The Disciplined Investor

Danger Will Robinson – Rates, Prices and Diesel…Somehting is going to break says our guest.A plethora of stocks…And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE SHOW NOTES (Guest Segment)Frank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.Check out his...

The Debt Story Is Worse (and Better) than the Headlines.The Fed is boxed in and it Feels like Economic Indigestion.Oil- could we get to $120 …. and then what?And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is...

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.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...

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. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES...

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. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Tom Nelson is a senior vice president and...

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.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ross Gerber is the Co-Founder,...

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.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das...

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.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...

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 NEW! DOWNLOAD THE AI GENERATED SHOW NOTESChristopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen...

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 NEW! DOWNLOAD THE AI GENERATED SHOW NOTESBrian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of...