The Disciplined Investor

The Disciplined Investor

The Disciplined Investor Podcast

Episodes

September 13, 2026 58 mins

Total PPI was up 5.4% year-over-year, up from 4.8% in July.

Yes, we have inflation.

Oil rocking higher – WTI breaks above $100+

Asking: Do you really know your funds?

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 a...

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Market Complacency, Private Credit, FOMO Insurance.

Fed Policy, Bond Buybacks, Operation Twist.

Commodity Crunch, Hidden Volatility, Market Sinkhole – want more? Listen to this episode and you may find out about what lurks underneath the surface…

Looking into the WHO CARES economy with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick.

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August 30, 2026 72 mins

Operating Twist  becomes Operation FAIL.

NVDA Earnings and other interesting stuff.

We get into the real facts about our oil reserves.

Asset Allocation finally explained with our guest -Tom Nelson, Senior Vice-President and head of asset allocation portfolio management at Franklin Templeton.
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A tongue twister of a move – Bessent’s Big Bond Blunder (say that a few times).

Bitcoin moving higher – not for the reasons you think.

The shine is off the penny – Investors rethinking their tech bets.

This week’s guest – all over SpaceX, Tesla and the latest tech is  – Ross Gerber of Gerber Kawasaki.

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NUA – Never pay tax on Company stock in your 401k – let’s dive in.

Kinetic to Economic – all the war time buzzwords.

Are Massive Sovereign Debtloads choking future growth?

We get to that with our Guest – listener fav Satyajit Das.

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Satyajit Das i...

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Gold and silver ripping.

Jobs numbers telling different many stories.

A good  lesson from crowded trades – Let’s not Tip The Boat…

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...

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Saying Goodbye to JCD.

The first test of the Fed Chair – with a miserable outcome.

Some eye popping moves.

An update on the meniscus repair.

And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst

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Christopher Whalen is one of America’s best-known independent banking analysts...

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July 26, 2026 67 mins

A deeper dive into Technical Analysis.

Prices are probing important levels.

We are on the edge of my seats for more earnings results.

Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net

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Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Usin...

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The High cost of investing – how to keep more of what you make

The tech trade is in tatters – chips entering correction.

Earnings rolling in – investors seeing both sides of the story.

And our guest this week – Tom McClellan of the McClellan Market Report.

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Tom McClellan is a graduate of the U.S. Military Academy at West Point where he...

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War is back on – Oil on the rise.

Some are saying AI trade has peaked – I have some thoughts on that.

Earnings season is just days away.

We will talk about that with our guest –  Gavin Maguire, Senior Analyst at Briefing.com.

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Gavin has more than 20 years of market experience with Briefing.com, cont...

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Jobs report out a day early and a little soft. New revelation  about data-center capacity smack tech shares. June ends on an upbeat note - July is very interesting so far. Our guest, Peter Schiff of Echelon Wealth Partners . NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for o...
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June 28, 2026 59 mins
THE PCE report is out – now the Fed has a decision. Micron blew away estimates – chip prices are soaring. The annual stress tests showing – all clear and banks respond. A great time to bring on our guest - Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Fi...
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June 21, 2026 61 mins
Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio research…   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three de...
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SpaceX Launches its IPO Inflation still a problem I am asking - What are you waiting for ? I want to know.. A portfolio is not the goal. The portfolio is the tool. The goal is the life.   Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned...
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Buy in May and Let’s Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the...
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May 31, 2026 67 mins
A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news. This week's guest: Wesley Gray - Founder, Alpha Architect.   NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of...
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May 24, 2026 55 mins
NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that w...
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May 17, 2026 64 mins
Inflation sticky like old pine sap... Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocativ...
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Blowout numbers from Semis – tech is on fire! The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – is your job at risk. And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Joseph S. Moore, PhD, is an author, historian, and investor...
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Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on... So many people confidently discussing a subject they know little about, while dismissing experts. The big boys have reported ! Powell's Last speech – and a divided Fed. Inflation – via the PCE is hot. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cam...
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