The Disciplined Investor

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,...

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...

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...

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 NOTESChristopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen...

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 NOTESBrian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of...

The High cost of investing – how to keep more of what you makeThe 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...

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...

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...

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...

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 NOTESFrank Curzio can be reached by email at frank@curzioresearch.comFrank Curzio is an equity analyst with close to three decades of experience covering small-...