Submitted by Mark Hanna
Courtesy of MarketMontage. View original post here.
I had another opportunity to speak with Andrew Horowitz this weekend — last we spoke [Mar 12, 2012: A Chat with Andrew Horowitz] the market was in “teflon” mode (at least in large caps) in early March but of course since then things have become much more volatile. Main topics of conversation were Investor Business Daily’s call back to (tentatively) constructive mid week, why Europe’s currency is holding the region back, recent market action, and corporate profits. Long time futures/commodities trader Larry Williams was Andrew’s other guest in this week’s show.
Link to the interview can be found here (2/3rds down the page); those of you with iTunes can download the podcast here.
(please excuse my excessive use of the word “uhhh..” in the first 5 minutes, it was early in the morning) 
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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
