Wednesday, August 27, 2008

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.

Wednesday, August 20, 2008

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.

Wednesday, August 13, 2008

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.

Wednesday, August 6, 2008

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.