The Disciplined Investor

Rocky Road as inflation kick in hard.The weight of the debt is overwhelming.Banks, tech and earnings in the spotlight….Thinking about your brain on finance… A great topic to discuss with our Guest – Dr. Daniel Crosby – Chief Behavioral Officer with Orion.Read this episode’s Podcast Summary and NotesDr. Daniel Crosby is a psychologist and behavioural finance expert whose work lives at the...

Stocks have been hitting records while the bond market is throwing a fit.Oil is moving higher as the Fed is trying to figure out what to do next. Something doesn’t quite add up.This week’s guest – James Stack of InvesTech and Stack Financial Management.NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)Recognized as one of the nation’s leading technical analysts, James Stack was formerly a...

Here we go – the start of the final 3 months of 2026.A look back to look ahead.What to expect – when investing…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 Essentia Analytics, a fintech firm that uses decision attribution analytics to help both...

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...