DHUnplugged Podcast
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The Disciplined Investor Podcast
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Month/Quarter ends and everything is just peachy Banks got some good news – you can’t have a prolonged rally without the financial sector Bond yields soften a bit as Trump closer to Shadow Fed announcement ATH for SP 500 and NAS100 (DJIA and Russ2000 still lagging) PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and …
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TDI Podcast: Options for Numb Zone (#927)
1:01:45
1:01:45
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1:01:45PCE – The Fed’s preferred inflation metric… The VIX – pricing in smooth sailing – how to hedge… And commodities – The one most interesting trade right now is…? Commodities on the move – 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…
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DHUnplugged #758: Dropping the Hammer
1:03:59
1:03:59
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1:03:59WAR! (or is it?) Tesla Robotaxi Update Japan’s rice problem Drink up! New guidelines coming… PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter …
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The Presidential Cycle and the sectors that may benefit. Taking a look at the Longevity Paradox Tariffs and Inflation – is it all a hoax? Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) David Gaffen is the U.S. breaking news companies editor at Reuters, where …
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A parade of pauses WAR! Middle East at it again Oracle earnings – wow! Tesla robotaxi spotted PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter…
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AI is coming to finance with some major Shifts to the investment landscape Sumo Politics in full force. We got a China deal, or did we? Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve Sanders is Executive Vice President of Marketing & Produc…
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DHUnplugged #756: Mutual Assured Destruction
1:04:19
1:04:19
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1:04:19Plenty of Buy-the-Dip excitement Trial Balloons – Next Fed Chair thoughts Excitement over China talks PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on…
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TDI Podcast: Skin In The Game (#924)
1:01:37
1:01:37
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1:01:37How to invest, research and do it with skin in the game. Is the USD vulnerable? You may be surprised by the answer. How to identify under-the-radar opportunities. Guest, Frank Curzio – Curzio Research – the outlook into the end of the year. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at [email protected] Fr…
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Set your clock – must be the weekend – New Tariffs imposed Someone wants the Fed Chair job TACO FAFO and more… More muddy AI cover art PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a D…
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TDI Podcast: How Not To Invest (#923)
1:24:37
1:24:37
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1:24:37The tariff saga continues – we got the The TACO trade and the courts now. The Big Beautiful Bill – in jeopardy. May was a jolly good month – equities ripped higher. Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Barry L. Ritholtz is the c…
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Waffles for the Win Workarounds are the thing to avoid onerous tariffs Investors starting to think that bark is worse than the bite PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Dona…
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TDI Podcast: A Familiar Feeling (#922)
1:03:21
1:03:21
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1:03:21The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. 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 p…
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DHUnplugged #753: Big and Beautiful
1:01:02
1:01:02
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1:01:02The dreaded downgrade. Biden’s health in the spotlight. The big and beautiful Tax bill making its way through the sausage factory PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donati…
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TDI Podcast: Consistency Pays (#921)
1:01:59
1:01:59
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1:01:59Consistency pays and it should be a basic discipline. Let’s talk about process and the plan. Deals and congressional actions are front and center. And our guest – Ed Easterling of Crestmont Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based…
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– More Deals – So many deals! We are so Amazing with the Deals! – Investors turn hot on stocks – like nothing happened! – Apple making moves – so smart PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? T…
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The Art of the Steal? Powell holds firm on rates. Big announcement – UK deal – or was it? China meeting set for this weekend – looks like a lit of hot air. This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Faggella is t…
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Good ECO/Markets = Trump Bad ECO/Markets – Biden CTP for Micron is underway AI wins a horse race News from Omaha PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C…
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BOOM Tech earnings– a few big winners here! GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week’s guest, Tax Expert – Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla is an expert in IRS procedure and advoc…
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Oh boy – Supply Chain Concerns again? Summertime lines – for goods/food? Empty shelves? China factories shutting down. Talks/No-Talks Underway with China/US. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the S…
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TDI Podcast: What Comes Next (#918)
1:06:00
1:06:00
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1:06:00What a mess – markets under siege. Powell attacked, then a reversal – one week policy reversals. Market now pushing policy – Team Trump wakes up to reality. This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick has been with Briefing.com since 1997 and…
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CEOs Selling stockFed Put in question - Powell under Fire from White House - Markets FED UP!Earnings Season - VERY CLOUDYUSD Weak - what are investors thinking?PLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.Love the Sh…
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Tariff Turmoil – not getting much betterStock Market Chaos – Uncertainty reignsRecession Alarm – Is this a ticking time bomb?And our guest – Brian Dress from Left Brain Wealth ManagementNEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of R…
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If this wasn't idiotic it would be funnyPresident Miyagi at it again - Tariff on - Tariff OffWinning - We are Winning so much. Too much winning!Earnings season rolls onPLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.Lov…
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TDI Podcast: Urgent Market Signals (#916)
1:08:11
1:08:11
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1:08:11It only took one week – Tariffs on – Tariffs off againHuge rally – seemed to give institutions to lighten upDamaging policies with long term impactsSome thoughts on emotions and marketsAnd 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 (Gu…
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DHUnplugged #747: Bluffing and Pissing Matches
1:04:45
1:04:45
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1:04:45Tariffs are killing markets.A glimpse int what happens when we take a difference courseMarkets making some of the wort moves in decadesBillionaires - all in on Trump lost billions...WAIT !!!!!! Maybe a 90-day pause on Tariffs now...Or Not...More finesse, less sledge hammer?PLUS we are now on Spotify and Amazon Music/Podcasts!Check this out and find…
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Retaliation on the Retaliatory Tariffs – where does it end?Eat your vegetables – people!Put call ratio 1.6 and the VIX hits 45!Oil – 3-year low.This week's guest - Tim Knight – a self proclaimed permabear Tim Knight.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)Tim Knight has been charting and trading since 1987. His first sto…
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Big changes - lots of year-end market S&P 500 downgrades.Recession and stagflationApril - a quick look at some interesting highlights of April (historically)Bill Gates out with a big predictionThe Best Deal Ever! (ELON)PLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with li…
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TDI Podcast: All Tariffs All the Time (#914)
1:04:32
1:04:32
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1:04:32March needs a miraculous ending to force green.Tariffs - a means to their own ends. What does that mean?Gold continues its ascent.Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.Our guest this week – David Gaffen, Break News editor at Reuters.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segme…
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Inflation - Transitory again..April 2 dealing approaching!Doctor Copper!Mag 7 = Lag 7A New Closest to The Pin!PLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.Love the Show? Then how about a Donation?Follow John C. Dvora…
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TDI Podcast: Big Cleansing Breath (#913)
1:02:02
1:02:02
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1:02:02Money psychology by way of Buddhist teachings.Consumer confidence- waning.Markets - March Sadness with Lag 7.This week's guest: Wesley Gray - Founder, Alpha Architect. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finan…
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- Markets still unsettled- Retail spending down - another bankruptcy (but who they blame?)- Consumer frayedA New Closest to The Pin!PLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.Love the Show? Then how about a Donatio…
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First Level Thinking and how we got into this mess.A few market thoughts while sipping on tea.Financial Literacy Month – getting ready.Guest, Steve Sanders, EVP at Interactive Brokers. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Broke…
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DHUnplugged #743: Is This The Plan?
1:01:10
1:01:10
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1:01:10What goes up?Uncertainty - that word again!American Exceptionalism - the theme for 2025 that is fizzling out quickly.Back from India - Namaste....Psychological Indicators.PLUS we are now on Spotify and Amazon Music/Podcasts!Click HERE for Show Notes and LinksDHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.…
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TDI Podcast: Psychological Overload (#911)
48:06
48:06
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48:06Are you better looking than average?Four (4) big behavior errors and the formula for a happy life.Recency bias, the Backfire Effect and more fascinating insights.Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOT…
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