{"id":2934,"date":"2009-05-11T00:45:06","date_gmt":"2009-05-11T04:45:06","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=2934"},"modified":"2016-09-20T04:30:00","modified_gmt":"2016-09-20T08:30:00","slug":"tdi-podcast-108-commodities-and-contrarians","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2009\/05\/11\/tdi-podcast-108-commodities-and-contrarians\/","title":{"rendered":"TDI Podcast 108: Commodities and Contrarians"},"content":{"rendered":"<p style=\"text-align: center;\"><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/05\/itunes_subscribe-1.jpg\" alt=\"\" width=\"96\" height=\"34\" \/><\/a><\/p>\n<p>Guests: Michael Essany and Bill Fleckenstein discuss commodities, corn and the contrarian take. What will the corn crop do this summer as we may see a terrible planting season and a massive drawn down of the crop from massive ethanol production? We then move to a discussion with Bill Fleckenstein to answer questions that investors want to know&#8230; Is it for real? What to invest in if this is a real recovery and what to watch out for&#8230;.<\/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<\/span> <span style=\"color: #000000;\">@<\/span> <a title=\"Zune Subscribe\" href=\"zune:\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211;<span style=\"color: #000000;\"> @<\/span> <a title=\"iTunes Subscribe\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/strong><\/p>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<h3 style=\"text-align: center;\">Sponsored by Audible.com &#8211; Get your free audiobook <a href=\"http:\/\/www.audiblepodcast.com\/investor\" target=\"_blank\"><strong>HERE<\/strong><\/a><\/h3>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-2935\" style=\"margin: 5px;\" title=\"essanyheadshot\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/05\/essanyheadshot.jpg\" alt=\"essanyheadshot\" width=\"112\" height=\"141\" \/><\/p>\n<p>In December 2005, A&amp;E Biography named <strong>Michael Essany<\/strong> to their celebrated list of \u201cAmerica\u2018s Most Remarkable People.\u201d\u009d<\/p>\n<p>Check out his site <a href=\"http:\/\/www.indianagrain.com\/\"><strong>HERE<\/strong><\/a> &#8211; pretty cool stuff &#8211; Indiana Grain Company<\/p>\n<p>For Essany, a best-selling author, popular columnist, and recognized television personality, this achievement came after years spent in the company of other distinguished media figures.<\/p>\n<p>Essany, who has appeared as a guest or contributor on The Tonight Show, Oprah, CNN, NBC\u2018s Today, CBS News, FOX News, Extra, and Access Hollywood, hosted his own popular interview\/reality series entitled The Michael Essany Show for seven years, best known for two seasons on E! Entertainment Television. In 2005, The Michael Essany Show was sold to the BBC in Great Britain, where it became an enormous success and still remains in syndication.<\/p>\n<p>For several years, Essany, an honors graduate of Valparaiso University with a Bachelor\u2018s Degree in political science, has also penned a widely read, popular column for The Times &#8211; the second largest daily paper in the State of Indiana.<\/p>\n<p>In August 2008, Michael\u2018s first book \u201c<a href=\"http:\/\/www.amazon.com\/exec\/obidos\/ASIN\/0240810309\/investmentadvi09\"><strong>Reality Check<\/strong><\/a>\u201d\u009d was released internationally through Elsevier (Focal Press imprint) and became a bestseller in its category. Essany is also the author of \u201cGroomology\u201d\u009d from SourceBooks (April, 2009), as well as \u201cThe Devil Can\u2018t Cook Spaghetti&#8221;, scheduled for a spring 2009 release.<a onclick=\"urchinTracker ('\/outbound\/article\/www.fleckensteincapital.com');\" href=\"http:\/\/www.fleckensteincapital.com\/\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-958 alignright\" style=\"margin: 10px;\" title=\"bill-fleckenstein\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2009\/05\/bill-fleckenstein.jpg\" alt=\"Bill Fleckenstein\" width=\"110\" height=\"119\" \/><\/a><\/p>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<p><a onclick=\"urchinTracker ('\/outbound\/article\/www.fleckensteincapital.com');\" href=\"http:\/\/www.fleckensteincapital.com\/\"><strong><span style=\"color: #2255aa;\">Bill Fleckenstein<\/span><\/strong><\/a> is the president of Fleckenstein Capital, which manages a hedge fund based in Seattle and author of <a onclick=\"urchinTracker ('\/outbound\/article\/www.amazon.com');\" href=\"http:\/\/www.amazon.com\/exec\/obidos\/ASIN\/0071591583\/investmentadvi09\"><span style=\"color: #2255aa;\">Greenspan\u2018s Bubbles : The Age of Ignorance at the Federal Reserve<\/span><\/a>.  He also writes a daily Market Rap column on his Fleckensteincapital.com site as well as the popular column <strong><a onclick=\"urchinTracker ('\/outbound\/article\/articles.moneycentral.msn.com');\" href=\"http:\/\/articles.moneycentral.msn.com\/Commentary\/ByAuthor\/BillFleckenstein.aspx\" target=\"_blank\"><span style=\"color: #2255aa;\">Contrarian Chronicles<\/span><\/a><\/strong> for MSN Money.<\/p>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<p><strong><\/strong><\/p>\n<p><strong><\/strong><\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: center;\"><strong>Sponsor:  Try GotoMyPC free for 30 days! For this special offer, visit <a title=\"GoToMyPC\" href=\"http:\/\/www.gotomypc.com\/podcast\" target=\"_blank\">www.gotomypc.com\/podcast<\/a><\/strong><\/p>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<p style=\"text-align: center;\"><strong>Andrew will speaking at the Money Show &#8211; Las Vegas &#8211; <a href=\"http:\/\/www.moneyshow.com\/lvms\/main.asp?scode=013104\">Watch the session LIVE!<br \/>\nONLINE at The Moneyshow.com<\/a> &#8211; Wednesday May 13th at 9:00pm ET. <\/strong><\/p>\n<p style=\"text-align: center;\"><strong>&#8212;<br \/>\n<\/strong><\/p>\n<p style=\"text-align: center;\">Discussion: Banks received concessions of over $100 billion at the last second before the release of the stress test results. <strong><a href=\"http:\/\/online.wsj.com\/article\/SB124182311010302297.html#project%3DSTRESSTESTDOCS0905%26articleTabs%3Dinteractive\">See this article from the WSJ<\/a><\/strong> and let us know what you <strong><em>now<\/em><\/strong> think of the &#8220;stress tests.&#8221;<\/p>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<p style=\"text-align: center;\"><strong>Interested in investing with The Disciplined Investor Managed Growth Strategy?<br \/>\n<a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/tdi-investment-fund\/\">See the Virtual Tour HERE !<br \/>\n<\/a><\/strong><\/p>\n<p><strong>&#8212;<br \/>\n<\/strong><\/p>\n<p><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_2602\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('2602','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.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:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=2934-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode108.mp3\">Download<\/a> (38.3MB)<\/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>Guests: Michael Essany and Bill Fleckenstein discuss commodities, corn and the contrarian take. What will the corn crop do this summer as we may see a terrible planing season and a massive drawn down of the crop from massive ethanol production? We then move to a discussion with Bill Fleckenstein to answer questions that investors want to know&#8230; Is it for real? What to invest in if this is a real recovery and what to watch out for&#8230;.<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_2603\"><a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('2603','http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.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:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=2934-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode108.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode108.mp3\">Download<\/a> (38.3MB)<\/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":[12,9,296],"tags":[286,483,118,297],"class_list":["post-2934","post","type-post","status-publish","format-standard","hentry","category-markets","category-podcasts","category-shownotes","tag-commodities","tag-markets","tag-podcast","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\/2934","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=2934"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/2934\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=2934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=2934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=2934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}