The Disciplined Investor Podcast
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The Disciplined Investor Podcast
The Disciplined Investor Podcast
3d ago
The Fed – Is Powell throwing in the towel?
AI – Profits spreading – lots of money to be made.
Apple – dragged down by a new lawsuit.
90 years of evidence, this week’s guest says this is the key asset class to own..
Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articl ..read more
The Disciplined Investor Podcast
1w ago
Two more hot inflation reports – stickier than thought.
What goes up – doesn’t have to come down – but often checks back.
Tax season is here – a few friendly reminders
Guest – Paul Barron – The Paul Barron Network
Paul Barron is a technologist and futurist that has forecasted various major market shifts in the past 25 years from a 100 billion impact on the restaurant and retail business to the impact of social media on our society in 2007. He has built the next era media platform for professionals based on video, podcasts, and on-demand content strategies that is re-mapping modern-day ..read more
The Disciplined Investor Podcast
2w ago
Markets moving – pros thinking about hedging – March is here and thinking about consolidation potential
AI hype continues and continues…
This week’s guest is Thomas Thornton – Hedge Fund Telemetry.
Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our growing team at Hedge Fund Telemetry i ..read more
The Disciplined Investor Podcast
3w ago
Education and implementation of investing techniques.
In this episode, we discuss the important aspects investing, best execution and enhancements to a really cool trading platform.
This episode’s guest: 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 introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institut ..read more
The Disciplined Investor Podcast
1M ago
No stopping a speeding freight train
A rising tide raises all CHIPS – and boy did they rise
Inflation still an issue and the Fed trying to talk markets down (Not working)
Guest: Larry McMillan takes us through some interesting options strategies.
Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and ..read more
The Disciplined Investor Podcast
1M ago
Inflation – Maybe Stagflation?
Surging unprofitable stocks – a bit of déjà vu here
AI fever rolls on (and on)
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 Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact missi ..read more
The Disciplined Investor Podcast
1M ago
A banking crisis brewing? Say it aint so
Fed’s trying to talk down rate cuts – Powell on 60 Minutes
Looking like a pullback could be in the cards
Guest, Frank Curzio – Curzio Research
Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subscriptions available)
He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed ..read more
The Disciplined Investor Podcast
1M ago
January is in the books – and the results are mixed.
The Fed gives and takes away – No cuts on the table just yet.
Plenty of tech news this week – Earnings and more earnings.
And our guest this week – Tom McClellan of the McClellan Market Report.
Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning poi ..read more
The Disciplined Investor Podcast
2M ago
US Economy humming along – better than expected – but calls for rate cuts continue.
Is this the Year for Foreign? Not so fast says markets.
Bitcoin – post ETF blues.
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 explaining his disposition toward bearishness.
He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming comput ..read more
The Disciplined Investor Podcast
2M ago
And on that server farm there was a chip – Ai-Ai-O
Guests John Pugliano and Danielle Dimartino Booth are this week’s guest – talking about the only two things that seem to matter – The Fed and Ai.
Follow @andrewhorowitz
John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles.
John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuito ..read more