Vinny on NPR

Today's Planet Money interview discussed two factors related to the Japanese economy: the effect felt from the US Senate's rejection of the auto bailout and currency issues.

To listen to the 4 minute 32 second NPR interview segment, click here

Dr. Rob Atkinson

I was able to catch the the President of the Information Technology and Innovation Foundation (www.itif.org) between his meetings with the Obama transition team for a most informative discussion that included his views on the importance of productivity enhancing public policy, the intricate blend of old fashioned consumer demand, industrial style infrastructure spending, and technological tax policy, and the key role innovation economics can play in producing sustainable growth for the US economy.

The length of the interview is 12 minutes 21 seconds.

Phil Roth, CMT

My interview with the Chief Market Technical Analyst for Miller + Tabak includes the conditions necessary for a successful stock market bottom, the positive secular story for commodities (especially agriculture), attractive market action in water related companies, and a dismal longer term outlook for financials and info tech and telecom.

The length of the interview is 12 minutes 3 seconds.

Sam Stovall

My conversation with Standard and Poors' Equity Research Chief Investment Strategist includes how stocks tend to perform when one party controls government, fourth quarter of an election year stock performance, first year of a new administration and stock performance, and the earnings estimate split between bottom up analyst forecasts versus top down driven estimates.

The length of the interview is 13 minutes 30 seconds.

Vinny on NPR

Today's National Public Radio interview touched on the Fed's rate cut, the stock market's reaction, and reasons why stocks are likely headed higher over the near term.

To listen to the 3 minute 25 second NPR interview, click here

Vinny on NPR

My latest National Public Radio interview (conducted Friday, October 24) included the investor migration from credit crisis to economic crisis, circuit breakers, and the implications on stocks due to mutual fund redemptions and lines of credit.

To listen to the 8 minute 45 second NPR interview, click here

Liz Ann Sonders

My conversation with Charles Schwab's Chief Investment Strategist includes a consumer-led recession call, thoughts on the lasting consequences of the credit crisis (most notably deleveraging), and sector weightings.

The length of the interview is 12 minutes 45 seconds.

Vinny Catalano on NPR

The folks over at National Public Radio noticed my blog posting of yesterday re the credit markets, Treasury yields, LIBOR, and the TED spread and conducted an interview with me on the topics.

The length of the interview is 12 minutes 2 seconds.




Note: To track the all-important TED spread, click here

Dan Clifton

Sandwiched between the political conventions and the debates (President and Vice President) are key congressional and economic issues that will likely have a significant impact on the markets in the ever volatile month of September. Notably the Frank/Dodd hearings, the CFTC energy speculation report, an FOMC meeting, the ban on offshore drilling ends, and a major debt rollover for Freddie and Fannie.

My interview with the astute Head of Policy Research for Strategas Research Partners includes many of these issues along with the geopolitical driver behind Biden's selection as Democratic Vice Presidential candidate, the impact of political convention bounces, a more activist US Congress, plus the rolling back of the Reagan revolution in tax policy.

The length of the interview is 15 minutes 58 seconds.

Beth Ann Bovino

With the US economy tettering on the edge of a second down leg and much of the global economy poised to join, economic forecasts range from the plain bad to the outright terrible.

My interview with the Senior US economist for Standard and Poors includes the impending W shaped US recession, the state of the US consumer, capex spending, US exports, and the deleveraging process.

The length of the interview is 15 minutes 40 seconds.

Roy Johnson

When it comes to understanding the drivers of corporate success, shareholder value, value based management, and value based finance are more than catchy phrases. They are analytical methodologies that enable a deeper understanding of the elements of competitive advantage.

My interview with Johnson includes economic profit (versus accounting profit), MVA (market value added), invested capital intensity, and the creators and destroyers of corporate value.

The length of the interview is 14 minutes 12 seconds.

Jason Furman

In an exclusive befitting the major cable networks, I am pleased to provide listeners with the ability to compare and contrast the US presidential candidates' economic plans - last week's interview with McCain economic advisor Steve Forbes and this week's guest, Obama chief economic advisor Jason Furman.

In this week's interview, Furman describes the Obama campaign's take on tax policy, the budget and current account deficits, regulation, and the campaign's emphasis on pragmatism.

The length of the interview is 16 minutes 57 seconds.

Steve Forbes

Steve Forbes, in his capacity as economic advisor to John McCain, shares his perspective on the Senator's positions re tax policy, the federal budget (including entitlement programs), regulatory issues, and working with a Democratic Congress.

The length of the interview is 11 minutes 20 seconds.

Michael Greenberger

As the US Congress moves forward with its threat to force change upon energy speculators, my interview with the former Director, Division of Trading and Markets, Commodity Futures Trading Commission couldn't be more timely. Expanding upon his recent congressional testimony, our discussion focuses on


* Excesss speculation in commodity markets
* How futures do affect spot prices
* The role of financial innovation (notably swaps)
* Dark markets

The length of the interview is 19 minutes 48 seconds.



Note: To learn more about Professor Greenberger's work click here

John Augustine

My interview with the Chief Investment Strategist for Fifth Third Private Bank includes the three issues overhanging the equity markets, stagflation lite, value traps, and fixed income strategies.

The length of the interview is 11 minutes 21 seconds.

Peter Hooper

My interview with the Managing Director and Chief Economist for Deutsche Bank Securities includes the state of the global economy, prospects for stagflation in the US, the expanded role of the Fed, and the US consumer.

The length of the interview is 13 minutes 21 seconds.

Alec Young

My interview with the International Equity Strategist for Standard and Poors includes a tilt toward to US equities, the concept of a "home bias" in investing, and attractive and unattractive economic sectors.

The length of the interview is 11 minutes 32 seconds.

Jason DeSena Trennert

My interview with the Chief Investment Strategist of Strategas Research Partners includes his short term bullish/long term bearish outlook for equities, the economic growth versus valuation conundrum facing various emerging markets, and the limited political wiggle room a new US President will have.

The length of the interview is 12 minutes 37 seconds.

Marty Fridson, CFA

My interview with the CEO and CIO of Fridson Investment Advisors explored the fault line in credit instruments - high yield bonds. Related to this we discussed credit default swaps, the potential for rising corporate default rates, and the changing investor environment for high yield instruments, among others.

The length of the interview is 16 minutes 45 seconds.

Dr. Rob Atkinson

In light of the emerging economic debate between the Senators McCain and Obama, my interview with the president of the Washington think tank, "Information Technology and Innovation Foundation", is a most timely one. Included in the discussion is the issue of traditional economic policy doctrines – supply-side and Keynesian/demand – versus innovation/growth economics.

The length of the interview is 13 minutes 14 seconds.

Phil Roth, CMT

My interview with the Chief Market Technical Analyst for Miller + Tabak includes his (small) bear market call, the investment implications of the absence of the public and the dominance of hedge funds in today's market, and when the March lows of this year will be taken out.

The length of the interview is 11 minutes 30 seconds.

Vitaliy Katsenelson, CFA

My conversation with the Director of Research for Investment Management Associates and author of "Active Value Investing: Making Money in Range-bound Markets" includes the rationale why equities are in a range bound market, the "active value investing" approach to stock selection versus traditional value investing, and the process of identifying attractive stocks in a range-bound market climate.

The length of the interview is 12 minutes 16 seconds.

Art Hogan

In my interview with the Director of Global Equity Products for Jefferies & Co. we explored his shallow recession call, fairly strong operating earnings outlook, sectors (and industries within) that look attractive and ones to avoid, and the influence and importance of hedge funds.

The length of the interview is 18 minutes 2 seconds.

Don Rissmiller

In my comprehensive interview, the Chief Economist with Strategas shares his thoughts and insights on a long and shallow US economic downturn, the US consumer - credit, spending, and savings, and residential and non residential construction and lending.

The length of the interview is 17 minutes 52 seconds.

Maria Fiorini Ramirez

In my interview with the President and CEO of Maria Fiorini Ramirez, Inc. we discussed her no recession call, impacts of a classic credit crunch and deleveraging, the balance sheet strength of US corporations, and the status of the US consumer.

The length of the interview is 11 minutes 25 seconds.

Vahan Janjigian, CFA, Ph.D.

In my conversation with the Chief Investment Strategist for Forbes, Inc. and author of "Even Buffett Isn't Perfect" we discussed his bearish economic outlook, a cautious equity market's view, why Financials while beginning to look attractive have more work to do before becoming a buy, his bottom-up/value approach to investing, and his upcoming book on the greatest value investor of all-time, Warren Buffett.

The length of the interview is 13 minutes 52 seconds.

Tim Hayes, CMT

My interview with the Chief Investment Strategist for Ned Davis Research includes a maximum equity underweight call, concern re key indicators in the recent market rally, and a sector, styles, and global strategy view.

The length of the interview is 10 minutes 2 seconds.

Glenn Reynolds, CFA

"In my interview with the CEO of CreditSights we explored a wide range of factors related to the credit markets including rising corporate default risks, the difference between today's environment (economic and financial) versus 1990/1, confidence levels in the financial system, and an estimation of the credit crisis (we are in the 3rd inning).

The length of the interview is 12 minutes 10 seconds.

Michael Mauboussin

"My interview with the Chief Investment Strategist for Legg Mason Capital Management includes a constructive view on the equity markets, value traps, expectational investing, behavioral finance, and his new book: "More Than You Know: Finding Financial Wisdom in Unconventional Places."

The length of the interview is 11 minutes.

Joseph Battipaglia

In my conversation with the Market Strategist/Private Client Group for Stifel Nicholas we covered equity market valuation issues, a recession call, the likelihood that S&P 500 operating earnings will decline to and through $80, and the limited prospects in emerging markets.

The length of the interview is 11 minutes 55 seconds.

Don Straszheim

My interview with the Vice Chairman of Roth Capital Partners includes the state of the global economy, decoupling, China, and financial innovation.

The length of the interview is 11 minutes 40 seconds.

Subodh Kumar, CFA

My interview with the former Global Investment Strategist for CIBC World Markets and current Global Investment Strategist for Subodh Kumar & Associates includes earnings expectations, global investment strategy, interest rates, the credit crisis, and the risks of a currency crisis.

The length of the interview is 14 minutes 50 seconds.

Bob Stein, CFA

My interview (conducted prior to the Fed's recent action) with the Senior Economist, First Trust Advisors includes a no recession call for 2008, Sovereign Wealth Funds, productivity growth, and the absence of political coattails for John McCain.

The length of the interview is 14 minutes 30 seconds.

Sam Stovall

My conversation with the Chief Investment Strategist of Standard and Poors' Equity Research Group includes a review of the historical monthly performance of equities (hint: February is the second worst month of the year), insights into selected US economic sectors, styles, and global markets.

The length of the interview is 13 minutes 10 seconds.

Louise Yamada, CMT

Key items discussed with the Managing Director of Louise Yamada Technical Research Advisors includes the view of the current market, the longer term context of the current market environment, the "hybrid market", the global build out, and the early 2008 weakness in Tech and Telecom.

The length of the interview is 14 minutes 40 seconds.

Philip J. Orlando, CFA

My conversation with Federated Investors' Chief Equity Market Strategist includes a no recession call for 2008, the outlook for the US economy and markets, valuation, and corporate profitability.

The length of the interview is 13 minutes 20 seconds.

Dr. Ian Bremmer

My conversation with the president of the Eurasia Group focused on the geopolitical risks in the US, Russia, China, India, and Brazil.

The length of the interview is 12 minutes 20 seconds.

Dr. David Wyss

My conversation with S&P's Chief Economist covered the prospects for a US recession, risks of contagion, risks of large amounts of liquidity, the credit crisis, and a 2008 outlook for S&P 500 operating earnings and the 10 year US Treasury.

The length of the interview is 9 minutes 20 seconds.

Liz Ann Sonders

My conversation with Charles Schwab's Chief Investment Strategist in today's inaugural interview included a look at key economic sectors and investment styles, the fixed income market, and the credit crisis.

The length of the interview is 10 minutes 45 seconds.