TDI Podcast: Tech Disruption and Destruction (#419)

June 28, 2015

In this episode we take some time to discuss the benefits and drawbacks of some of the most important tech innovations of our times. With Kevin Hoffmann as our guest, we dive into markets, technology as well as the outlook for Greece.

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TDI Podcast: China’s 股市泡沫 … Gǔshì pàomò (#415)

May 31, 2015

China’s stock market is fast approaching a 股市泡沫 … Gǔshì pàomò (Bubble!). How to best profit on this potential. In this episode we discuss the likelihood of a default by Greece as well as the economics that will drive markets this coming week.

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TDI Podcast: Trading Oil and Stimulus Bets (#408)

April 12, 2015

In this episode we explore some of the trading opportunities in oil as well as how stimulus is providing some amazing liquidity which has pumped markets around the world.

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TDI Podcast: The Asymmetry of Idiots (#406)

March 29, 2015

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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TDI Podcast: The Real USD/Stock Relationship with McClellan (#405)

March 22, 2015

Guest: Tom McClellan provides us some very interesting statistics on the market as well as some historical references that we can use in our investment process.

Breadth, advance/decline line, McClellan Oscillator and the real relationship of the U.S. Dollar to stocks.

** Our studio is having some technical difficulties, instead of cancelling this week’s show, we just made is a real short episode. Stay tuned for updates….

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