Wednesday, June 25, 2008

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.

Wednesday, June 18, 2008

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.

Wednesday, June 11, 2008

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.

Wednesday, June 4, 2008

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.