Wednesday, August 26, 2009

CNBC Today

Vinny the short term bear on CNBC at 11:10 AM (eastern), if you're so inclined.

Wednesday, August 19, 2009

Thomas P. Au, CFA

My interview with the author of "A Modern Approach to Graham and Dodd Investing" and Chief Economist at Pittsford Venture Group includes a historical perspective on why stocks are overvalued, the importance of value investing using book value and dividends, the exceptional use of optionality into valuation models, and the factors surrounding the uncertainty of top line (revenue) growth.

The length of the interview is 14 minutes 52 seconds.

Wednesday, August 12, 2009

Michael Sheldon, CFA

My interview with the Chief Market Strategist with the wealth management firm, RDM Financial Group, includes the prospects of a sub-par economic recovery due to rising US consumer savings, deleveraging, increased regulation, increased risk aversion, the structural advantages of emerging economies over developed economies, and the longer-term risk of deflation.

The length of the interview is 15 minutes 56 seconds.

Wednesday, August 5, 2009

Gillian Tett

My interview with the assistant editor of the Financial Times and author of "Fool's Gold" includes key aspects of financial innovation, the consequences of a reluctance to lend by financial institutions, the utility qualities of the financial services industry, and the transitional nature of both the financial services industry and the global economy.

The length of the interview is 16 minutes 24 seconds.