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TDI Podcast: Really Local Banking (#818)
Memorial Day is here and we can smell the summer! Government creating problems – just to solve them? Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith...
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TDI Podcast: Foggy TARA (#819)
May Market Madness – Tech vs. everything else. Politicians create problems – just to fix them – My Heroes! Bifurcating markets – that is of interest. And out Guest – Tom Nelson, Lead Portfolio...
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TDI Podcast: SKIP, Recession, Pause (#820)
OPEC Cuts production – at least on country does. Still, oil drops. Odds still favor a fed SKIP – the new word on the street. A look at ROE and market performance during recessions. Check this out and...
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TDI Podcast: Checkmate (#821)
A pause or a maybe skip is what the Fed has ordered. Coming in hawkish and market is spooked…for about 10 minutes. New highs driven by – you guessed it the Mega Caps. A question answered: Are we in a...
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DHUnplugged #658: No Limits
National Debt – Which way is it moving? Cough Syrup risk – toxic supply alert… Fed paused or skipped in last week’s meeting – what that really means. New Things – from the screen to your table (New...
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TDI Podcast: Seasonality with Curzio (#822)
June coming to a close and what an interesting month it has been. Crypto coming under pressure – SEC is making moves. Inflation kicking up again around the world – wondering about US numbers. And our...
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TDI Podcast: Ignore It All (#823)
June is over – in the books – now the summer is finally here. Back to that question – Is this a new Bull market? We have some more info to discuss. NASDAQ 100 best 6 month start in decades! And things...
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TDI Podcast: ReZ-ILL-Yence (#824)
Rates spike to decade long highs. The employment reports provide mixed messages. Resilient – that is the name of the game – And a look back in order to look forward. Check this out and find out more...
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DHUnplugged #659: Summer Doldrums
Make it or break it time – earnings season is right ahead… Fed heads – 8 speakers this week. Tesla – blows away delivery estimates – what that means for profitability. Change of direction for this...
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TDI Podcast: A High Bar (#825)
Its that time again – earnings season is upon us. Markets in a new bull run – getting a little frothy though… Inflation is Only 3% Now – but that is against the high watermark and our guest, Patrick...
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TDI Podcast: Tech Washing (#826)
The AI tech wash is getting old. Earnings in and so far, no surprises. One sell off day in a sea of buying. A recap of my discussion with Goldman Sachs. Check this out and find out more at:...
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TDI Podcast: Silent Barks (#827)
Bank of Japan spooks investors. DJIA breaks it winning streak – almost had the all-time record. News to use, valuations to value. Guests, David Gaffen (Reuters) and Vitaly Katsenelson (IMA) David...
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TDI Podcast: Navigating Discipline (#828)
The USA debt rating is CUT! Most earnings are out and we have the results. Weekly oil inventories – largest draw-down EVER! Guest – Cullen Roch founder of Discipline Funds, helps us navigate risk. Mr....
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TDI Podcast: Silver Linings (#829)
48 hours in Nashville. Mega-Caps puke up some of the recent gains – then try for a little run. Potential for reflation – watch for that word… Not seeing and significant drop in CPI. Our Guest today is...
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TDI Podcast: The Ozempic Economy (#830)
Market action is going from bad to worse. Wondering about inflation – yes inflation. Another government shutdown looms – what happens next? And our guest – Ed Easterling of Crestmont Research Ed...
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TDI Podcast: Bad IRA Advice (#831)
Squirrely market conditions continue – and its just getting started Deadline October 1st – Another political drama brewing… An inside look at terrible investing idea involving variable annuities. Check...
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TDI Podcast: Cyber Trading U (#832)
Unemployment rate is up. Oil is Up. Stocks are Up!! Yields are up too! Guest- Fausto Pugliese – Cyber Trading University Fausto Pugliese was an original “SOES Bandit” day traders in the early 1990’s...
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TDI Podcast: Dow Theory and Trends (#833)
The squirmy squirrelly market continues – China finally figured it out – not pretty Oil up, stocks down, dollar up, VIX down just around 13 – Complacency? And out Guest, Manual Blay – The Dow...
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TDI Podcast: Energy Transitions (#834)
CPI Hot – PPI Hot – but markets shrug it off. ECB raised rates 0.25% in a semi-surprising move. Blackout period continues for the Fed ahead of next week’s rate meeting – what a relief. And our guest...
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TDI Podcast: Yentervention (#835)
Some old adages work – Sell Rosh Hashana – But what about Buying Yom Kippur? Market Sell-Off deepens as the Fed grows more hawkish. Some Buying opportunities emerging… Our guest – Chris Vecchio Head of...
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TDI Podcast: Reputational Risk (#836)
Markets digesting impacts of a government shutdown Moody’s warns US about its credit rating. Stocks stick to the program – seasonal trends hold. Wondering – are strikes the new inflationary thorn?...
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TDI Podcast: False Certainties (#837)
The all important employment report and what happened after. Treasury Yields go parabolic as political upheaval and a new shutdown countdown starts. Guest, Dr. Richard Smith – AKA – The Doctor of...
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TDI Podcast: Funding Sustainable Bubbles (#838)
Autonomous farming, sustainable energy, food scarcity and the debt cycle that funded it all. Conflict in the Middle East drives oil up Hot CPI and PPI squash bonds. Sustainability and bubbles are the...
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TDI Podcast: Ross Gerber Airs It Out (#839)
What exactly is AI and how is it transformational? Where are markets going and why does the Fed want the economy to break? Our guest, Ross Gerber is naming names in the AI and Tech space that he likes...
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TDI Podcast: DiMartino’s Hail Mary (#840)
Only one sector up for the month – it will surprise you. GDP is what? Who says the economy is slowing? Margins and earnings – a look inside. And our guest this week – Danielle Dimartino Booth...
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TDI Podcast: An Investment Carol (#841)
How would you like a big inheritance in the future? An Investment Carol Climbing a wall of worry as Powell tweaks commentary. Earnings season – looks like going to be back to earnings growth – Say...
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TDI Podcast: Thrust and Trend Update (#842)
Rates Dip, Oil Dips, Stocks Hold Banks under pressure again – what is the problem now? Analysts cutting estimates at fastest pace since when? And out guest…Tom McClellan, editor of the McClellan Market...
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TDI Podcast: Flow with Curzio (#843)
Govy shutdown – but who cares anyway? Moody’s does – rating watch to negative. Inflation holds – markets go vertical – Short holiday weeks and then into the end of the year.. Guest – Frank Curzio....
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TDI Podcast: The Replay (#844)
Recap from the H&C Client Webinar. Q&A as well as a look back and look ahead. What’s in Store for 2024? Client Webinar Recap What is Driving Markets Federal Reserve Remains Restrictive Treasury...
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TDI Podcast: More Gains to Come? (#845)
SHAZAAM! – A November to Remember! Powell tries to talk markets down – not happening. Yields and the USD collapse – good news for risk assets. And a look back at an amazing month …. Info Here. Check...
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TDI Podcast: Crosby on Liquid Happiness (#846)
Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance… A great topic to discuss with our Guest – Dr. Daniel Crosby – Chief Behavioral...
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TDI Podcast: Meb Faber (#847)
And all of a sudden – a Pivot and a rally to boot! The 10 year treasury is now – sub 4%. Oil hit technical support, bounces then stalls. Some thoughts on what is next with our guest today – Meb Faber –...
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TDI Podcast: Success with Dress (#848)
Late day drop then next day pop. Blame it on option traders – they say… All about year end positioning. Our Guest – Brian Dress -Left Brain Research. Brian has 15 years’ experience in the investments...
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TDI Podcast: Parade of Guests 2023 (1)
So many guests, such great insights – another year down and so much more ahead. Listen to some of the “Best Of” guests – Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick,...
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TDI Podcast: Skate To The Puck (#850)
Conflicting Data – but absolute certainty. What was in is out – a rotation at the start of the year. The 10-year Treasury tops 4% – for a moment – looking like a key resistance point. And our guest…Sam...
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TDI Podcast: Opportunistic Value (#851)
CPI ticks up – PPI ticks down – never a dull moment. Earnings season is here – Banks reported and most hit the skids. Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened...
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TDI Podcast: Ai-Ai-O (852)
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....
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TDI Podcast: PermaBear Knight (#853)
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...
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TDI Podcast: McClellan’s Tidal Forces (#854)
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 –...
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TDI Podcast: Curzio’s Snappy Idea (#855)
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...
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TDI Podcast: The ETF Architect (#856)
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...
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TDI Podcast: An Options Primer (#857)
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...
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TDI Podcast: Tool Sharpening (#858)
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...
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TDI Podcast: One Sided (#859)
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....
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TDI Podcast: Bitcoin Blasphemy (#860)
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...
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TDI Podcast: Size Matters (#861)
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...
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TDI Podcast: DiWORSEification (#862)
Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities. Goldilocks – SHE’S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom...
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TDI Podcast: Olive Pits (#863)
Gold hitting new highs – and oil is on the rise Easy policy over in Japan While China is stimulating Big employment report moves markets Guest David Gaffen – Editor at Reuters. David Gaffen is the...
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TDI Podcast: Robbie’s Matrix (#864)
What commodities look attractive here and why? Inflation CPI reports – just not looking good Major banks kick off earnings season.. Guest: Robbie Miles, CFA – Allianz Global Robbie Miles, CFA, ACA –...
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TDI Podcast: Retirement Secrets/Mistakes (#865)
Herky-Jerky market action continues. Powell puts down the gavel. Tariffs enter the picture again And our Guest this week – Steve Selengut talking Retirement Money Secrets and The Biggest Mistakes...
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