Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. Plus: Is there some weird scam going on?

click ► to listen:

 

Right click here and select ‘Save Link As…’ to download the mp3 file.




  1. Heinrich Moltke says:

    This was actually a great show…and not a result of the microphones.

  2. Dallas says:

    Is Horror Witz trying to get into Fox Snooze?

  3. Bazz says:

    Is there a feed for this podcast? I’d like one just for D-H Unplugged, not the entire DU blog. Thanks!

  4. mr. show says:

    #2 Typically they to hear from the rah rah Wall Streeter or gang up on someone like Horowitz…

  5. Bob says:

    “Is the Government Trying to Hoodwink Investors?”

    Well they did it for a majority of voters, so why wouldn’t they try it again, this time on investors?

    Then again, they will probably need a new slogan, “hope and change” is already been used up.

  6. Professor Johnnycakes says:

    I love Kennywood. So is this a new coaster?

  7. soundwash says:

    I think,

    “Is the government trying to hoodwink the planet”

    -would have been a more appropriate title..

    -s

  8. Winston says:

    Another from today:

    http://market-ticker.org/archives/1616-Better-Late-Than-Never……html

    Excerpt:

    For two and a half years The Market Ticker has pointed out the foibles of The Fed and other claims of “help” for the economy – when the prescription for “help” is just an extension of the same failed policies that created the mess in the first place.

    But now we are starting to see this show up in the so-called “mainstream media”, with the latest being The Wall Street Journal:

    It takes similar reasoning to reconcile the elation felt across America every time the stock market rises—partially replenishing personal investment portfolios and 401(k) retirement plans—with the uneasy feeling that we are being set up for yet another big financial disappointment. We dare to hope that the economy is growing solidly once more, that the Federal Reserve has superior knowledge about providing liquidity, and that the U.S. Treasury knows what it’s doing by guaranteeing money market-fund assets.

    But what if the Fed’s efforts to stoke a recovery are merely creating asset bubbles in equities and elsewhere? What if government guarantees—explicit and implicit—are encouraging high-risk investment behavior rather than restoring conditions for normal market returns? What if excess dollars produced here are being channeled by speculators into foreign stock and bond markets as part of a currency play?

    No, really? Did you get that from the correlation charts of the dollar and S&P 500? You know, this one, showing correlation from March onward:

    Blatant “strong dollar” lies (and the carry trade):

    http://market-ticker.org/archives/1613-More-On-Lies-Strong-Dollar.html

  9. t0llyb0ng says:

    But CNBC is upbeat so that means everything is A-OK.

    Here is an off-topic rhyme:

    A touchscreen gathers mucus-y goo

    I transfer my flu from me unto you

  10. Buster says:

    Mr. Dvorak,
    on DH Unplugged you made a comment on the ineffectiveness of the H1N1 vaccines. There is virtually no difference in the way the vaccines are produced compared to the seasonal vaccines. Even MD’s can be uninformed and should take the time to educate themselves with the literature. One should be careful about dissing the vaccine so early in the flu season. Especially when one travels so much and has above average exposure (like in plane cabins with recirculated air!).
    BTW, love your podcast with AH. Good luck!!



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