The Disciplined Investor
The Disciplined Investor Podcast
Episodes
October 13, 2024 • 58 mins
New Highs across the board – (Big Caps – not the small caps).
China stocks get obliterated.
Rates moving up – CPI report….
This week's guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play.
Every Wednesday morning Patrick i...
Mark as Played
October 6, 2024 • 49 mins
Shocking – Rates running higher on better then expected jobs report.
Oil on the move as the Middle East conflict intensifies.
China and Emerging Markets on Fire – breaking out from long base.
This week's guest - Tim Knight – a self proclaimed Permabear.
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 – which perhaps goes a long way explaini...
Mark as Played
September 29, 2024 • 47 mins
China surges, then drops then surges – after massive stimulus introduced.
Tech leads into the end of the quarter.
Metals, including copper get a boost.
And out Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators.
Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear...
Mark as Played
September 22, 2024 • 53 mins
Rate cuts are sparking excitement.
Market playbook resetting to lower rate outlook.
Tech spitting and sputtering.
Oil gets a lift after crashing though key support.
And our guest this week is Steve Sanders – EVP at Interactive Brokers
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the compa...
Mark as Played
September 15, 2024 • 53 mins
Surge and plunge – plunge and surge – new market realities.
Risk up – but that is quickly undone.
The Debate breathes life into a few sectors.
Guest, Frank Curzio – Curzio Research - the outlook into the end of the year.
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. ...
Mark as Played
September 8, 2024 • 38 mins
September – not usually the best seasonal trends
A question: Diversification – what is it and why do I need it?
Active Management and Passive Strategies – a primer.
Check this out and find out more at: http://www.interactivebrokers.com/
Follow @andrewhorowitz
Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE
Stocks mentioned in this episode: (N/A)
Mark as Played
September 1, 2024 • 52 mins
How to stay the course – even through time of doubt
What’s up with the consumers anyway?
Powell’s outlook moves markets – predictable
And our guest – Brian Dress from Left Brain Wealth Management
Brian Dress has 15+ years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but a...
Mark as Played
August 25, 2024 • 54 mins
Is the end of "peak commodities" a possibility and what is the cycle that we may see in the near future.
The Fed and Jackson Hole - they need to ring the victory bell already and then step aside.
Our guest, Carley Garner Futures and Options Trader on the outlook for commodities.
Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two d...
Mark as Played
August 18, 2024 • 39 mins
The "carry" trade blows up – But now: Fully Resolved
Economic Indicators Bad – but that good news for markets
Under the radar layoffs happening...
Gust Anthony Scaramucci , Founder, Skybridge Capital (Who has a few things to say about politics and the election).
Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought lead...
Mark as Played
August 11, 2024 • 61 mins
3-days and it all changed…
Yen Carry trade – Central banks breaking things.
Markets move and investors freak out and The VIX makes a historic move.
This week's guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research.
Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Daniel Faggella is an internationally recognized speaker on the use-cases and...
Mark as Played
August 4, 2024 • 54 mins
Balancing risks and returns
Gold - a good investment?
Real Estate as an investment
Setting up for success - with Guest Dr. Roger Silk.
Roger D. Silk, Ph.D. is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy.
Dr. Silk has more than three decades o...
Mark as Played
July 28, 2024 • 56 mins
Big Tech making a mess of markets
A new candidate – investors re-assessing their holdings.
September rate cut probability of at 100% - lets discuss.
Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including...
Mark as Played
July 21, 2024 • 57 mins
What is going on? Questions about the current market's sustainability...
HUGE rotation into small-caps and financials.
College planning - does it have to be so difficult?
Guest - College planning expert Brad Baldridge.
Brad Baldridge is a College Funding Specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. As a financial expert, blogger ...
Mark as Played
July 14, 2024 • 50 mins
Up and Up - what is next?
So many questions about this market’s next leg….
Inflation- mixed messages – but the Fed is pushing the carrot
Guest - Dr. Richard Smith
When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formulas to invest in the stock market, he decided to try it out himself. Using his own formula, he found that he could make more money and take less ...
Mark as Played
July 7, 2024 • 60 mins
Short week – plenty of action
The breath keeps getting worse
The Debate – what does that mean for markets?
This episode's guest: our good friend , author and former banker Satyajit Das – all the way from down under
Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate ...
Mark as Played
June 30, 2024 • 48 mins
An interesting turn in politics.
Looking at the "Awesome Portfolio"
Having a healthy relationship with money with this week's Guest - Jared Dillian.
Jared Dillian is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. He graduated from the United States Coast Guard Academy in 1996 with a B.S. in Mathematics and Computer Science, from the University of ...
Mark as Played
June 23, 2024 • 33 mins
Markets , Economics and Insights
Looking to learn from one of the greats – GOAT!
This episode's guest: Jim Rogers - The Investment Biker
Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, Th...
Mark as Played
June 16, 2024 • 51 mins
Stocks breaking out – tech mania continues
Apple finally announces AI – investors love it
CPI comes in – yields drop – it is Goldie Lox all over again!
And our guest this week is Steve Sanders – EVP at Interactive Brokers
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introdu...
Mark as Played
June 9, 2024
Inflation comes and goes
US Economy hitting a soft patch.
Summer doldrums for markets.
Guest Jim Bruce – Movie producer and writer of Money for Nothing and The Restless Billionaire.
Money For Nothing, Inside the Federal Reserve - Jim Bruce - Producer, Director and Writer of Money For Nothing, Inside the Federal Reserve. Money For Nothing is Jim Bruce's directorial debut. Jim was Editor/Writer/Co-Producer of Sierra Leone'...
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June 2, 2024
End of May – 2/3 of the quarter is over
Waiting for the Split as shares rocket higher
Looking for reasons to be bearish or bullish
And our Guest – Ross Gerber of Gerber Kawasaki
Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of th...
Mark as Played
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