Podcast Episodes

TDI Podcast: The Physics of Finance (#951)

Episode 951

The Fed cuts and keeps markets guessing.

Silver hits a record – up 100% this year.

Looking at frameworks and fake transparency.

And our guest – Ed Easterling, Founder and President of Crestmont Resea…

Published on 1 day, 3 hours ago

TD Podcast: Predictive Markets (#950)

Episode 950

Quick flip and pivot – Fed in focus.

Stagflation alert – inflation remains sticky.

Unemployment – ADP show massive losses in one category.

Looking into the Prediction Markets with our guest, Andrew W…

Published on 1 week, 1 day ago

TDI Podcast: Hidden Boosts (#949)

Episode 949

Tax Relief Boosts Corporate Earnings

S&P 500 Financial Performance Analysis

Share Buybacks and Market Indices

Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P D…

Published on 2 weeks, 1 day ago

TDI Podcast: Bearish Revelations (#948)

Episode 948

We got numbers!

NVIDIA EARNINGS – now we know – remarkable turnaround on the news.

Yen at critical levels – global markets should be on alert.

This week’s guest – Tim Knight – a self proclaimed Perma…

Published on 3 weeks, 1 day ago

TDI Podcast: R2D2 – The Truth About AI (#947)

Episode 947

The Government is back open – is that a good thing?

October’s economic data may be lost forever.

Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Ka…

Published on 4 weeks, 1 day ago

TDI Podcast: The Emperor’s Clothes Again (#946)

Episode 946

The Emperor New Clothes – looks familiar.

A closer look at valuations

Tariffs under fire – Supreme court hearings.

And our Guest, Manual Blay – The Dow Theory.com  – Newsletter – Home of the Schannep…

Published on 1 month ago

TDI Podcast: Valuation Cliff (#945)

Episode 945

Swiss cheese agreements.

Overspending by big tech – could that be their  downfall?

A rate cut in the dark and AI’s Impact on Future Workforce.

Guest: Vitaliy Katsenelson is discussing the basic math …

Published on 1 month, 1 week ago

TDI Podcast: DiMartino Booth Says What?(#944)

Episode 944

It’s time to tend to tend to the garden – a little maintenance for the portfolio

October does what it usually does

Targets raised, analysts are trying to keep up – even if earnings miss

And our guest…

Published on 1 month, 2 weeks ago

TDI Podcast: Profit on Predictions (#943)

Episode 943

Bank earnings – looking good so far (for the big boys).

CHINA TRADE WAR – but what that really mean?

10 yr yield tapping on 4% and markets showing another “V” recovery  – or fake out?

And our guest, …

Published on 1 month, 3 weeks ago

TDI Podcast: Modern Disciplines (#942)

Episode 942

The government is shutdown – How long this time?

The Bubble – how much longer can it last?

The healthcare sector gets a needed boost….

Guest: Tom Nelson, Franklin Templeton Funds

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Published on 2 months ago