The Disciplined Investor
The Disciplined Investor Podcast
Episodes
August 10, 2025 • 64 mins
The Bend and Snap – a one day sell-off is all it takes
Services PMI is just about the contraction zone
Economic reports softening – markets begging for a rate cut
This episode's guest: our good friend , author and former banker Satyajit Das – all the way from down under
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Satyajit Das is an internationally respected expert in finance, with over 37 years’...
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August 3, 2025 • 66 mins
F1 Racing and the markets.
Earnings, economics and the Fed.
The casino - zero date options.
Thomas Thornton, Hedge Fund Telemetry is this week's guest.
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Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a selec...
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July 27, 2025 • 52 mins
The first time in history this is happening in India
What is Jim Buying?
A restraint of trade and why commodity prices are cheap
Looking to learn from one of the greats – GOAT!
This episode's guest: Jim Rogers - The Investment Biker
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Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. ...
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July 20, 2025 • 62 mins
Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!
Tariff Fever – Markets don’t really care.
Bitcoin on the move and we will discuss with our guest - Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast.
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Anthony Scaramucci is the founder and managing partner of SkyBridge, a globa...
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July 13, 2025 • 55 mins
The OBBBA is signed into law.
Letters are going out with a new deadline.
Coming up on earnings season – JPM reporting on the 15th – next week.
And our guest – Larry McMillan – The Options Strategist.
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Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options str...
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July 6, 2025 • 60 mins
Jobs Job Jobs - not too hot, not too cold.
VIX – under 17 – a contra-signal?
The KRI (Key) seems to thing so – overbought at a +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest.
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Follow @andrewhorowitz
John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealths...
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June 29, 2025 • 61 mins
PCE – The Fed’s preferred inflation metric…
The VIX – pricing in smooth sailing - how to hedge...
And commodities – The one most interesting trade right now is...?
Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley Trading
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Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financia...
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June 22, 2025 • 63 mins
The Presidential Cycle and the sectors that may benefit.
Taking a look at the Longevity Paradox
Tariffs and Inflation - is it all a hoax?
Our guest this week – David Gaffen, Breaking News editor at Reuters.
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David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor a...
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June 15, 2025 • 49 mins
AI is coming to finance with some major Shifts to the investment landscape
Sumo Politics in full force.
We got a China deal, or did we?
Seeking out innovation with our guest, Steven Sanders - EVP, Interactive Brokers.
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Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all...
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June 8, 2025 • 61 mins
How to invest, research and do it with skin in the game.
Is the USD vulnerable? You may be surprised by the answer.
How to identify under-the-radar opportunities.
Guest, Frank Curzio – Curzio Research - the outlook into the end of the year.
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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three decades of experience c...
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June 1, 2025 • 84 mins
The tariff saga continues – we got the The TACO trade and the courts now.
The Big Beautiful Bill – in jeopardy.
May was a jolly good month – equities ripped higher.
Guest: Barry Ritholtz, Ritholtz Wealth Management, Host - Masters In Business and Author.
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Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Manag...
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May 25, 2025 • 63 mins
The economy looks okay – retailers say otherwise.
The BIG Beautiful bill is on its way through the sausage factory.
Spec Tech (like quantum stocks) still in rally mode.
Guest: Tom Nelson, Franklin Templeton Funds
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Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a m...
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May 18, 2025 • 61 mins
Consistency pays and it should be a basic discipline.
Let's talk about process and the plan.
Deals and congressional actions are front and center.
And our guest – Ed Easterling of Crestmont Research.
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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative resear...
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May 11, 2025 • 64 mins
The Art of the Steal?
Powell holds firm on rates.
Big announcement – UK deal – or was it?
China meeting set for this weekend - looks like a lit of hot air.
This week's guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research.
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Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research...
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May 4, 2025 • 64 mins
BOOM Tech earnings– a few big winners here!
GDP goes negative – jobs numbers – pockets of concern.
Yields down and the Fed is in play again.
Tax Season ended, but it is never really over
This week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”
Dan Pilla’s ...
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April 27, 2025 • 66 mins
What a mess – markets under siege.
Powell attacked, then a reversal – one week policy reversals.
Market now pushing policy – Team Trump wakes up to reality.
This week's guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
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Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic...
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April 20, 2025 • 56 mins
Tariff Turmoil – not getting much better
Stock Market Chaos – Uncertainty reigns
Recession Alarm – Is this a ticking time bomb?
And our guest – Brian Dress from Left Brain Wealth Management
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Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-eff...
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April 13, 2025 • 68 mins
It only took one week – Tariffs on – Tariffs off again
Huge rally – seemed to give institutions to lighten up
Damaging policies with long term impacts
Some thoughts on emotions and markets
And our Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators.
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Manuel Blay is the editor of TheDowTheory.com, a top-ra...
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April 6, 2025 • 56 mins
Retaliation on the Retaliatory Tariffs – where does it end?
Eat your vegetables – people!
Put call ratio 1.6 and the VIX hits 45!
Oil – 3-year low.
This week's guest - Tim Knight – a self proclaimed permabear Tim Knight.
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Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – ...
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March 30, 2025 • 64 mins
March needs a miraculous ending to force green.
Tariffs - a means to their own ends. What does that mean?
Gold continues its ascent.
Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.
Our guest this week – David Gaffen, Break News editor at Reuters.
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David Gaffen is the U.S. breaking news companies editor at Reute...
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