The Disciplined Investor

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 AI Generated Show Notes (Guest Segment)Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which...

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! 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 oversees Gerber...

The Emperor New Clothes - looks familiar.A closer look at valuationsTariffs under fire - Supreme court hearings.And our Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a...

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, including where to actually find bargains.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Follow @andrewhorowitzVitaliy Katsenelson, born and raised in Murmansk, Russia...

It's time to tend to tend to the garden – a little maintenance for the portfolioOctober does what it usually doesTargets raised, analysts are trying to keep up – even if earnings missAnd our guest - Danielle DiMartino Booth - the "Fed watcher"NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a...

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, Founder of Social Leverage. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Howard Lindzon has over 20 years of experience in both public and private market investing....

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 GENERATED SHOW NOTES (Guest Segment)Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the...

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! 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...

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. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Andrew Wilkenson, Director of Trading Education at Interactive Brokers.Andrew joined Interactive Brokers in 2007...

The FED – CUTS as expectedDot Plot turns dovishMarket – not much of a move reallyRug pulls – moving out of cryto and into IPOsAnd we are talking taxes and crypto – with our guest Pat Camuso 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...