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The Disciplined Investor
Investment Disciplines and Timely Advice.

TDI Podcast: Complacency (#725)

Good news, bad new – earnings season provid...

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: 54 minutes : 01-Aug-2021

TDI Podcast: Curzio Agrees and Disagrees

Bezos up in space! But back home, bond yields...

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: 56 minutes : 25-Jul-2021

TDI Podcast: Eye Popping (#723)

Smallcaps crushed. EYE popping Inflation The ...

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: 46 minutes : 18-Jul-2021

TDI Podcast: Jumper Cables (#722)

What was that? A run on rates? 10-year yield ...

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: 51 minutes : 11-Jul-2021

TDI Podcast: Jumper Cables (#722)

What was that? A run on rates? 10-year yield ...

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: 51 minutes : 11-Jul-2021

TDI Podcast: Goldilocks Fatigue (#721)

Another round of new highs – equity markets...

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: 33 minutes : 04-Jul-2021

TDI Podcast: Mid-Year Update (#720)

Walking it back – no surprise here from the...

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: 47 minutes : 27-Jun-2021

TDI Podcast: Darling to Dirt (#719)

The Fed is More Hawkish – until markets get...

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: 53 minutes : 20-Jun-2021

TDI Podcast: Themes, Memes and Dreams (#

Hot inflation causes no angst – markets tak...

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: 48 minutes : 13-Jun-2021

TDI Podcast: Investing with Modern Econo

June begins – almost at the ½ way point of...

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: 41 minutes : 07-Jun-2021

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