|
The Disciplined Investor Podcast |
|
Guest: Mish Shedlock and Andrew discuss Fannie, Freddie and the market direction. We take apart Ladenburg Thalmann’s banking analyst Dick Bove and look at Cramer’s recent discussion about the Fed, SEC and the markets. Mike Shedlock / Mish is a registered investment advisor representative for SitkaPacific Capital Management. As Mish tell us, Sitka Pacific is an [...]
Guest: Professor Michael Greenberger follows up with the discussion on the Enron Loophole and how there is relief in sight. We last had him on when we were nearing a $145 barrel price for oil. Since then, we have noticed a significant drop...Why? He tells us and provides insight into the hearing oil problem we are about to [...]
Coming to you from The Money Show in San Francisco. Listen in to the Strategy Lab panel highlights, Jon Markman of MSN Money and Andrew sits down with Vad Yazvinski the winner of Strategy Lab [...]
Guest: Michael Santoli, Barron's brings some important issues to the front regarding how the media deals with information. Andrew asks about the slant of "big media" towards the bullish argument (or at least they appear to frown on the short and negative ideas). The summer doldrums and ideas to fix for the Auto [...]
Guest: Jim Jubak. MSN Money and Andrew discuss how to spot the end of a bear market. We also review the financial stocks and Andrew provides insight in the Main-stream-media. [...]
Guest: Michael "Mish" Shedlock and Andrew discuss the current economy, the financials and the unbelievable rules that are coming from the SEC and the FED. Short-selling may break the back of the banks that have the biggest problems as they are fair game, while the big brokerages are now, officially excluded. Nice work [...]
Guest: Brett Steenbarger, Author of The Psychology of Trading (Wiley, 2003) and Enhancing Trader Performance (Wiley, 2006). What is it that psyches -out traders? How can we overcome some of the trading pitfalls and the we explore what tools the pros do not [...]
Guest: John Perkins, author of Confessions of an Economic Hit Man and The Secret History of the American Empire. We discuss what exactly an economic hit man is, the American Empire, the challenge from China, the collapse of our way of life just to name a [...]
Guests: Prof. Michael Greenberger and John C. Dvorak discuss the Enron Loophole, the London Loophole and the skyrocketing price of oil. We also find out how closing the loophole could bring the per barrel price of oil down [...]
Guest: Zach Scheidt, Hedge Fund Manager. We discuss the IPO market and Andrew is back on his soapbox on the Lehman letter saying that a big part of the problem is the lies and PR spin by the financials. We answer some listener questions and get into a few hedging ideas with the use of ETFs. We even dare discuss the idea of shorting the DJ Oil [...]
Guests: Leo Laporte and John C. Dvorak discuss all things Tech. We have a friendly chat to discuss the Technology of past and present and future. The Yahoo! and Microsoft deal (or not) and the general take on Apple's new [...]
Guest: Michael "Mish" Shedlock opens our eyes to the real economic issues that are causing such [...]
Strategy Lab Panel: Robert Walberg, Kelly Wright, Vad Yazvinski, Ken Kam, John Resse and Ron Prichard. We review each of the strategies and the specific ways in which the strategies work as well as stock picks and pans. From Screening on a quantitative basis to contrarian investing strategies and back, this episode has a great deal of ideas that will help you profit. We yammer about Marijuana legalization and the Democrats looking strong. Then, we explore how that is going to effect your portfolio. Good clean [...]
Special Guest: Andrew Ross Sorkin: Editor, NY Times Dealbook. We discuss the interesting and the not so interesting deals that are happening and those that may [...]
Guest: Corey Rosenbloom, Pro Investor and top blogger. We look at the best ways to start trading the markets and how Corey controls risk and continually learns. He gives a stunning review of my book - The Disciplined Investor... Nice! We also discuss the sector rotation that would be occurring if the markets were normalized. In addition, listen in for the the 12 Tribes of [...] |
|
