Submitted by Mark Hanna
Courtesy of MarketMontage. View original post here.
It’s been about 2 years since I last had a sit down chat with Andrew Horowitz of The Disciplined Investor blog. We spoke late Friday about the markets, the economy, the “Fed/global central banker put”, and trying to invest in a world where moral hazard is now the status quo rather than the exception. Feel free to listen in (audio link is about 2/3rds down the page), but be warned be both speak at 1.33x the rate of a normal person so you might need to slow down the output of your computer speakers.
For those on iTunes you can go here.
Disclosure Notice
Any securities mentioned on this page are not held by the author in his personal portfolio. Securities mentioned may or may not be held by the author in the mutual fund he manages, the Paladin Long Short Fund (PALFX). For a list of the aforementioned fund’s holdings at the end of the prior quarter, visit the Paladin Funds website at http://www.paladinfunds.com/holdings/blog
