SubscribeTDI Podcast 126: Gold Bears and Bullish Neon Sightings
September 13, 2009 11:59 pm
Guests: Jon Markman, MSN Money and Vitaliy Katsenelson, Investment Management Associates. We discuss the value of Gold…or said better we ask the question of how to value gold. Is China telling us the whole story? Markman explaines the bullish signals he sees for the markets as well as why there can be more room to run.
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Jon Markman, a veteran money manager and award-winning journalist, is editor and founder of the investment research newsletters Trader’s Advantage and Strategic Advantage. A pioneer in the development of stock-rating systems and screening software, Markman is a co-inventor on two Microsoft patents and author of the best-selling books “Swing Trading” and “The New Day Trader Advantage”
Markman was a portfolio manager and senior investment strategist at a multi-strategy hedge fund from 2002 to 2005; managing editor and columnist at CNBC from 1997 to 2002; and an editor, investments columnist and investigative reporter at the Los Angeles Times from 1984 to 1997. Markman is also currently a weekly columnist for MSN Money and a contributor to TheStreet.com.
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Vitaliy Katsenelson is the director of research at Investment Management Associates, Inc (IMA) a money management firm based in Denver, Colorado. After he received his graduate and undergraduate (cum laude, but who cares) degrees in finance from University of Colorado at 
Denver, and finished his CFA designation, he wanted to keep learning. He figured the best way to learn is to teach. At first he taught an undergraduate class at the University of Colorado at Denver and later a graduate investment class at the same university that he designed based on his day job.
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Stocks Discussed in this episode: American Express (AXP), TIPs (TIP), Gold Shares (GLD), Caterpillar (CAT), China ETFs (CAF), Hong Kong (FXI), Brazil (EWZ), India (EPI) and more….
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3 Responses to “TDI Podcast 126: Gold Bears and Bullish Neon Sightings”
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Andrew,
You consistently have on interesting guests and I appreciate your circle of friends in the industry.
Jon Markman's market outlook seems quite the opposite of someone like Harry Dent. We've experienced a tremendous rally after a staggering downdraft this past year. It seems many people equate a higher stock market with a healthy economy. Very interesting commentary by Vitally regarding China. It will be interesting to see how this plays out.
Regarding "Cash for Clunkers" that you have talked about before. We likely won't hear much about it, but I think this will end up being a net loss program. If 800,000 cars or so were sold and you said many were done with 72 month loans it's quite possible several could default.
Also, under normal circumstances a person sells or trades in their used car and buys a newer one, making 2 cars on the road, but the clunker program eliminated cars that were still decent running cars and killed any future buying of that used car. CNBC was touting this as such a great thing for America so there's another reason tom be suspicious.
I very much enjoyed this episode, especially the nitrous oxide comment.
Got to love this pod cast! Does it have a part 2? WOuld love to learn more about this.