Wednesday, July 1, 2009

Dr. Neal Soss


My interview with the Managing Director and Chief Economist with Credit Suisse includes the 2Q09 end to the US recession, expectations of a sub par recovery of 3 1/2%, a sustained level of relatively high unemployment, and a potential compositional shift in the US economy.

The length of the interview is 16 minutes 58 seconds.

Thursday, June 25, 2009

Market Technicians Assocation webcast: "Market Signals with ETFs"

At noon US eastern time today, I have the privilege of conducting a webcast presentation for the Market Technicians Association titled "Market Signals with ETFs". You are invited to join the free 45 minute session as an electronic attendee: listen to the presentation and ask questions.

The topics I will be discussing include:

* Why stocks have an inherently upward bias
* Portfolio strategies such as diversification with a tilt
* Technical analysis tools and ETFs
* The three forces that have empowered all investors

To attend as a guest, click here

Wednesday, June 10, 2009

Phil Roth, CMT

In yet another excellent and insightful interview with the Wall Street veteran and Chief Market Technical Analyst for Miller + Tabak we explored the prospects for a completed market bottom, the absence of public participation in the equity markets, investors sentiment, which sectors, size, and styles look attractive and which look unattractive, and some thoughts on the fixed income market, the US dollar, and the strong chart pattern of Gold.

The length of the interview is 12 minutes 17 seconds.

Wednesday, June 3, 2009

Marty Fridson, CFA

My podcast interview with the CEO and co-CIO at Fridson Investment Advisors explores some of the topics to be discussed at next week's New York Society of Security Analysts' 19th Annual High Yield Bond Conference, his views on the trends and directions of the high yield market since our interview one year ago, quality issues in the high yield market, and the trend toward activist government.

The length of the interview is 14 minutes 20 seconds.

Wednesday, May 13, 2009

Dr. Andrew Lo

In a most interesting and insightful conversation with the Director of MIT's Laboratory for Financial Engineering and co-author of "The Heretics of Finance: Conversations with Leading Practitioners of Technical Analysis" we explored the value of technical analysis, the prospects of a standardization and quantitative discipline for technical analysis, the behavioral finance dimensions of stock market analyses, and the theory of the adaptive markets hypothesis.

The length of the interview is 15 minutes 10 seconds.


Wednesday, May 6, 2009

Subodh Kumar, CFA

My interview with the Chief Investment Strategist of Subodh Kumar & Associates includes his cautious equity outlook at the top end of the trading range, the low quality aspects of the recent equity markets' rallies, the coming powerful earnings benefits from cost cutting, a 2010 S&P 500 operating earnings view of $75, and the emergent era of managed capitalism.

The length of the interview is 15 minutes 43 seconds.


Wednesday, April 29, 2009

David Kotok

My interview with the cofounder and Chief Investment Officer with Cumberland Advisors includes a cautious equity outlook made more so by the potential flu pandemic, an asset allocation mix that favors high quality bonds over equities, uncertainty re earnings outlook for 2009, and a few thoughts on financial innovation.

The length of the interview is 14 minutes 20 seconds.


Wednesday, April 22, 2009

Philip J. Orlando, CFA

My conversation with Federated Investors' Chief Equity Market Strategist and Senior Portfolio Manager includes a moderately constructive yet selective outlook on the equity markets, expectations of positive US GDP numbers in the fourth quarter of this year, supportive reasons for a higher than historical average P/E for the US equity markets, and thoughts on the future of capitalism.

Note: Phil is also actively involved with FECA, the Foundation for Educating Children with Autism

The length of the interview is 15 minutes 52 seconds.