Wednesday, April 30, 2008

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.

Wednesday, April 23, 2008

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.


Wednesday, April 16, 2008

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.

Wednesday, April 9, 2008

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.


Wednesday, April 2, 2008

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.