In my first podcast, my friend Pete and I sat down to talk about the market. We wanted to avoid the overproduced feel of a typical financial show and used the “Live with Regis and Kelly” conversation format. For the next one, I will work on balancing the sound quality of the voices.

Podcast for 2006.02.27

The discussion focused on how I use my daily worksheets to track sector rotation in ETFs and indices. We also kicked around recent explanations of why the trade deficit hasn’t killed us yet.

MP3 File: Podcast for 2006.02.27

Worksheets:

• ETFS worksheet
• INDEXES worksheet

References:

• Barrons: The Real Risk to Our Ports
• Wall Street Journal: ‘Dark Matter’ in the Deficit
• Harvard: Dark Matter

Added 2006.02.28: I have it on good authority that I indeed mispronounced Keynesian. It should be “Cain-seian”. :)