Guest: Paul Kedrosky, Infectious Greed. We focus in on the number crunchers, what is now termed: Excel Weenies. Paul shares his thoughts on the “nihlist” trade and how that is shaping the near term market outlook. Market volatility between 3pm-4pm is discussed again as well as the Obama Economic Recovery Plan. Andrew provides a list of stocks that could benefit into the first quarter of 2009 (see below)
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Dr. Paul Kedrosky is an investor, writer, and entrepreneur. He is a sought-after speaker; an analyst for CNBC television; a columnist for TheStreet/RealMoney; and the editor of Infectious Greed, one of the best known business blogs. He is frequently quoted in major publications around the world.
Dr. Kedrosky is currently a Senior Fellow at the Kauffman Foundation, where he is focused on entrepreneurship, innovation, and the future of risk capital. He is also a strategist with Ten Asset Management, a southern California institutional money management firm using innovative quantitative techniques in capital markets. He is also a fellow and on the advisory board of the Berkeley Center for Innovative Financial Technology. He is an advisor to various other companies, institutional investors, and venture capital firms.
Dr. Kedrosky has also a professional seed investor, having run an innovative seed capital program based out of the highly-ranked University of California, San Diego. He has also been a venture partner at Ventures West, a large institutional venture capital firm.
Dr. Kedrosky has written influential columns and articles for the Wall Street Journal, the Economist, Harvard Business Review, and others. He has also appeared on many media outlets, including CNN, PBS Newshour, ABC Nightline, and the New York Times, and he can be seen frequently on CNBC.
He has a Ph.D. from the University of Western Ontario, an M.B.A. from Queen’s University, and a B. Engineering from Carleton University.
Stocks discussed: Lindsay (LNN), Mosaic (MOS), Aecom Technolgy (ACM), Caterpillar (CAT), Timberland (TBL), OshKosh (OSH) , Flir Systems (FLIR), MasterCard (MA), Almost Family (AFAM)
Discussion Links from this episode:
- MSN Strategy Lab – Edge Strategy Worksheet
- TDI Managed Growth Strategy – Virtual Tour
- The Money Show – Orlando – Feb 4-6 2008
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