My interview with the Principal and Portfolio Manager at Concise Capital Management introduces listeners to a unique fundamental analysis approach to high yield bonds. By focusing on short maturities, Mr. Krasner and his associates minimize the interest rate risk dynamic while capturing high income streams. Tom also provides his perspective on the current default rate cycle in the high yield bond area.
To listen to the 13 minutes 42 second interview, click here
Wednesday, December 16, 2009
Friday, December 11, 2009
Wednesday, December 9, 2009
Marc Chandler
In my comprehensive conversation with the Senior Vice President, Global Head of Currency Strategy at Brown Brothers Harriman, and author of "Making Sense of the Dollar", we explored the short (cyclical) and long term (secular) view of the world's most important currency - the US dollar, the risks of a liquidity bubble, the Fed's exit strategy, and the direction of short and long term interest rates.
To listen to this interview, click here
To listen to this interview, click here
Wednesday, December 2, 2009
Richard C. Kang
My conversation with the Chief Investment Officer & Director of Research for Emerging Global Advisors, an investment advisor to various exchange traded funds, includes a description of the company and its work in creating and managing emerging markets exchange traded funds, the case for emerging markets sector ETFs, and an economic and investment perspective on the emerging markets.
The length of the interview is 14 minutes 31 seconds.
The length of the interview is 14 minutes 31 seconds.
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