
The Disciplined Investor Podcast
The Disciplined Investor Podcast
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The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. Guest: Tom Nelson, Franklin Templeton Funds NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president
Consistency pays and it should be a basic discipline. Let's talk about process and the plan. Deals and congressional actions are front and center. And our guest – Ed Easterling of Crestmont Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crest
The Art of the Steal? Powell holds firm on rates. Big announcement – UK deal – or was it? China meeting set for this weekend - looks like a lit of hot air. This week's guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest
BOOM Tech earnings– a few big winners here! GDP goes negative – jobs numbers – pockets of concern. Yields down and the Fed is in play again. Tax Season ended, but it is never really over This week's guest, Tax Expert - Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Daniel Pilla is an exp
What a mess – markets under siege. Powell attacked, then a reversal – one week policy reversals. Market now pushing policy – Team Trump wakes up to reality. This week's guest, Patrick O’Hare – Chief Market Analyst for Briefing.com. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Patrick has been wi
Tariff Turmoil – not getting much better Stock Market Chaos – Uncertainty reigns Recession Alarm – Is this a ticking time bomb? And our guest – Brian Dress from Left Brain Wealth Management NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Brian Dress is an Investment Advisor for Left Brain and also