The Disciplined Investor
The Disciplined Investor Podcast
Episodes
November 16, 2025 • 76 mins
The Government is back open – is that a good thing?
October’s economic data may be lost forever.
Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki.
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Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and ...
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November 9, 2025 • 56 mins
The Emperor New Clothes - looks familiar.
A closer look at valuations
Tariffs under fire - Supreme court hearings.
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-ranked investment letter that has garnered a remarkable reputation for assist...
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November 2, 2025 • 64 mins
Swiss cheese agreements.
Overspending by big tech - could that be their downfall?
A rate cut in the dark and AI's Impact on Future Workforce.
Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.
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Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for...
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October 26, 2025 • 59 mins
It's time to tend to tend to the garden – a little maintenance for the portfolio
October does what it usually does
Targets raised, analysts are trying to keep up – even if earnings miss
And our guest - Danielle DiMartino Booth - the "Fed watcher"
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As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, re...
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October 19, 2025 • 63 mins
Bank earnings – looking good so far (for the big boys).
CHINA TRADE WAR – but what that really mean?
10 yr yield tapping on 4% and markets showing another "V" recovery - or fake out?
And our guest, Howard Lindzon, Founder of Social Leverage.
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Howard Lindzon has over 20 years of experience in both public and private market investing. He previously found...
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October 12, 2025 • 60 mins
The government is shutdown – How long this time?
The Bubble - how much longer can it last?
The healthcare sector gets a needed boost….
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 member of the Investment Strategy &...
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October 5, 2025 • 53 mins
October – will history repeat?
New tariffs announced - again.
Thinking about 401k plans - innovation or exploitation?
And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley
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Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at...
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September 28, 2025 • 57 mins
Stocks take a breather after a huge run.
Economist talking out of both sides of their mouths.
Circular finance and vendor financing – all the rage.
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
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Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in ...
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September 21, 2025 • 67 mins
The FED – CUTS as expected
Dot Plot turns dovish
Market – not much of a move really
Rug pulls – moving out of cryto and into IPOs
And we are talking taxes and crypto – with our guest Pat Camuso
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Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among t...
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September 14, 2025 • 63 mins
Inflation is up and its down.
We have revisions and a weakening jobs market.
10yr Treasury trying to break below 4%.
And a new top dog is crowned.
Our guest, Peter Schiff of Europacific Global.
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Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pa...
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September 7, 2025 • 60 mins
We asked about Frank to the AI bot and listen to what it said.
Eco, Fed and Valuations
False Market Values - are they a thing? We get to the bottom of that question.
Guest, Frank Curzio – Curzio Research - the outlook into the end of the year.
Agentic AI - something to look into...
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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analys...
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August 31, 2025 • 73 mins
Markets react to the chance of a rate cut.
Summertime lull was anything but boring.
September and October await – two of the seasonally worst months for markets.
And our guest – Danielle Park, Venable Park Investment Counsel Inc.
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More information available on Horowitz & Company's TDI Managed Growth Strategy
With 30 years of pro...
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August 24, 2025 • 59 mins
Big shoes to fill at the Fed.
Taking pruning sheers to the MoMo names.
Is that it for the year? Digestion phase is upon us.
Noland Langford, founder of Left Brain Research is our guest this week. Let's talk fundamentals!
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Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate account...
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August 17, 2025 • 58 mins
Home country bias - not benefiting you this year.
CPI inflation - not as bad on the top line - under the surface more to look at.
Global Momentum fund review - and new Exchange ETF opportunities for tax benefits.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management
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Mr. Faber is a co-founder and the Chief Inve...
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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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Stay Updated
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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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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