The Disciplined Investor Podcast

1:04:42

TDI Podcast: Divergent Warnings (#994)

The Disciplined Investor Podcast ·

2026/10/11

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 project manager with IBM Research and has a number of domestic and international

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1:07:07

TDI Podcast: 37% Of The Time (#993)

The Disciplined Investor Podcast ·

2026/10/04

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 Analytics NEW! 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 equity fund managers and allocators of capital identify investment skill and bias – and

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59:53

TDI Podcast: Economic Indigestion (#991)

The Disciplined Investor Podcast ·

2026/09/20

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 a distinguished professor of Economics and Political Science at the University of

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58:47

TDI Podcast: Don’t Buy the Label (#990)

The Disciplined Investor Podcast ·

2026/09/13

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 two decades. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has

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1:04:52

TDI Podcast: Wile E. Coyote Market

The Disciplined Investor Podcast ·

2026/09/06

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 (Guest Segment) Steve is the Chief Strategist at Interactive Brokers. He also

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1:05:42

TDI Podcast: Ross Gerber Unplugged (#987)

The Disciplined Investor Podcast ·

2026/08/23

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, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross

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1:00:31

TDI Podcast: GeoEconomics with Das (#986)

The Disciplined Investor Podcast ·

2026/08/16

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 presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved

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1:04:33

TDI Podcast: Don’t Rock the Boat (#985)

The Disciplined Investor Podcast ·

2026/08/09

Gold and silver ripping. Jobs numbers telling different many stories. A good lesson from crowded trades – Let’s not Tip The Boat… Thomas Thornton, Hedge Fund Telemetry is this week’s guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) 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

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1:09:09

TDI Podcast – The Real Risk Explained (#984)

The Disciplined Investor Podcast ·

2026/08/02

Saying Goodbye to JCD.The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair. And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Christopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks,

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1:07:13

TDI Podcast: ONLY Price Pays (#983)

The Disciplined Investor Podcast ·

2026/07/26

A deeper dive into Technical Analysis.Prices are probing important levels. We are on the edge of my seats for more earnings results. Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so

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55:30

TDI Podcast: McClellan’s Quiet Market Trap (#982)

The Disciplined Investor Podcast ·

2026/07/19

The High cost of investing – how to keep more of what you make The tech trade is in tatters – chips entering correction. Earnings rolling in – investors seeing both sides of the story. And our guest this week – Tom McClellan of the McClellan Market Report. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) 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

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1:04:09

TDI Podcast: The Briefing Trader (#981)

The Disciplined Investor Podcast ·

2026/07/12

War is back on – Oil on the rise. Some are saying AI trade has peaked – I have some thoughts on that. Earnings season is just days away. We will talk about that with our guest – Gavin Maguire, Senior Analyst at Briefing.com. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Gavin has more than 20 years of market experience with Briefing.com, contributing real-time commentary to the Live In Play page and helping monitor market-moving news, rumors, economic data, earnings reports,

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59:43

TDI Podcast: Schiff’s Debt Reckoning (#980)

The Disciplined Investor Podcast ·

2026/07/05

Jobs report out a day early and a little soft. New revelation about data-center capacity smack tech shares. June ends on an upbeat note – July is very interesting so far. Our guest, Peter Schiff of Echelon Wealth Partners . NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has

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59:32

TDI Podcast: Chips and Dips (#979)

The Disciplined Investor Podcast ·

2026/06/28

THE PCE report is out – now the Fed has a decision. Micron blew away estimates – chip prices are soaring. The annual stress tests showing – all clear and banks respond. A great time to bring on our guest – Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity

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1:01:39

TDI Podcast: Trump’s Circle (#978)

The Disciplined Investor Podcast ·

2026/06/21

Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been

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55:09

TDI Podcast: Crypto Camuso (#974)

The Disciplined Investor Podcast ·

2026/05/24

NVDA earning are out.SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field,

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1:09:21

TDI Podcast: The History of the Future

The Disciplined Investor Podcast ·

2026/05/10

Blowout numbers from Semis – tech is on fire!The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – is your job at risk. And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history’s wildest financial strategies made him financially independent in his

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1:04:42

TDI Podcast: 10 TEN 10 (#969)

The Disciplined Investor Podcast ·

2026/04/19

10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken.Key Reversal Indicator breaches an important level. Employment, Inflation and eco still looking good. Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment

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1:08:13

TDI Podcast: Stock Market Maestros (#968)

The Disciplined Investor Podcast ·

2026/04/12

We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand… We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics NEW! 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

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51:20

TDI Podcast: Prepping for 1973 (#966)

The Disciplined Investor Podcast ·

2026/03/29

A one sided peace plan? Let’s hope not…Inflation estimates in the 5% range and climbing. Private markets, credit and the same story all over again. And our guest, Howard Lindzon, Founder of Social Leverage – not coming due to a garage door mishap? Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks

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