EPISODE · Nov 9, 2025 · 56 MIN
TDI Podcast: The Emperor’s Clothes Again (#946)
from The Disciplined Investor Podcast
The Emperor New Clothes - looks familiar. A closer look at valuations Tariffs under fire - Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com - Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay’s investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals. Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)
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TDI Podcast: The Emperor’s Clothes Again (#946)
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