Wednesday, May 28, 2008

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.

Wednesday, May 21, 2008

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.

Tuesday, May 13, 2008

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.

Wednesday, May 7, 2008

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.