat, 25 Nov 2017 21:37:02 +0000

Some of the high-flying stocks that are associated with Bitcoin/Cryptocurrencies are making moves – we identify a few to take a further look at. We start off with a review of the latest eco reports, then discuss what to look for in the next potential phase of the bitcoin craze and follow it up with […](image)

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TDI Podcast: Investing in Private Equity (#535)

Sun, 19 Nov 2017 20:15:38 +0000

Casey Swercheck of Capitala Group helps us to understand the ins and outs of Private Equity (PE) investing. The basics and types, what to expect and risks. We discuss how the landscape has changed since 2008 as well as the PE process. In this episode, we also cover some of the movers this week and […](image)

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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)

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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)

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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)

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