The Disciplined Investor

Quick flip and pivot – Fed in focus. Stagflation alert – inflation remains sticky. Unemployment – ADP show massive losses in one category. Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director...

Tax Relief Boosts Corporate Earnings S&P 500 Financial Performance Analysis Share Buybacks and Market Indices Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices...

We got numbers! NVIDIA EARNINGS – now we know – remarkable turnaround on the news. Yen at critical levels – global markets should be on alert. This week’s guest – Tim Knight – a self proclaimed Permabear. NEW! Download...

The Government is back open – is that a good thing? October’s economic data may be lost forever. Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki. NEW!...

The Emperor New Clothes – looks familiar. A closer look at valuations Tariffs under fire – Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing...

Swiss cheese agreements. Overspending by big tech – could that be their downfall? A rate cut in the dark and AI’s Impact on Future Workforce. Guest: Vitaliy Katsenelson is discussing the basic math of the markets...

It’s time to tend to tend to the garden – a little maintenance for the portfolio October does what it usually does Targets raised, analysts are trying to keep up – even if earnings miss And our guest – Danielle...

Bank earnings – looking good so far (for the big boys). CHINA TRADE WAR – but what that really mean? 10 yr yield tapping on 4% and markets showing another “V” recovery – or fake out? And our guest, Howard Lindzon...

The government is shutdown – How long this time? The Bubble – how much longer can it last? The healthcare sector gets a needed boost…. Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI...

October – will history repeat? New tariffs announced – again. Thinking about 401k plans – innovation or exploitation? And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley NEW!...

Stocks take a breather after a huge run. Economist talking out of both sides of their mouths. Circular finance and vendor financing – all the rage. Andrew Wilkenson, Director of Trading Education at Interactive Brokers...

The FED – CUTS as expected Dot Plot turns dovish Market – not much of a move really Rug pulls – moving out of cryto and into IPOs And we are talking taxes and crypto – with our guest Pat Camuso NEW! DOWNLOAD THIS...

Inflation is up and its down. We have revisions and a weakening jobs market. 10yr Treasury trying to break below 4%. And a new top dog is crowned. Our guest, Peter Schiff of Europacific Global. NEW! DOWNLOAD THE AI...

We asked about Frank to the AI bot and listen to what it said. Eco, Fed and Valuations False Market Values – are they a thing? We get to the bottom of that question. Guest, Frank Curzio – Curzio Research – the outlook...

Markets react to the chance of a rate cut. Summertime lull was anything but boring. September and October await – two of the seasonally worst months for markets. And our guest – Danielle Park, Venable Park Investment...

Big shoes to fill at the Fed. Taking pruning sheers to the MoMo names. Is that it for the year? Digestion phase is upon us. Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk...

Home country bias – not benefiting you this year. CPI inflation – not as bad on the top line – under the surface more to look at. Global Momentum fund review – and new Exchange ETF opportunities for tax benefits. Our...

The Bend and Snap – a one day sell-off is all it takes Services PMI is just about the contraction zone Economic reports softening – markets begging for a rate cut This episode’s guest: our good friend, author and former...

F1 Racing and the markets. Earnings, economics and the Fed. The casino – zero date options. Thomas Thornton, Hedge Fund Telemetry is this week’s guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Stay...

The first time in history this is happening in India What is Jim Buying? A restraint of trade and why commodity prices are cheap Looking to learn from one of the greats – GOAT! This episode’s guest: Jim Rogers – The...

Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course! Tariff Fever – Markets don’t really care. Bitcoin on the move and we will discuss with our guest – Guest Anthony...

The OBBBA is signed into law. Letters are going out with a new deadline. Coming up on earnings season – JPM reporting on the 15 th – next week. And our guest – Larry McMillan – The Options Strategist. NEW! DOWNLOAD THE...

Jobs Job Jobs – not too hot, not too cold. VIX – under 17 – a contra-signal? The KRI (Key) seems to thing so – overbought at a +5 Guest John Pugliano, host of the Wealthsteading Podcast is our guest. NEW! DOWNLOAD THE...

PCE – The Fed’s preferred inflation metric… The VIX – pricing in smooth sailing – how to hedge… And commodities – The one most interesting trade right now is…? Commodities on the move – great time to bring on our guest...

The Presidential Cycle and the sectors that may benefit. Taking a look at the Longevity Paradox Tariffs and Inflation – is it all a hoax? Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW!...