Episodes
Where are all the smokers these days?
DOGE - making promises.
We are all turkeys - just gullible for every comment and promise.
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Published 11/27/24
Wild ride for markets - election movers and groovers.
Fed dousing the fire a bit.
Inflation is still a thing.
Nuke talk again....
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Published 11/20/24
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.
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Published 11/13/24
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.
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Published 11/06/24
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.
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Published 10/30/24
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?
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Published 10/23/24
Bulls remain in charge
Data not important - down the road all will be fine
Seasonality - Race to the End
CPI and PPI - conflicting
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This week on TDI Podcast - Patrick O'Hare...
Published 10/16/24
Does anyone care about the data? Does the Data Matta?
Port Strike ENDED - for now
Hurricane Milton - Strong Cat5 going to hit West Coast of Florida...
Employment Report Update
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Published 10/09/24
Bulls and Bears - (TDI Podcast running now is Bull and next week is Bear - will be interesting divergence)
End of the Month - End of The Quarter
Seasonality features the Bulls
Fed Limericks!
NEW CTP ANNOUNCED!
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Published 10/02/24
Finally Fed makes a move (they will not be done jabbering though)
Storms heading to Florida and Gulf Coast - Natural gas prices jump
COVID Shot Stocks - "fun" while it lasted
Confidence is waning.....
CHINA!
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Published 09/25/24
Best week in a long time - markets popping!
Cats and Dogs - all anyone can talk about these days - DogCat Bounce anyone?
More back to work directives ....
Apple disappointing again.
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Published 09/18/24
August ends on the high side - (like July) and then gets knocked down hard (like August) and then Rips higher on Monday (like August)
Rate cut bets are in place
Market very skittish - September not the best month on average
VIX hits 25 last week
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Published 09/11/24
A show dedicated to the many questions of our listeners.
We focus on ETFs and Mutual Funds, contrasting and comparing the differences.
Financial Literacy is not just one month a year!
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Published 09/04/24
Path Change - Once the air clears, how will markets react?
Cracking down on excessive "junk" fees
Cracking down on Unfree Speech?
Jackson Hole - big update about "The Path"
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Published 08/28/24
Jackson Hole ECO Confab (this week)
Live Nation is in trouble
Icahn get a slap on the wrist
Gold - ripping - where to next?
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Warm Up
- Jackson Hole ECO Confab (this week)
- Live...
Published 08/21/24
Cut taxes on SS and Tips?
President decides rates?
China - inflation ticking up
YEN volatility - NOT OVER
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Warm Up
- Cut taxes on SS and Tips?
- President decides rates?
- China...
Published 08/14/24
Japan stocks PLUNGE!
Tech stocks in correction - nearing bear market.
What does the crystal ball tell us? Where is the PPP?
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Warm Up
- OMG - Did you see that?
- Fear - blood in...
Published 08/07/24
New Study - Power and AI
Apple releases new AI (first version)
Bitcoin - Not Buying the Electoral Rhetoric
Correction territory for many tech names
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Warm Up
- NEW CTP...
Published 07/31/24
DJIA - FAILED - worst week in ages
Huge Failure of tech - Crowdstrike getting skewered (Down ~ 30% since incident)
Dangerous market - running on emotions
Tesla Earnings are out...
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Chatroom...
Published 07/24/24
Market Rotation continues - "Trump" stocks got boost after weekend (Biden stocks took a hit)
Risk On - Risk Off is the play (Fundamentals are not being considered at the moment)
KRI Indicator - Doing something not done since June 2020
Earnings growth expected to continue....
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Published 07/17/24
Shark Week (Market Style) - Whale Gorging - Big Teeth - Big Appetites
Earnings season coming up
Biden staying in the race (for now)
Complacency nearing a tipping point.
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Warm Up
- Shark Week...
Published 07/10/24
Let them eat tech!
Meme stock mania may be dying down
Short week - July 3rd 1/2 day, July 4 - closed - July 5?
How About those Florida Panthers?
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Warm Up
- Let them eat tech!
- Meme stock...
Published 07/03/24
- Churn and Burn - RAMP UP - Rotation (Renting Space)
- Long Stretch with limited volatility
- Short Interest at MULTI year lows
- NVDA becomes worlds MVC for a minute
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Warm Up
- Summer Spin...
Published 06/26/24
Apple AI - Disappoints (or confuses)
NVDA - passes AAPL market cap
Treasury yields moving within a range
Beanstalk - what is that story again?
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NO SHOW NET WEEK - OUT ON BIZ FOR A FEW...
Published 06/12/24