Andrew is MONEY GIRL!

April 29, 2008

Okay… so I am getting in touch with my financial femininity. Any problem with that? :-)

Seriously, if you are familiar with podcasts, then you have undoubtedly heard of Grammar Girl. Mignon Fogarty is the grammatically correct host of one of the web’s top podcasts, is a best selling author and heads-up of one of the fastest growing podcasting properties. Mignon is also the founder/creator of Quick and Dirty Tips and produces several very popular short-format podcasts.

The shows cover the gamut of topics, all with the unified goal of providing listeners useful and actionable ideas to help enhance their personal and business lives.

Even though I tremble with punctuational-fear each time I write her, over the last several months, Mignon and I have become good friends. Recently, she asked if Read more

TDI Episode 52: Supercapitalism

April 14, 2008

Guest: Robert B. Reich, Professor of Public Policy at the Goldman School of Public Policy at the University of California at Berkeley. We discuss the economy, politics and his latest book, Supercapitalism.

Professor Reich has served in three national administrations, most recently as secretary of labor under President Bill Clinton. He has written eleven books, including The Work of Nations, which has been translated into 22 languages; the best-sellers The Future of Success and Locked in the Cabinet, and his most recent book, Supercapitalism.

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His articles have appeared in the New Yorker, Atlantic Monthly, New York Times, Washington Post, and Wall Street Journal. Professor Reich is co-founding editor of The American Prospect magazine. His weekly commentaries on public radio’s “Marketplace” are heard by nearly five million people. (Subscribe to Robert Reich Commentaries in iTunes)

In 2003, Reich was awarded the prestigious Vaclev Havel Foundation Prize, by the former Czech president, for his pioneering work in economic and social thought. In 2005, his play, Public Exposure, broke box office records at its world premiere on Cape Cod.

We discuss:

  • Supercapitalism – The Transformation of Business, Democracy and Everyday Life.
  • People are taught all along that “the big guys” bend the rules to get wealthy…Why not them…?
  • Harry Dent theory 2009 – What is the chance that we are entering a long term recession? Depression?
  • Via Barry Ritholtz: “Who should Obama replace Bernanke with?”
  • The worldwide food shortage, how can we protect ourselves (fill them bunkers!)
  • Seems to be a transparency problem today … people scratching their heads about what is going on.
  • Unions..? Any good any more? Do they serve any purpose?


The ZachZone focuses on: Chipotle Mexican Grill Inc. (CMG), Digital Domain (DTWO), American Water Works Co. (AWK), and Intrepid Potash (IPI)


Stocks Discussed in this episode: Capital One Financial (COF), Washington Mutual Inc (WM), Wachovia Inc (WB), Bear Stearn (BSC)

Listen to The Disciplined Investor in iTunes


TDI Episode 48: LIARs, VISAs and BEARs – OH MY!

March 17, 2008

Guests: Zach Scheidt, Harry Dent and David Gaffen. Markets and the future with all that occurred this week is our initial topic. David Gaffen of the Wall Street Journal along with Harry Dent, famed author and economist, provide some clues as to where theWSJ Gaffen Blog markets and the economy is heading.

Zach discusses VISA IPO and the state of the market provides some great tips on profiting from IPOs. Are we going to crash or have we reached bottom? We introduce, The ZachZone in this episode, a segment to become a regular part of The Disciplined Investor Podcast. This is an episode that will help you profit.


Zach Stocks ScheidtOne hedge fund Zach manages strictly invests in IPOs as well as new equity issues. Zach brings great insight along with a refreshing and honest view of what is billed to be the BIGGEST IPO in history. VISA is being touted as a top play by the investment bankers, even in this horrible market. Yet, we look a bit deeper to see if this isHarry Dent Book actually something that will be of benefit. (visit ZachStocks)

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

Zach is also an avid writer 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, and Yahoo! Finance. A participating member of the Atlanta Society of Financial Analysts, Zach maintains an active profile in the Atlanta investment community.

IPO Sites Mentioned: IPOCentral, Yahoo! IPO, StreetInsider, MorningNotes* (*premium)

Stocks Mentioned in this and recent episodes: (V) (BSC) (LEH) (SPY) (SAFM) (GS) (MER) (QID) (SKF) (QQQQ) (IBKR)

Andrew’s birthday wish? Pick up a copy of The Disciplined Investor – Essential Strategies for Success
on Thursday, March 20th. CLICK HERE….

Guests scheduled for upcoming Episodes: Bill Cara, Mike Huckman, Robert Reich


Bernanke’s Magic Hat

March 14, 2008

“The dogmas of the quiet past are inadequate to the stormy present. The occasion is piled high with difficulty, and we must rise with the occasion. As our case is new, so we must think anew, and act anew. We must disenthrall ourselves, and then we shall save our country.” Lincoln’s Second Annual Message to Congress, December 1, 1862.

Bernanke’s Magic HatJust as President Abe Lincoln inherited a country at a historic crossroad, so has Chairman Ben Bernanke. Lincoln thought well outside the box by and was able to reach into his hat-o-tricks and pullout some magic. Fortunately, his efforts eventually united a broken and disparate country laying the foundation for greatness. Now it is Mr. Bernanke’s turn.

So far, Academic Ben has shown some magic of his own. Reaching deep inside, we see that his hat-o-need-a-miracle is full of all sorts of wondrous solutions…..From traditional rate cuts to tapping the lesser known discount window and all the way back again, the Fed Chief has been wrangling with just how to get some breathing space between today and an eventual foreclosure of the good-ole U. S. of A. In an effort of global proportions, the latest move to avert an all out economic nosedive was to bring together a global consortium of governments in the hopes of providing the liquidity to allow for the banking sector to work its way through the short term. The unfortunate fact is that it appears as if Mr. Bernanke is not convinced that the U.S. can actually pull this one off alone.

According to Bloomberg reports,

In a Florida speech directed to bankers last week, he Fed Chairman Ben Bernanke requesting that lenders “forgive portions of mortgage debt held by homeowners at risk of defaulting.”

This is not a good sign as it is smelling like our sugar-daddy is running out of ideas and we dare say…options. This last move was historic in size and depth. “What else is does Bernanke have in his tall hat?” is weighing on the minds of many investors. Here is a novel idea…how about an immediate pullout of U.S. troops from IRAQ which, at last report, was costing us….(from )

There is a growing concern that there will be a failure and that the latest moves are set to help avert the impending reality. Rumors aside, the probability is growing that a major catastrophe is brewing and the longer the credit markets are locked-up, the higher the likelihood.

Do not confuse this and assume it is the rant of a perma-bear, looking to profit from scare tactics. Rather, I hope it is the voice of financial responsibility and the economic reality. We are still setting up for problems if this latest magic trick does not quickly do the job by acting like Super Drain-O in unclogging our financial plumbing.

What is left to be yanked out of Bernanke’s Hat? Perhaps rate cuts that will lower mortgage rates for the new legion of renters. As this would bring down the dollar’s value, we could find ourselves looking for Read more

Daring Meets Discipline – LIVE!

March 11, 2008

How to Invest in Bear Markets. Trade or Buy-and-Hold?

Sponsored by and BlogTalkRadio

Daring meets DisciplineFor many, it is the daily conflict… or invest, invest or trade. Timothy Sykes and Andrew battle meet on Thursday, March 20th at 5pm EST to argue discuss the merits of trading penny stocks versus investing with a buy-and-hold strategy.Sponsored by BlogTalkRadio and, this is sure to be an action packed fight discussion. The merits of each of these strategies into a very difficult market should provide for a obnoxious thought-provoking 90 minutes of bickering insight. Markets, recession, strategy and process will be open for argument comment.

The best part? Through the technology provided by BlogTalkRadio, you can be in on the mudslinging action. Just call-in and we will be glad to answer your questions, LIVE!

Registration is free and there is plenty of space as the bandwidth is unlimited.

Listen to promo :

Audio clip: Adobe Flash Player (version 9 or above) is required to play this audio clip. Download the latest version here. You also need to have JavaScript enabled in your browser.

Date: Thursday, March 20, 2008
Time: 5:00 PM
Call-in Number: (347) 945-6579
Streaming Live/Audio:

From the BTR site: John C. Havens of BlogTalkRadio interviews Gabe Dalporto, Chief Strategy Officer of, Timothy Sykes Author of, “An American Hedge Fund” and Andrew Horowitz author of, “The Disciplined Investor.”


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