Here is our 17th conversation …. new insights for anyone who invests in anything. What to do? This chat is presented as-is for anyone who wants to listen in. We discuss the problems with the market in general and the Obama effect.
Click HERE for charts discussed in the episode.
Click for the pdf of “Where the Money Goes“
Podcast: Play in new window | Download (68.8MB)
Tags: Audio, DH-Unplugged, podcast
Can we have a direct link to the mp3 so that I can play this in safari on my iPhone?
It is right below the audio player –> the word Download is a link to the .mp3 file.
Mr. Horowitz:
You started to explain how we can structure an investment so we get the upside of gold without the downside. I don’t believe you finished the explanation. As I understood, you recommended starting with an investment in DZZ. Would you explain how to structure the remainder of the investment?
Thanks.
Dvorak was in excellent for with true investigative reporting. More DH unplugged like this episode! Less complaining and more factual and investigative content make this podcast worth listening!
I am listening to the podcast where you discuss the charts for the Nasdaq and the Dow Jones Industrials. I think you are onto something important, but I have been asking the question as relates to “value”. It seems to me, and certainly to Andrew, that value is a poor guide for investing in stocks. To me, it seems the reason is that value, which is a component of companies, not hedges or derivitives, is lost in the sheer volume of the market which is more and more made of artificial instruments and service companies.
This is not to say that service companies cannot have value, but now we get to the issue John was discussing- what is an industrial. Intel certainly is. They MAKE chips. Home Depot is not. They retail other companies product. Food companies make (at least add value to product) food. Pharma makes pills. Finance companies are service. They do have value, but not industrial. Oil companies are industrial. By there energy they convert a raw commodity in the ground into one we can utilize. A steel company does exactly the same thing.
But- where is all the underlying value in our culture? Can we survive long if we do not MAKE anything. This is not intended to be a rhetorical question.
And Andrew, less emotion and more charts, facts would be really useful. I depend on you for a big piece of the spectrum of ideas I search for.
Thanks
I enjoyed this episode much more then the previous one. John had some great contributions and definitely brought balance to this show. I look forward to the “drilling down” on stocks in future episodes, but my suggestion would be to limit the drilling down episodes and make sure you cover any new news in addition to the drilling. Keep up the great work.
we need the prices and offerts of gold.
Hi webmaster – This is by far the best looking site I’ve seen. It was completely easy to navigate and it was easy to look for the information I needed. Fantastic layout and great content! Every site should have that. Awesome job
Thank you for the sensible critique. Me & my neighbour were preparing to do some research about that. We got a good book on that matter from our local library and most books where not as influensive as your information.