The Disciplined Investor Podcast

Earnings season now in full swing.

The VIX spikes and then relaxes a bit.

Oil and Rates – a pair looking for trouble.

This week’s guest –  Fausto Pugliese, Founder of CyberTrading University

Fausto Pugliese is the founder of Cyber Trading University (CTU), a trading education company dedicated to teaching individuals how to understand and navigate the financial markets. With over 30 years of experience on Wall Street, Fausto specializes in reading order flow, understanding supply and demand, and identifying institutional buying and selling activity.

Through Cyber Trading...

Rocky Road as inflation kick in hard.

The weight of the debt is overwhelming.

Banks, tech and earnings in the spotlight….

Thinking about your brain on finance… A great topic to discuss with our Guest – Dr. Daniel Crosby – Chief Behavioral Officer with Orion.

Read this episode’s Podcast Summary and Notes

Dr. Daniel Crosby is a psychologist and behavioural finance expert whose work lives at the intersection of mind and markets. He is the New York Times bestselling author of four books, including The Laws of Wealth, The Behavi...

Stocks have been hitting records while the bond market is throwing a fit.

Oil is moving higher as the Fed is trying to figure out what to do next. Something doesn’t quite add up.

This week’s guest – James Stack of InvesTech and Stack Financial Management.

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

Recognized as one of the nation’s leading technical analysts, James Stack was formerly a project manager with IBM Research and has a number of domestic and international patents to his credit. After founding...

Here we go – the start of the final 3 months of 2026.

A look back to look ahead.

What to expect – when investing…

We are talking Stock Market Maestros with our guest – Clare Flynn Levy, CEO of Essentia Analytics

NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)

Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias – and continuously improve their decision-making. Essentia leads the field in b...

Danger Will Robinson – Rates, Prices and Diesel…

Somehting is going to break says our guest.

A plethora of stocks…

And our guest – Frank Curzio – Curzio research…

NEW! DOWNLOAD THE SHOW NOTES (Guest Segment)

Frank Curzio can be reached by email at [email protected]

Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.

Check out his newsletters. (Free trial subscriptions available)

He has been the editor of several well respected newsletters w...

The Debt Story Is Worse (and Better) than the Headlines.

The Fed is boxed in and it Feels like Economic Indigestion.

Oil-  could we get to $120 …. and then what?

And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C...

Total PPI was up 5.4% year-over-year, up from 4.8% in July.

Yes, we have inflation.

Oil rocking higher – WTI breaks above $100+

Asking: Do you really know your funds?

Our guest this week – David Gaffen, Breaking News editor at Reuters.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. He also did stints as the U.S. energy editor and U.S. deputy markets editor...

Market Complacency, Private Credit, FOMO Insurance.

Fed Policy, Bond Buybacks, Operation Twist.

Commodity Crunch, Hidden Volatility, Market Sinkhole – want more? Listen to this episode and you may find out about what lurks underneath the surface…

Looking into the WHO CARES economy with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm’s trading division (formerly known as Ti...

Operating Twist  becomes Operation FAIL.

NVDA Earnings and other interesting stuff.

We get into the real facts about our oil reserves.

Asset Allocation finally explained with our guest -Tom Nelson, Senior Vice-President and head of asset allocation portfolio management at Franklin Templeton.
 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.

He is a portfolio mana...

A tongue twister of a move – Bessent’s Big Bond Blunder (say that a few times).

Bitcoin moving higher – not for the reasons you think.

The shine is off the penny – Investors rethinking their tech bets.

This week’s guest – all over SpaceX, Tesla and the latest tech is  – Ross Gerber of Gerber Kawasaki.

NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and invest...

NUA – Never pay tax on Company stock in your 401k – let’s dive in. Kinetic to Economic – all the war time buzzwords. Are Massive Sovereign Debtloads choking future growth? We get to that with our Guest – listener fav Satyajit Das. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accurate in his warnings about the ineffectiveness of policy responses and the risk of low growth, sovereign debt problems (anticipating the restructuring of Greek debt...

Gold and silver ripping. Jobs numbers telling different many stories. A good  lesson from crowded trades - Let's not Tip The Boat... Thomas Thornton, Hedge Fund Telemetry is this week's guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)   Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the obsessive. Our gr...

Saying Goodbye to JCD. The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair. And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Christopher Whalen is one of America's best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks, credit markets, housing finance, and financial regulation. Chris has spent decades studying the U.S. financial system from both the public and private sectors and is...

A deeper dive into Technical Analysis. Prices are probing important levels. We are on the edge of my seats for more earnings results. Our guest today – Brian Shannon – Technical analyst and founder of AlphaTrends.net  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Brian Shannon, full-time trader, educator and author of the highly regarded book Technical Analysis Using Multiple Timeframes, is the founder of Alphatrends. With 20+ years of experience, he has turned beginners, losing traders, and even so called “experts” into profitable traders that are equipped to seal gains in the market regardless of it‘s turbulence. Learn how to trade stocks from...

The High cost of investing – how to keep more of what you make The tech trade is in tatters - chips entering correction. Earnings rolling in - investors seeing both sides of the story. And our guest this week – Tom McClellan of the McClellan Market Report. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways...

War is back on – Oil on the rise. Some are saying AI trade has peaked – I have some thoughts on that. Earnings season is just days away. We will talk about that with our guest -  Gavin Maguire, Senior Analyst at Briefing.com. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Gavin has more than 20 years of market experience with Briefing.com, contributing real-time commentary to the Live In Play page and helping monitor market-moving news, rumors, economic data, earnings reports, geopolitical developments, and broader macro events that shape investor sentiment and market direction. For Briefing Trader subscribers, Gavin provi...

Jobs report out a day early and a little soft. New revelation  about data-center capacity smack tech shares. June ends on an upbeat note - July is very interesting so far. Our guest, Peter Schiff of Echelon Wealth Partners . NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment) Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff is a widely recognized economic and financial analyst and has appeared frequently o...

THE PCE report is out – now the Fed has a decision. Micron blew away estimates – chip prices are soaring. The annual stress tests showing – all clear and banks respond. A great time to bring on our guest - Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she is a regular guest on...

Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio research…   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at [email protected] Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he sign...

SpaceX Launches its IPO Inflation still a problem I am asking - What are you waiting for ? I want to know.. A portfolio is not the goal. The portfolio is the tool. The goal is the life.   Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (SPCX), (BA), (AAPL). (GOOG)

Buy in May and Let’s Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR’s Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm’s trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm’s holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market...

A new ceasefire and 60-day extension! PCE numbers are out – somehow inflation cooling. More government handouts – stocks rally in the news. This week's guest: Wesley Gray - Founder, Alpha Architect.   NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Wes Gray - After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gra...

NVDA earning are out. SpaceX IPO excitement is growing. Key interest rates driving higher. And we are talking crypto – with our Guest – Pat Camuso…CPA and Crytpo tax expert.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cryptocurrency as payment, setting a forward-thinking example in the accounting professi...

Inflation sticky like old pine sap... Another round of China meetings. Universal Basic Income –hints and whispers. And our guest – Ed Easterling, Founder and President of Crestmont Research NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and business operations. Mr. Easterling is the author of recently-released Probable Outcomes: Secular Stock Market Insights and Unexpected Return...

Blowout numbers from Semis – tech is on fire! The war is kinda over – but nothing has changes. A deep dive into AI and employment trends – is your job at risk. And our special guest today – author of How to Get Rich in American History – Joseph S. Moore, PhD. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Joseph S. Moore, PhD, is an author, historian, and investor whose self-experimentation with history’s wildest financial strategies made him financially independent in his mid-40s. His writing blends deep, unconventional insights with some of history’s most hilarious stories His first book, Foun...

Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on... So many people confidently discussing a subject they know little about, while dismissing experts. The big boys have reported ! Powell's Last speech – and a divided Fed. Inflation – via the PCE is hot. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate...

War is on or off – can’t keep track But, nothing has changed with the flow of oil What is the story that markets really telling us ? And our guest, Howard Lindzon, Founder of Social Leverage.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for traders and inves...

10-10-10: 10% Down, then 10% all and 10 days to fixed all that was broken. Key Reversal Indicator  breaches an important level. Employment, Inflation and eco still looking good. Our guest this week that will discuss all of this and More is Tom Nelson ,SVP and head of Asset allocation at Franklin Templeton.  NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of fund...

We kind of have a ceasefire – depends on who you ask. The Fed still thinking of a rate cut this year. Best day for the markets since …..April 2025 – Worst day for Oil in 6 years – Governments heavy hand… We are talking Stock Market Maestros with our guest - Clare Flynn Levy, CEO of Essentia Analytics NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)   Clare Flynn Levy is the founder and CEO of Essentia Analytics, a fintech firm that uses decision attribution analytics to help both equity fund managers and allocators of capital identify investment skill and bias - and continuously improve the...

Sitting on hands - maybe a good idea right now. Confidence vs. courage in your investment process. A look at Q1 markets and economics. Thomas Thornton, Hedge Fund Telemetry is this week's guest. NEW! DOWNLOAD THE AI GENERATED SHOW NOTES (Guest Segment)     Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a daily market note for a select group of hedge fund managers for years and now has offered it for all investors with Hedge Fund Telemetry. His long term focus on sentiment indicators borders on the ob...

A one sided peace plan? Let's hope not... Inflation estimates in the 5% range and climbing. Private markets, credit and the same story all over again. And our guest, Howard Lindzon, Founder of Social Leverage - not coming due to a garage door mishap?   Learn More at http://www.ibkr.com/funds Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ Stocks mentioned in this episode: (GE), (BA), (AAPL). (GOOG), (DKNG), (HOOD)

PPI just exploded higher. Florida Freeze about to hit our wallets. The Fed is on hold but not happy. And the War carry's on… Our guest this week – David Gaffen, Breaking News editor at Reuters. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for almost two decades. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journalist for more than 20 years. In that time he has covered the 2008 financial crisis...

Oil's Big move – one for the record books. Markets in a slight panic – not too worse for ware. Inflation numbers are out – but does anyone care? And our special guest is Thomas Peterffy – Chairman and Founder of Interactive Brokers. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Thomas Peterffy is the Chairman and Founder of Interactive Brokers Group, Inc. a global electronic brokerage firm. He has been at the forefront of applying computer technology to automate trading and brokerage processes since soon after he emigrated from Hungary to the United States in 1965. In 1977, Peterffy started his own business wit...

War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed’s quandary is real Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki's corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment...

Markets not thrilled with tech Mortgage rates dip below 6% Feb ends with a dud Looking at the Fed’s next move with our guest - Danielle DiMartino Booth - the "Fed watcher" NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally. A global...

Short week – but full of fun... We have been dancing around the 50-day moving average. A rant is about to happen - oh boy, strap in. And what is going on with commodities? A great time to bring on our guest - Carley Garner of DeCarley Trading. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she...

Employment Report Solid The Tech disruptors are getting disrupted... Growth vs Value – an abrupt change. Guest – Cullen Roche – Author of the bestselling book – Your Perfect Portfolio.   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Cullen Roche founded Discipline Funds to help investors obtain access to low fee, diversified portfolios that help them stay the course and meet their financial goals. Cullen’s primary areas of expertise include global macro portfolio construction, quantitative risk management, monetary economics, financial accounting and behavioral finance. Prior to establishing his own business, Cullen worked at Merrill Lynch Global Wealth Management where he worked on a team overseeing...

They are calling it Software-mageddon! Digging into the precious metals. Wake up Diversification fans – we have something for you...   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CRM), (QQQ), (NVDA), (GLD), (SLV)

The FED – keeps rates unchanged SpaceX announcing IPO plans Investors cautious on CaprEx spending plans And our guest – Frank Curzio – Curzio research…   NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at [email protected] Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a re...

Greenland babble sinks and then boosts markets. Natural Gas prices skyrocket. Small Caps continue to lead markets. Guest Jeremy Kasler- Founder of CASKX – yes – we are talking about Whiskey!  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Jeremy Kasler is an entrepreneur and alternative?asset innovator with more than 25 years of experience in specialty finance, alternative investments, and corporate strategy. He is best known as the Founder and CEO of CaskX, a global whiskey, cask investment platform he launched in 2019 to merge his passion for whiskey with his background in building pioneering investment ventures. Kasler founded CaskX in 2019, offic...