{"id":781,"date":"2008-06-22T23:59:18","date_gmt":"2008-06-23T03:59:18","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=781"},"modified":"2016-09-20T16:52:58","modified_gmt":"2016-09-20T20:52:58","slug":"tdi-episode-62-bye-bye-mr-american-lie","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2008\/06\/22\/tdi-episode-62-bye-bye-mr-american-lie\/","title":{"rendered":"TDI Episode 62: Bye Bye Mr. American Lie"},"content":{"rendered":"<p>Guest: Zach Scheidt, Hedge Fund Manager. We discuss the IPO market and Andrew is back on his soapbox on the Lehman letter saying that a big part of the problem is the lies and PR spin by the financials. We answer some listener questions and get into a few hedging ideas with the use of ETFs. We even dare discuss the idea of shorting the DJ Oil Index!<\/p>\n<p><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/06\/zachzone-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft alignnone size-medium wp-image-782\" style=\"margin: 5px; float: left;\" title=\"zachzone\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/06\/zachzone-1.jpg\" alt=\"Zach Scheidt\" width=\"117\" height=\"132\" \/><\/a><a title=\"Zach Stocks\" href=\"http:\/\/www.zachstocks.com\" target=\"_blank\"><strong>Zach Scheidt<\/strong><\/a> is the founder and Managing General Partner of Stearman Capital, LP. After graduating with honors from Lee University, Zach attended Georgia State University at night while beginning his career in the securities industry. He then received his MBA in 2001 and also achieved the Chartered Financial Analyst designation in 2003.<\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\"><a href=\"#podcast\" target=\"_self\"><span style=\"color: #000000;\">LISTEN TO PODCAST<\/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 style=\"text-align: center;\">Note: <a title=\"Zach Hedge Fund\" href=\"http:\/\/www.stearmancapital.com\/\" target=\"_blank\">Zach&#8217;s IPO\/New Issue Hedge Fund<\/a> is available for qualified investors.<\/p>\n<p>Zach is an avid writer (<a title=\"Zach Stocks\" href=\"http:\/\/www.zachstocks.com\" target=\"_blank\">you have to subscribe to his blog<\/a>) and periodically publishes articles on individual securities as well as sector and general market themes. He is a regular contributor to Seeking Alpha and has been quoted in numerous financial publications including the Wall Street Journal, TheStreet.com and Yahoo Finance. A participating member of the Atlanta Society of Financial Analysts, Mr Scheidt maintains an active profile in the Atlanta investment community. Also, read Zach&#8217;s <strong><a title=\"Zach Stocks on Hedge Funds\" href=\"http:\/\/zachstocks.com\/2008\/06\/are-hedge-funds-good-or-bad-or-is-that-the-right-question\/\" target=\"_blank\">excellent<\/a><\/strong> article on Hedge Funds&#8230;.<\/p>\n<p>This podcast is brought to you by Audible.com.  Download a free audiobook of your choice today <strong><a title=\"Audible Free Book\" href=\"http:\/\/www.audiblepodcast.com\/investor\" target=\"_blank\">HERE<\/a><\/strong><\/p>\n<p style=\"text-align: center;\">\u201d\u201d<\/p>\n<h3 style=\"text-align: center;\"><a title=\"TDI Managed Growth Strategy\" href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/tdi-investment-fund\/\" target=\"_self\">CLICK HERE<\/a> for <em>Indications of Interest<\/em> for<br \/>\nThe Disciplined Investor Managed Growth Strategy<\/h3>\n<p style=\"text-align: center;\">\u201d\u201d<\/p>\n<p style=\"text-align: center;\"><a title=\"Gotomeeting\" onclick=\"javascript:urchinTracker ('\/outbound\/article\/www.gotomeeting.com');\" href=\"http:\/\/www.gotomeeting.com\/podcast\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-743\" title=\"gotomeeting\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/06\/gotomeeting-3.jpg\" alt=\"\" width=\"296\" height=\"74\" \/><\/a><\/p>\n<p style=\"text-align: center;\">\u201d\u201d<\/p>\n<p>Stocks and other mentions: (DUG) (DIG) (AAPL) (YHOO) (COF) (LEN) (BIDU) (LEH)<\/p>\n<p><strong><a rel=\"bookmark\" href=\"..\/2008\/06\/21\/chartfest-homebuilders-charts\/\">ChartFest: Homebuilders or Ski Slopes?<\/a><\/strong><\/p>\n<p><strong><a rel=\"bookmark\" href=\"..\/2008\/06\/20\/us-news-world-report-tdi-podcast-is-top-10\/\">U.S. News &amp; World Report: TDI Podcast is TOP 10!<\/a><\/strong><\/p>\n<p><strong><a rel=\"bookmark\" href=\"..\/2008\/06\/13\/lehmans-private-letter-to-limited-partners\/\">Lehman\u2018s Private Letter to Limited Partners<\/a><\/strong><\/p>\n<p><strong><a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/06\/bespokeetf.pdf\">Download Bespoke ETF Guide<\/a><\/strong><br \/>\n<a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8871\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode62.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8871','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode62.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_episode62.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=781-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_episode62.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode62.mp3\">Download<\/a> (25.5MB)<\/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: Zach Scheidt, Hedge Fund Manager. We discuss the IPO market and Andrew is back on his soapbox on the Lehman letter saying that a big part of the problem is the lies and PR spin by the financials. We answer some listener questions and get into a few hedging ideas with the use of ETFs. We even dare discuss the idea of shorting the DJ Oil Index!<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8872\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode62.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8872','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode62.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_episode62.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=781-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_episode62.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode62.mp3\">Download<\/a> (25.5MB)<\/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":[91,249,190,482,486],"class_list":["post-781","post","type-post","status-publish","format-standard","hentry","category-podcasts","tag-financial-markets","tag-hedging","tag-ipo","tag-podcasts","tag-short-ideas","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\/781","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=781"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/781\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=781"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=781"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=781"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}