{"id":1006,"date":"2008-10-12T23:55:36","date_gmt":"2008-10-13T03:55:36","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=1006"},"modified":"2016-09-20T03:43:44","modified_gmt":"2016-09-20T07:43:44","slug":"tdi-podcast-78-barry-ritholtz-big-picture","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2008\/10\/12\/tdi-podcast-78-barry-ritholtz-big-picture\/","title":{"rendered":"TDI Podcast 78: Barry&#8217;s Big Picture"},"content":{"rendered":"<p style=\"text-align: left;\">Guest: Barry Ritholtz, CEO of FusionIQ and founder of the popular blog, The Big Picture. We discuss Cramer&#8217;s <a title=\"iTunes Subscribe\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright alignnone size-medium wp-image-257\" style=\"margin: 5px; float: right;\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/10\/itunes_subscribe-1.jpg\" alt=\"\" width=\"98\" height=\"35\" \/><\/a>Monday sell-everything call along with market sentiment and the reasons it may be a good time to start thinking about the long side. Barry has held a bearish sentiment for some time and it looks as though he may be slowly coming out of his hibernation.<\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\"><a href=\"#podcast\" target=\"_self\"><span style=\"color: #000000;\">LISTEN TO PODCAST NOW<\/span><\/a><span style=\"color: #000000;\"> | LISTEN @ <a title=\"Zune Subscribe\" onclick=\"javascript:urchinTracker ('\/outbound\/article\/subscribe');\" href=\"zune:\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211; @ <a title=\"iTunes Subscribe\" onclick=\"javascript:urchinTracker ('\/outbound\/article\/phobos.apple.com');\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/span><\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" style=\"margin: 5px; float: left;\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/10\/rit1.jpg\" alt=\"\" width=\"131\" height=\"126\" \/><\/p>\n<p class=\"copy\">A frequent commentator on CNBC, Barry Ritholtz is a weekly guest on Kudlow &amp; Company. He has guest-hosted Squawk Box on numerous occasions, and also appears regularly on Bloomberg, Fox, and PBS. Mr. Ritholtz was profiled in the Wall Street Journal\u2018s Quite Contrary column (August 3, 2004; Page C3). His market perspectives are quoted regularly in the Wall Street Journal, Barron&#8217;s, Forbes, Fortunes, and other print media. He is deeply honored to be the dedicatee of The 2007 Stock Trader&#8217;s Almanac&#8217;s 40th Anniversary edition.<a title=\"FusionIQ Logo\" href=\"http:\/\/www.fusioniqrank.com\/\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-522 alignright\" style=\"float: right;\" title=\"FusionIQ\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/10\/fusioniq.png\" alt=\"\" width=\"121\" height=\"39\" \/><\/a><\/p>\n<p class=\"copy\">Mr. Ritholtz performed his graduate studies at Yeshiva University&#8217;s Benjamin N. Cardozo School of Law in New York, where he focused on Economics, Anti-Trust and Corporate Law. He was a member of the Law Review, and graduated Cum Laude. His undergraduate work was at Stony Brook University, where on a Regents Scholarship, he focused on Mathematics and Physics, graduating with an Associates degree in Political Science.<\/p>\n<p class=\"copy\" style=\"text-align: center;\">&#8212;<\/p>\n<h3>Key topics discussed in this episode:<\/h3>\n<ul>\n<li>Watch a Demo\/Tour of Fusion IQ <a title=\"FusionIQ\" href=\"http:\/\/www.fusioniqrank.com\/fusiondemo.html\" target=\"_blank\"><strong>HERE<\/strong><\/a><\/li>\n<li>Andrew will be speaking at The Money Show in Washington D.C. &#8211; November 7-8. If you want to meet for with a group of TDI listener\/readers contact us &#8211; <a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/\"><strong>Click Here<\/strong><\/a><\/li>\n<li>We are looking for volunteers to help out with the BESPy Awards Show. If you have talent in the area of audio editing\/production and want to help produce the show, please contact us.<\/li>\n<li><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2008\/10\/12\/oversold-charts-lots-of-em\/\">Charts that look oversold <\/a>&#8211; See the S&amp;P 500 sectors and industry groups<\/li>\n<li>Credit default swaps are continuing to be a thorn in the side of the markets<\/li>\n<li>Barry&#8217;s <a title=\"Big Picture Bullih indicators\" href=\"http:\/\/bigpicture.typepad.com\/comments\/2008\/10\/10-bullish-sign.html\" target=\"_blank\">recent update on the markets<\/a> and why he is entering a few long positions<\/li>\n<li>Watch for Barry&#8217;s book &#8211; <em>Bailout Nation<\/em><strong> <\/strong>and for Andrew&#8217;s guest writing on The Big Picture<\/li>\n<li>Capitulation? 3 positions we are adding<strong> &#8211; <a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2008\/10\/09\/capitulation-3-positions-i-am-adding\/\">Click Here<\/a><\/strong><\/li>\n<\/ul>\n<p style=\"text-align: center;\"><strong>&#8212;<\/strong><\/p>\n<p class=\"copy\"><strong>Stocks mentioned in the episode<\/strong>: Apple (AAPL), Mosaic (MOS), Potash (POT), Ultra S&amp;P 500 (SSO), Proshares Ultra Oil &amp; Gas (DIG), Proshares Ultra Real Estate (URE), Research in Motion (RIMM),<br \/>\nPowerShares DB Agriculture Fund (DAB), Lehman Brothers (LEMQ), JP Morgan (JPM), Goldman Sachs (GS)<\/p>\n<p class=\"copy\" style=\"text-align: center;\">&#8212;<\/p>\n<p style=\"text-align: center;\"><a title=\"GoTo Meeting\" href=\"http:\/\/www.gotomeeting.com\/podcast\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/10\/gotomeeting-1.jpg\" alt=\"\" width=\"400\" height=\"100\" \/><\/a><\/p>\n<p style=\"text-align: center;\">&#8212;-<\/p>\n<h3 style=\"text-align: center;\">Interested in The Disciplined Investor Managed Growth Strategy?<br \/>\nCheck out the virtual online tour <a title=\"TDI Managed Growth Strategy\" href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/2008\/10\/05\/mailbox\/tdi-investment-fund\/\"><strong>HERE<\/strong><\/a><\/h3>\n<h3 style=\"text-align: center;\"><a title=\"TDI Managed Growth Strategy\" href=\"..\/mailbox\/tdi-investment-fund\/\"><strong><\/strong><\/a><\/h3>\n<p class=\"copy\" style=\"text-align: center;\">\n<p class=\"copy\" style=\"text-align: center;\">\n<p><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_513\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('513','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=1006-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode78.mp3\">Download<\/a> (25.1MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Guest: Barry Ritholtz, CEO of FusionIQ and founder of the popular blog, The Big Picture. We discuss Cramer&#8217;s Monday sell-everything call along with market sentiment and the reasons it may be a good time to start thinking about the long side. Barry has held a bearish sentiment for some time and it looks as though he may be slowly coming out of his hibernation.<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_514\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('514','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=1006-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode78.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode78.mp3\">Download<\/a> (25.1MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9],"tags":[65,233,481,118,140,297],"class_list":["post-1006","post","type-post","status-publish","format-standard","hentry","category-podcasts","tag-cramer","tag-credit","tag-economy","tag-podcast","tag-ritholtz","tag-show-notes","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/1006","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=1006"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/1006\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=1006"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=1006"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=1006"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}