The Disciplined Investor
The Disciplined Investor Podcast
Episodes
Prospective Perspective – we are looking ahead by looking back.
A new year – what may drive returns into 2026.
So many guests, so much wisdom as we kick off another great year of the TDI Podcast and a great compilation this week of guest clips from 2025.
Being disciplined pays off.
Markets finishing in a good place – ready for 2026.
Fun times ahead with a January warning.
Inspired by Market Wizards with our guest, the renowned Jack Schwager.
The Fed cuts and keeps markets guessing.
Silver hits a record – up 100% this year.
Looking at frameworks and fake transparency.
And our guest – Ed Easterling, Founder and President of Crestmont Research
Quick flip and pivot – Fed in focus.
Stagflation alert – inflation remains sticky.
Unemployment – ADP show massive losses in one category.
Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.
Read moreTax Relief Boosts Corporate Earnings
S&P 500 Financial Performance Analysis
Share Buybacks and Market Indices
Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices
We got numbers!
NVIDIA EARNINGS – now we know – remarkable turnaround on the news.
Yen at critical levels – global markets should be on alert.
This week’s guest – Tim Knight – a self proclaimed Permabear.
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.
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.
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.
Read moreIt’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”
Read moreBank 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.
Read moreOctober – 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
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.
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 Read more
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.
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…
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.
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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