The Disciplined Investor

The Disciplined Investor Podcast

Episodes

Total: 76

Shocking – Rates running higher on better then expected jobs report. Oil on the move as the Middle E

China surges, then drops then surges – after massive stimulus introduced. Tech leads into the end of

Rate cuts are sparking excitement. Market playbook resetting to lower rate outlook. Tech spitting an

Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. Th

September – not usually the best seasonal trends A question: Diversification – what is it and why do

How to stay the course – even through time of doubt What’s up with the consumers anyway? Powell’s ou

Is the end of “peak commodities” a possibility and what is the cycle that we may see in

The “carry” trade blows up – But now: Fully Resolved Economic Indicators Bad – but that

3-days and it all changed… Yen Carry trade – Central banks breaking things. Markets move and investo

Balancing risks and returns Gold – a good investment? Real Estate as an investment Setting up

Big Tech making a mess of markets A new candidate – investors re-assessing their holdings. September

What is going on? Questions about the current market’s sustainability… HUGE rotation int

Up and Up – what is next? So many questions about this market’s next leg…. Inflation- mixed me

Short week – plenty of action The breath keeps getting worse The Debate – what does that mean for ma

An interesting turn in politics. Looking at the “Awesome Portfolio” Having a healthy rel

Markets , Economics and Insights Looking to learn from one of the greats – GOAT! This episode’

Stocks breaking out – tech mania continues Apple finally announces AI – investors love it CPI come

Inflation comes and goes US Economy hitting a soft patch. Summer doldrums for markets. Guest Jim

End of May – 2/3 of the quarter is over Waiting for the Split as shares rocket higher Looking for

NVDA earnings so good  it sucks the markets dry. Fed minutes – sounding a bit hawkish. Bond yields