TDI Podcast: Negative Deposit Rates Backfiring (#449)

February 7, 2016

The S&P 500 is off by 8%, the NASDAQ 13% – just this year. What next? Is this the pause the refreshes or the start of something much more ominous?

Topics for this episode include the massive change in sentiment with some of the big-cap names, the apparent rotation in safe-haven assets as well as a more in-depth look at how Horowitz & Company manages money. Read more


TDI Podcast: The Right Barber Is Good For Profits (#447)

January 24, 2016

I may have finally found a good barber and that led to some thinking about portfolios. In this episode we look at the week that past, the week ahead as well as some important points on China and Oil.

An important discussion from earlier this week from Frank Curzio’s podcast is explored to explain how to better understand sentiment readings and how to profit from them.

With snow and cold weather, oil rallies and markets follow. What is next? Read more


TDI Podcast: Ritholtz and The Masters In Business (#445)

January 10, 2016

Guest: Barry Ritholtz helps us better understand the current conditions with some very helpful insight on markets and economics. We also look at the root causes for concern and how investors may want to prepare for 2016. Plus we get a behind the scenes look at his terrific Masters In Business (MIB) Podcast…

We spend some time discussing things like pigs winding through pythons, currency effects on earnings and profits, gas prices and the consumer along with other timely tidbits.

2016: Whatever could go wrong seems to be going wrong… Now more than ever it is time for some Investing Discipline.

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TDI Podcast: End of Year Wrap with Das (#444)

December 29, 2015

In this episode, Das helps us to understand many of the cross-currents that are shaping markets. Into 2016 we go and many of these may begin to worry investors that central bankers are not miracle workers.

A look at the week that was and the outlook for the final week of the year… Read more


TDI Podcast: Never Say This To Investors (#442)

December 13, 2015

The market sell-off this past week can be chalked up to a few simple facts. First, ahead of the Fed there is concern that a rate hike may create excess volatility. Second, crude oil prices plunged and finally, the worst thing you can ever say to an investor sent stocks into a tailspin. Listen in as we cover these and other important topics that will shape markets in the next few weeks.

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