Wednesday, April 29, 2009

David Kotok

My interview with the cofounder and Chief Investment Officer with Cumberland Advisors includes a cautious equity outlook made more so by the potential flu pandemic, an asset allocation mix that favors high quality bonds over equities, uncertainty re earnings outlook for 2009, and a few thoughts on financial innovation.

The length of the interview is 14 minutes 20 seconds.

Wednesday, April 22, 2009

Philip J. Orlando, CFA

My conversation with Federated Investors' Chief Equity Market Strategist and Senior Portfolio Manager includes a moderately constructive yet selective outlook on the equity markets, expectations of positive US GDP numbers in the fourth quarter of this year, supportive reasons for a higher than historical average P/E for the US equity markets, and thoughts on the future of capitalism.

Note: Phil is also actively involved with FECA, the Foundation for Educating Children with Autism

The length of the interview is 15 minutes 52 seconds.

Wednesday, April 15, 2009

Dr. Robert Barbera

My interview with the Executive Vice President and Chief Economist at ITG and author of The Cost of Capitalism: Understanding Market Mayhem and Stabilizing Our Economic Future explored the real world economic pragmatism articulated in his just published book - notably the principles of Hyman Minsky, the Minsky Moment, how the financial markets are a source of economic instability, and why free market capitalism is still the best way to go. We also touched on his views re the current economic climate.

The length of the interview is 13 minutes 34 seconds.

Wednesday, April 8, 2009

Dr. Ian Bremmer

My interview with the president of Eurasia Group and coauthor of The Fat Tail: The Power of Political Knowledge for Strategic Investing explored key themes from his new book - notably the investment importance of political risk management, the power shift from capitals of finance to capitals of politics, and the factors involved in quantifying political risk. We also discussed his views on emerging markets and Brazil.

The length of the interview is 12 minutes 53 seconds.

To listen to this interview, click here

Wednesday, April 1, 2009

David Abramson

My interview with the Managing Editor, Commodity and Energy Strategy, BCA Research explored BCA's economic perspective, the outlook on the US dollar, energy's two fair values, Gold, and China.

The length of the interview is 16 minutes 15 seconds.