Wednesday, March 25, 2009

Bob McTeer

In my interview with the former president of the Federal Reserve Bank of Dallas and Distinguished Fellow at the National Center for Policy Analysis we discussed the economic impacts of mark to market, the Geithner plan, Keynes' paradox of thrift, the Fed's balance sheet, and the necessary deftness to remove monetary stimulus in a timely fashion.

The length of the interview is 12 minutes and 2 seconds.

Wednesday, March 18, 2009

Art Hogan

In my second interview with the Director of Global Equity Products for Jefferies & Co. since May of last year, we contrasted the much changed economic and investment landscape. Topics discussed includes the game changer called Lehman, the forces of deleveraging, the impact of ETFs on their underlying holdings, and the sectors and styles in and out of favor.

The length of the interview is 22 minutes 39 seconds.

Wednesday, March 11, 2009

Axel Merk

In my wide-ranging interview with the President and Chief Investment Officer of Merk Investments we discussed depression investing, mark-to-market, Europe, Eastern Europe, and unique economic situation in Norway, capitulation and investor psychology.

The length of the interview is 13 minutes 52 seconds.

Wednesday, March 4, 2009

Marc Siegel

In my comprehensive interview with the FASB member of the board we began with the ever contentious issue of fair value, FAS 157, and mark-to-market, and related issues such as the loan component of bank obligations, the distinction between regulatory capital and GAAP, and dynamic provisioning. We then went on to discuss two other important topics: the progress re US and international accounting rules and the progress re evolving financial statements' look and feel.

The length of the interview is 13 minutes 30 seconds.