TDI Podcast: Fake News and Your Portfolio (#486)

November 27, 2016

We have all seen the headlines by now that fake news is invading every area of traditional and social media. But is this headline a fake as well? How we can stay ahead of the curve as investors and weed out the good and bad news. What to watch and what not to.

Plus a really interesting stock screen that uncovered the recent reason why we are seeing some stocks move up BIG. A good review of stock screens and quantitative investing.

We also spend some time discussing the benefits of active and passive investing.

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TDI Podcast: The Flaws in Research Explained by Variant Perception (#485)

November 20, 2016

Guest, Tian Yang of Variant Perception tells us about the flaws in sell-side analysis as well as the pitfalls in economic research. Tian also explains how investors may want to look at specific leading indicators, which he reveals, in order to take advantage of what could be the next move for markets.

Some of the big moves for the week were remarkable, especially in the shipping sector and we take a look at just what happened.

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TDI Podcast: Naked Spreads and Strangles with Kirk Du Plessis (#473)

August 28, 2016

Naked Spreads and Strangles – it doesn’t get much sexier that that. Yes, we are talking about options – but don’t be afraid as our guest, Kirk Du Plessis of OptionAlpha walks us through some “complex” strategies that are really much simpler that you think.

We discuss spreads, strangles, condors and other ways to profit from options. Kirk also gives is a good primer of Delta, Theta, Gamma and Vega – all the Greek you will need.

Of course central bank activity is in the spotlight and we take a close look at Yellen’s Jackson Hole speech and what to make of it. Read more

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TDI Podcast: Brexit, Leveraged ETFs and Outlook (#466)

June 12, 2016

The results of the latest Brexit poll now has the “leave” camp gaining momentum. That is not what financial markets were expecting and pushed EuroZone equities and the rest of the world markets lower for the week.

In this episode we take a look at leveraged ETFs and some of their pitfalls as well as a closer look into what is on the docket next week that may move markets. Earnings, economics and the Fed…

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TDI Podcast: To Catch a Falling Knife (#463)

May 15, 2016

The verdict is in on the big-box retail companies – and it is not looking good. The big question is as to whether this is isolated to the old-line type of retail establishments or if it is more an issue of consumer trends.

Several stocks in the material sector have given back a good bit of gains – we wonder if it is time to get back in on the long side or stay away. Plus a falling knife that may have some bounce potential.

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