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TDI Podcast 94: The Outcome is Preordained

February 1, 2009

Guests – James Altucher and Bill Fleckenstein. First up on this episode is James Altucher, founder of  Stockpickr.com. We discuss some of the great investors of our time and how they are fairing in these difficult market conditions. We also explore Stockpickr.com and his outlook for the coming months. Then we have a chance to discuss the economic stimulus plan with Bill Fleckenstein who writes the Contrarian Chronicles for MSN Money.

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James Altucher is president and founder of Stockpickr LLC, a wholly owned subsidiary of TheStreet.com and part of its network of Web properties, and a managing partner at Formula Capital, an alternative asset management firm that runs a fund of hedge funds. He also is a weekly columnist for the Financial Times and the author of the books Trade Like a Hedge Fund, Trade Like Warren Buffett and SuperCa$h. Previously, Altucher was a managing partner at technology venture capital firm 212 Ventures and was CEO and founder of Vaultus and Reset Inc. He holds a bachelor’s degree from Cornell and was a doctoral candidate at Carnegie Mellon University. He is also a nationally ranked chess master.

Check out his latest book: The Forever PortfolioBill Fleckenstein

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Bill Fleckenstein is the president of Fleckenstein Capital, which manages a hedge fund based in Seattle and author of Greenspan’s Bubbles : The Age of Ignorance at the Federal Reserve.  He also writes a daily Market Rap column on his Fleckensteincapital website as well as the popular column Contrarian Chronicles for MSN Money.

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Stocks mentioned in this episode: Barrack Gold (ABX),  SPDR Gold ETF (GLD) , Apple (AAPL), iShares FTSE/Xinhua China 25 Index ( FXI), ProShares Leveraged Inverse Financial ETF (SKF),  Archer Daniels Midland (ADM)

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Free TDI Report: Technology Stocks for an Obama Recovery

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The Disciplined Investor Managed Growth Strategy is now available to most international investors. Click for More info HERE

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

Written by Andrew Horowitz · Filed Under Markets, PODCASTS, SHOW NOTES 

Comments

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8 Responses to “TDI Podcast 94: The Outcome is Preordained”

  1. ZEL on February 3rd, 2009 10:46 pm

    Hmmm…
    Your China excitement is interesting. It is surprisingly similar to Schiff's decoupling theory. What would Mish say?

  2. Andrew Horowitz on February 3rd, 2009 11:23 pm

    I am not sure, will ask

    A

  3. mgarry on February 4th, 2009 6:15 am

    Andrew–I listened twice to this podcast and didn't hear you mention AAPL, but your show notes say you did. Can you tell me where in the episode I can find the discussion please? Love you on TWIT and MBW. Thanks.

  4. Andrew Horowitz on February 4th, 2009 12:56 pm

    Re: mgarry commented on TDI Podcast 94: The Outcome is Preordained –
    We have recently Shorted Apple in our core TDIMG portfolio, so no sure where it was mentioned, but I would think that it would be toward the end..

    Andrew

  5. Allan on February 7th, 2009 8:33 pm

    You state that TDIMGS is available to most international investors, but the form following the “more info” link asks for state and zip code but no country.

  6. Allan on February 7th, 2009 8:43 pm

    I am curious to know why you chose to short AAPL. IIRC you had a buy recommendation on AAPL when it was around 120 and it was (when you shortened it) down to around 80-90.

    Given that Apple Inc. has recently shown its best numbers (both for Q3 and Q4 of 2008), I wonder if your choice is based on psychology (Steve being on sick-leave), the market in general (everything is down), or Apple’s expected future revenue potential?

  7. Andrew Horowitz on February 8th, 2009 2:13 pm

    Will look at as this is brand new this week. Will adjust…

    Thanks for the heads up..

    A

  8. Andrew Horowitz on February 8th, 2009 2:10 pm

    I am not sure where you have received recommendation on apple as mentioned as podcast and blog are general ideas or if it was from above. We mentioned buying on the recent earnings, but be careful not to assume conversations are recommendations either way as those are reserved for clients. ( I am sure you understand)

    But, yes apple ideas are trading ideas, not holds and the idea that they will be one of the only companies to beat this monster is hard to imagine

    Also Steve's health is not a positive

    That said, company looks somewhat strong in this rally and we will watch (no position currently)

    Andrew

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