The Disciplined Investor

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 whose...

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...

War is on or off – can’t keep trackBut, nothing has changed with the flow of oilWhat is the story that markets really telling us ?And our guest, Howard Lindzon, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund...

10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken.Key Reversal Indicator breaches an important level.Employment, Inflation and eco still looking good.Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Tom Nelson is a senior vice...

We kind of have a ceasefire – depends on who you ask.The Fed still thinking of a rate cut this year.Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand…We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia AnalyticsNEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Clare Flynn Levy is the founder and CEO of...

Sitting on hands – maybe a good idea right now.Confidence vs. courage in your investment process.A look at Q1 markets and economics.Thomas Thornton, Hedge Fund Telemetry is this week’s guest.NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a...

A one sided peace plan? Let’s hope not…Inflation estimates in the 5% range and climbing.Private markets, credit and the same story all over again.And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap? Learn More at http://www.ibkr.com/fundsFollow @andrewhorowitzLooking for style diversification? More information on the TDI Managed Growth Strategy –...

PPI just exploded higher.Florida Freeze about to hit our wallets.The Fed is on hold but not happy.And the War carry’s on…Our guest this week – David Gaffen, Breaking News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. He also did stints as the U.S....

Oil’s Big move – one for the record books.Markets in a slight panic – not too worse for ware.Inflation numbers are out – but does anyone care?And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic...

War and Markets – Not a great mixSouth Korea tumbles the most in historyInflation risk is real again – the Fed’s quandary is realInvestors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and...