Investment Disciplines and Timely Advice.
DHUnplugged #554: A Thought Exercise
May 05, 2021
Big Tech Earnings – pretty much done, now the hangover – are we seeing peak earnings? A big divorce announced this week and thoughts from Charlie Munger. An update on Biden’s first 100-days. Fed...
TDI Podcast: Uncharted Territory (#712)
May 02, 2021
The headlines are pouring in – lots of data for investors to sift through. Earnings, economics, the Fed and a new stimulus package. We take a hard look at how to position and more importantly, how to...
DHUnplugged #553: Frenzy
April 28, 2021
The mega-tech earnings are rolling in… Seeing a buying frenzy in all sorts of assets. Housing prices are ramping higher and used car prices are off the charts. Awaiting the tax hikes from the Biden...
TDI Podcast: Inflating (#711)
April 25, 2021
Markets zigzagging and sagging on worries of tax hikes – for a day. Earnings season providing some key insights. Bitcoin crash – wondering where the bottom is… And listener questions. Are you looking...
DHUnplugged #552: Booster Mania
April 21, 2021
A quick gut check for markets as we head into earnings season. Crypto gets a punch in the face as governments are talking about regulations and digital currencies of their own. Annual booster shots are...
TDI Podcast: Investing in Online Businesses (#710)
April 18, 2021
The Meme rush continues this week – DodgeCoin to the moon – and back already. Economic conditions gaining momentum, but oddly – Bond yields are backing up. Inflation may not be as transitory as we...
DHUnplugged #551:Flashing Amber
April 14, 2021
Inflation coming in hot – but not much to worry about says the Fed. Jab #2 for Andrew – let’s see how it is going. An update on ESG and new scritiny for SPACs. Fed Limericks are Back – PLUS we are now...
TDI Podcast: Step by Step (#709)
April 11, 2021
Massive money flows into equity funds, but volume this week – lowest days of the year. And, we are talking about financial goals and milestones. You want financial independence but confused where to...
DHUnplugged #550: Smashing Records
April 07, 2021
More all-time highs for markets as the $2.2 trillion stimulus is presented. NFTs and other areas of interest are in the speculative spotlight. Happy Birthday to JCD! The EV space is charging higher –...
TDI Podcast: Unknown Market Wizards (#708)
April 04, 2021
Learn from the best in the biz. This week’s guest, Jack Schwager gives us a peek into the world and habits of the most successful traders. Plenty to like in the markets as the the world is slowly...
DHUnplugged #549: Unscrupulous
March 31, 2021
Hedge funds blowing up after taking on massive leverage in concentrated positions. Yields are moving up again – capping one of the worst quarters for bonds in decades. Stocks remain semi-buoyant, new...
TDI Podcast: What Is Value Anyway? (#707)
March 28, 2021
Friday was best final hour surge for the markets in months and months. Yields take a breather as end of quarter rotation benefits fixed income. It is a celebration of our 14 year anniversary show – our...
DHUnplugged #548: Why The Jab?
March 24, 2021
Trouble in Turkey, the Lira plunges. Vanguard out cautious on Cryptos, what is up with this? Andrew gets jabbed, flushing out the twisted rationale. An update on the Ole’ Codgers vs. Millennial battle....
TDI Podcast: Liquid Expectations (#706)
March 21, 2021
We have spiking rates, inflation Fears and volatile markets – Not the market for the weak handed. The trend continues as value crushes growth this year. Guest today- John Bartleman– President of...
DHUnplugged #547: Those Phrases!
March 17, 2021
Stimulus checks are starting hitting accounts – how much will flow into markets? Awaiting a lively discussion Wednesday during the FOMC press conference. Those phrases – made to bamboozle the masses....
TDI Podcast: Betting the Farm (#705)
March 14, 2021
Massive bounce for markets – DJIA and Small-Caps rip higher. Correlations high for key rates and equities. Its official – another $1.9 trillion stimulus has been signed into law – more on the way it...
DHUnplugged #546: Shake Out Over?
March 10, 2021
Massive selling of Momo names over the past few weeks. Now, all turn higher on slight downward move for rates. Is the shakeout/correction over – or is this a dead cat bounce? Employment report helps to...
TDI Podcast: Avoiding Tax Whammies – Dan Pilla (#704)
March 07, 2021
And just like that – things change – or do they? Hearing a loud crunching sound as high beta stocks are put through the grinder. Gut check time as key rates continue to move higher. We are in the midst...
TDI Podcast: Leeb on China, Gold and Commodities (#703)
February 28, 2021
Markets Do a double take as rates spike on inflation fears The MOMO stocks take a beating, the Meme Stocks take off – then fizzle. Guest – Dr. Stephen Leeb – Author of China’s Rise And The New Age Of...
DHUnlugged #545: What Does This Tell You?
February 24, 2021
Massive break in markets – that giant sucking sound was the air coming out of the MOMO stocks. Bitcoin getting some selling – as too much confidence has investors buying at any price. A looks at some...
TDI Podcast: Block Stirs Up Muddy Waters (#702)
February 21, 2021
Muddy Waters Research founder Carson Block is our guest. We dive into the history of some of the greatest frauds in years and how he helped to uncover many of these. China is in the spotlight Carson...
DHUnplugged #544: Polar Vortex Blaster
February 17, 2021
Bitcoin – yup another record, closing in on – surpassing $50k! Japan Stocks – 30 year high and a Warren Bufett indicator in focus. Plus – announcing a new Closest to The Pin… Fed Limericks are Back –...
TDI Podcast: Debunking Market Myths (#701)
February 14, 2021
The greatest casino in the world! Stock making all sorts of moves – pops and drops, so what to trim and why to trim. Bitcoin hits record, Stocks hit a record, and I feel like a broken record… Debunking...
DHUnplugged #543: SuperBlah LV
February 10, 2021
Micro-caps on fire. markets will not give up ground – buy any dip is the call to action. Iran issues some worrisome vaccine outcomes. Reddit valuation soars. Fed Limericks are Back – PLUS we are now on...