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TDI Episode 62: Bye Bye Mr. American Lie

June 22, 2008

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 Index!

Zach ScheidtZach Scheidt is the founder and Managing General Partner of Stearman Capital, LP. After graduating with honors from Lee University, Zach attended Georgia State University at night while beginning his career in the securities industry. He then received his MBA in 2001 and also achieved the Chartered Financial Analyst designation in 2003.

LISTEN TO PODCAST | LISTEN @ ZUNE – @ iTUNES

Note: Zach’s IPO/New Issue Hedge Fund is available for qualified investors.

Zach is an avid writer (you have to subscribe to his blog) and periodically publishes articles on individual securities as well as sector and general market themes. He is a regular contributor to Seeking Alpha and has been quoted in numerous financial publications including the Wall Street Journal, TheStreet.com and Yahoo Finance. A participating member of the Atlanta Society of Financial Analysts, Mr Scheidt maintains an active profile in the Atlanta investment community. Also, read Zach’s excellent article on Hedge Funds….

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The Disciplined Investor Managed Growth Strategy

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Stocks and other mentions: (DUG) (DIG) (AAPL) (YHOO) (COF) (LEN) (BIDU) (LEH)

ChartFest: Homebuilders or Ski Slopes?

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Lehman’s Private Letter to Limited Partners

Download Bespoke ETF Guide

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Written by Andrew Horowitz · Filed Under PODCASTS 

Comments

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4 Responses to “TDI Episode 62: Bye Bye Mr. American Lie”

  1. Jonathan Lawson on June 23rd, 2008 5:04 pm

    Andrew, do you have a copy of the ETF sheet you were talking about on the podcast? I was using the hedging strategy with a JRCC position, and the KOL etf. Interesting trade. Due to the hedge, the trade turned out to be profitable.

    Thank you for info,
    Jon

  2. Andrew Horowitz on June 23rd, 2008 7:33 pm

    Download Bespoke ETF Guide, Above…

    :-)

    A

  3. VPro on June 29th, 2008 7:12 pm

    Thanks for the quality content on your podcasts Andrew. Just one point to clarify from this episode though;
    The 200% inverse Proshare ETF “DUG” that you mentioned, does not directly correspond to the price of oil. In playing this ETF I recommend looking at the XLE and look at the holdings in that ETF. This can be easily done using Yahoo! Finance. In doing so, you would for example see that XOM has a huge 18% weighting in the XLE. So, if XOM and other holdings in the XLE are breaking down, the DUG will go up. But just because the price of oil goes down, doesn’t necessarily mean the DUG will go up. People really need to be careful and know what they’re doing playing these 200% proshares. They make big moves daily and are very heavy momentum plays.

  4. Colin on July 5th, 2008 12:03 am

    Hey Id just like to say that your podcast is exactly what I needed! I am very interested in the financial sector, and being young, I don’t know a whole lot. Your podcast has been extremely beneficial to myself, and I love how you slow things down and explain everything. Thanks and keep up the great work.
    Colin

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