DHUnplugged Podcast
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The Disciplined Investor Podcast
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Wild ride for markets – election movers and groovers. Fed dousing the fire a bit. Inflation is still a thing. Nuke talk again…. 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…
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TDI Podcast: The Accommodation Loser (#895)
46:46
46:46
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Election Implications and Presidential Term. National Sales Tax (consumption tax) and Tariffs. Alternative Investments and Inflation Concerns. Comparing Politics and Market Flaws. Guest: Kerry Lutz NEW! DOWNLOAD THE SHOW NOTES Kerry Lutz has been a student of Austrian Economics since 1977. While attending Pace University, he stumbled upon an extens…
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Looking back at some of the funnier and more memorable episodes. Focusing n a few specific topics from years ago. Thank you Ryan for putting this together. 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 Sho…
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Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, emphasizing the need for balancing risk and reward based on individual financial goals and risk tolerance. We also also explored the concept of a “mosaic” approach to analyzing portfolios, considering various factors such as economic growth, inflation, in…
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Can we get this election over with already? Markets pricing in a perfect gridlock scenario. Earnings season rolling along – good and bad news for stocks. 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?…
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TDI Podcast: Fallacy of Composition (#893)
1:10:44
1:10:44
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Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed abo…
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Yields important again – rising and worrisome. Hedge Fund titans getting nervous – talking bout a Minsky Moment. End of month – October is about to be in the books. 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. Lov…
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Ed and Andrew discussed the potential impact of inflation on the economy. Unpredictable environments and the potential impact of low inflation on market trends. Lastly, we debated the what is the long-term impact of AI on productivity and market trends. And our guest – Ed Easterling of Crestmont Research Ed Easterling is the founder and President o…
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DHUnplugged #724: MegaBuyers Revealed
1:03:49
1:03:49
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There are some things we need to know about who is actually buying stocks. Yields on the rise – estimate that they could be moving up to what level? Big tech earnings on tap – how will markets react? 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. Clic…
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GDP Numbers may be coming in hot. More new highs for markets. 2 weeks away from the presidential election. This week’s guest, Tax Expert – Dan Pilla. Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.” Dan Pilla’s primary calling is that of tax litigator. He is considered America’s lead…
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Bulls remain in charge Data not important – down the road all will be fine Seasonality – Race to the End CPI and PPI – conflicting 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 Donat…
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