{"id":404,"date":"2008-01-07T00:34:25","date_gmt":"2008-01-07T04:34:25","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/2008\/01\/07\/tdi-episode-39\/"},"modified":"2016-09-20T03:10:01","modified_gmt":"2016-09-20T07:10:01","slug":"tdi-episode-39","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2008\/01\/07\/tdi-episode-39\/","title":{"rendered":"TDI Podcast 39: Infectious Resolutions"},"content":{"rendered":"<p>Guest: Paul Kedrosky, Ph.D. of Infectious Greed\/Ten Asset Management. This episode begins with some profitable New Year&#8217;s Resolutions to ponder &#8211; 12 steps for getting your portfolio into good shape for 2008.<\/p>\n<p>Then,  we work our way into a great interview with <a href=\"http:\/\/paul.kedrosky.com\/\" target=\"_blank\" title=\"Paul Kedrosky Infectious Greed\">Paul Kedrosky<\/a> as he tells us why he blogs and what he thinks about the current market conditions. He is a great writer, speaker and financial philosopher. Best of all, he is a recent winner of a <a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/bespy-2007\/\" title=\"BESPy Awards\">BESPy Award<\/a> for 2007.  We also discuss the profit opportunities for 2008 in and out of the markets.<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\" title=\"iTuned Subscribe\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/01\/itunes_subscribe.jpg\" alt=\"iTunes Subscribe\" align=\"right\" height=\"44\" width=\"123\" \/><\/a><\/p>\n<p>Sub-Prime, Housing, Autos, Technology and the Fed are all topics we dissect in this podcast.<br \/>\n<img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/01\/paul_kedrosky-1.jpg\" alt=\"Paul Kedrosky\" align=\"left\" hspace=\"10\" vspace=\"10\" \/><\/p>\n<p><a href=\"http:\/\/paul.kedrosky.com\/\" target=\"_blank\" title=\"Infectious Greed\"><strong>About Paul Kedrosky,  Ph.D.<\/strong><\/a><\/p>\n<p>Dr. Kedrosky  contributes to leading edge alpha development at Ten Asset Management.  He is an  acknowledged leader of research in areas such and unstructured data and the  interaction between public and private equity.<\/p>\n<p>Paul Kedrosky is an  award-winning academic, lecturer, and columnist. He has published more than  three hundred articles in academic and non-academic publications on finance,  strategy, and public &amp; private equity. In addition, he has lectured and  consulted to pension funds, money managers, and venture funds in Canada, the  U.S., and Europe. He has been a  highly-ranked equity research analyst, and  founded the technology equity research practice at HSBC James Capel.  Transactions with which he was involved created in excess of a billion dollars  in public market value.<\/p>\n<p>Dr. Kedrosky has  appeared on many media outlets, including CNN, CNBC, PBS Newshour,   ABC  Nightline, and the New York Times. He writes a weekly column on finance for the  National Post in Canada, and a monthly column for Canadian Business magazine.  His columns have also appeared in the Economist, the Wall Street Journal, the  Brookings Institute, and Forbes.<\/p>\n<p>Dr. Kedrosky is  currently the Academic Director of the von Liebig Center at the University of  California, San Diego. In that capacity he lectures and researches on various  aspects of public and private<strong> <\/strong>equity, as well as being active in the  Center&#8217;s financing activities.<\/p>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;-<br \/>\nStocks Mentioned in this Episode:  (AAPL) (MSFT) (RIMM) (CSCO) (LEAP)<br \/>\n&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;<\/p>\n<p>Andrew\u2018s book is available at the TDI website store, <a href=\"http:\/\/www.amazon.com\/exec\/obidos\/ASIN\/0978708377\/investmentadvi09\" onclick=\"javascript:urchinTracker ('\/outbound\/article\/www.amazon.com');\" target=\"_blank\" title=\"The Disciplined Investor - Essentail Strategies for Success\">Amazon<\/a> and other fine retailersListen for a <strong>FREE AUDIOBOOK<\/strong> offer in this episode!<\/p>\n<p>Kindly subscribe on <a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" title=\"iTunes\">iTunes<\/a> or your favorite podcast directory and post a review of the show &#8211; This is much appreciated!<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_6573\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode39.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('6573','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode39.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_episode39.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=404-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_episode39.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode39.mp3\">Download<\/a> (26.7MB)<\/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: Paul Kedrosky, Ph.D. of Infectious Greed\/Ten Asset Management. This episode begins with some profitable New Year&#8217;s Resolutions to ponder &#8211; 12 steps for getting your portfolio into good shape for 2008.<\/p>\n<p>Then, work our way into a great interview with Paul Kedrosky as he tells us why he blogs and what he thinks about the current market conditions. He is a great writer, speaker and financial philosopher. Best of all. he is a recent winner of a BESPy award for 2007. We also discuss the opportunities for 2008 in and out of the markets.<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_6574\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode39.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('6574','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode39.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_episode39.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=404-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_episode39.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode39.mp3\">Download<\/a> (26.7MB)<\/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":[482],"class_list":["post-404","post","type-post","status-publish","format-standard","hentry","category-podcasts","tag-podcasts","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\/404","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=404"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/404\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=404"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=404"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=404"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}