April 13, 2014
The market swoon may not only be a simple technical breach. We look at the potential fallout from Michael Lewis’s book on HFT as well as the important earnings reports that will be hitting this week.
We also spend some time on figuring out whether or not Mr. Draghi is full of hot air and how markets will react to the barrage of headlines that will be coming out of Europe this week. Read more
April 6, 2014
We last spoke to our guest Satyajit Das in December and at that time we had a conversation about the emerging problems in the emerging nations. The USD was rising and what we should expect. Now we discuss the next areas of concern, the potential for QE in Europe and a few not so often discussed items that need our attention. Read more
March 30, 2014
In this episode we look at the warnings signs that the market is giving us. Some of the MOMO names are clearly being sold along with last year’s winners. The rotation is becoming more apparent and we go through how that may play out. Lots of good investment disciplines discussed in this episode. Read more
March 23, 2014
Guest: Jack Schwager tells us some of the important lessons that he learns from top traders. His latest book is a delight and a great way for anyone looking to understand the ways of successful investing from the top traders of our time. We also give an update and opinion on the stocks that were requested by listeners in this episode.
March 16, 2014
Guest: Robert Wiedemer brings us some very interesting thoughts on why this is a “fake” recovery. Fake? Yup – that is what he says. We spar on that for a bit and then get down to the next aftershock from his perspective. Overall Mr. Wiedemer is a bit happier with the thought of other assets, aside from stocks, moving forward.
We also spend some time looking at the recent change in sentiment as well as the potential for further fallout from the unrest in the Russian region.