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TDI Podcast: Telemetry Hedging (#932)


Episode 932


F1 Racing and the markets.

Earnings, economics and the Fed.

The casino – zero date options.

Thomas Thornton, Hedge Fund Telemetry is this week’s guest.

NEW! DOWNLOAD THE AI GENERATED SHOW NOTE…


Published on 4 months, 1 week ago

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TDI Podcast: Quantum Leaps with Rogers (#931)



The first time in history this is happening in India

What is Jim Buying?

A restraint of trade and why commodity prices are cheap

Looking to learn from one of the greats – GOAT!

This episode’s guest: …


Published on 4 months, 2 weeks ago

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TDI Podcast: ParaSocial Scaramucci (#930)


Episode 930


Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!

Tariff Fever – Markets don’t really care.

Bitcoin on the move and we will discuss with our guest –…


Published on 4 months, 3 weeks ago

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TDI Podcast: Winning Options (#929)


Episode 929


The OBBBA is signed into law.

Letters are going out with a new deadline.

Coming up on earnings season – JPM reporting on the 15th – next week.

And our guest – Larry McMillan – The Options Strategist.…


Published on 5 months ago

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TDI Podcast: Industrial Digitization (#928)


Episode 928


Jobs Job Jobs  – not too hot, not too cold.

VIX – under 17 – a contra-signal?

The KRI (Key) seems to thing so – overbought at a +5

Guest John Pugliano, host of the Wealthsteading Podcast is our guest…


Published on 5 months, 1 week ago

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TDI Podcast: Options for Numb Zone (#927)


Episode 927


PCE – 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…


Published on 5 months, 2 weeks ago

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TDI Podcast: Breaking NEWS (#926)


Episode 926


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 R…


Published on 5 months, 3 weeks ago

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TDI Podcast: Sharpen the Saw (#925)



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, …


Published on 6 months ago

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TDI Podcast: Skin In The Game (#924)


Episode 924


How 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 Researc…


Published on 6 months, 1 week ago

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TDI Podcast: How Not To Invest (#923)


Episode 923


The 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 We…


Published on 6 months, 2 weeks ago





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