The Disciplined Investor Podcast
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