Latest Podcast

TDI Podcast: The Asymmetry of Idiots (#406)

In this episode we discuss that the pace of first-quarter profit warnings from S&P 500 companies is running slightly ahead of the pace of set at the same time a year ago, and well ahead of the five-year average, according to data provided by FactSet.

We also spend some time deconstructing the media’s idea that oil pricing helps stocks while the higher dollar hurts, but only on a transitory basis. Asymmetry my  &*%% – Absolute nonsense! Read more »

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The Disciplined Investor Podcast
The Disciplined Investor Podcast

Latest Episode: (click below for show-notes)
TDI Podcast: The Asymmetry of Idiots (#406)
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