Kronicle TV: How Can We Improve Our Financial Models?
Excessive leverage is at the heart of every meltdown.
July 20 2010
This course is a broad overview and discussion of the salient subject areas that one will need to navigate to fully understand the commodity space.

Students will be introduced to what makes each of the commodity sectors tick from an international economic standpoint.

This course sets the record straight about what is a predictive indicator and what is a lagging indicator in the commodity markets.

This course investigates why certain traders become great and why others blow up. Be prepared to journal extensively and learn about your strengths and weaknesses.
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My mentor and I speak about Gold, commodity bubbles, Bernanke, Geithner, and I get him to answer a reader question about Market Timing.
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U.S. stocks boomed in the last nine months of 2009, but remained well below earlier highs. Indeed, many people referred to the first 10 years of the 21st century as “the lost decade,” because stocks returned virtually nothing while investors had been conditioned to expect 10% a year. Meanwhile, bonds and commodities experienced a stunning run. Have the rules of investing changed?
I did not record this podcast, but I thought it would be interesting to compare Jeremy Siegel to some of the podcasts I’ve done with commodity traders so you can get a feel and put things in perspective.
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This is my second interview with Victor Sperandeo. Here is the first podcast we did in June 2009
You can click on the blue links in the podcast to take you to the material being discussed in the podcast.
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I recorded a podcast with Daniel Ammann, author of The King of Oil, a biography of physical commodity trader Marc Rich. Ammann is Editor at Die Weltwoche, a German-language weekly paper in Zurich. His book is excellent and I highly recommend it.
Readers will learn much about the physical commodities markets, as opposed to the “paper” markets of commodity futures. More importantly, they will learn a very different side of Marc Rich that has not made it’s way through the American media as did President Clinton’s pardon.
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Charles Goyette, author of The Dollar Meltdown, speaks with Michael Martin about the Fed, the Gold Reserve Act of 1934, and the collapse of the US dollar.
You can read my blog post on the interview at the Ludwig von Mises Institute.
Read MoreOne of PTJ’s strengths was that he had no emotional need to defend what he did 10 minutes ago.
The financial overhaul is just a speed bump, and a low one at that.
Budgets have to be reined in by cuts, not by raising taxes.
Podcast interview with Mebane Faber, author of The Ivy Portfolio and blogger at World Beta.
Does having financial broadcast media on during the day while you trade affect the number of transactions or types of trades a trader puts on?