Wednesday, January 27, 2010

Richard Bernstein

My interview with the former chief investment strategist with Merrill Lynch, who has gone and set up shop at Richard Bernstein Capital Management, includes a "wildly bullish" view for 2010. Need I say more?

To listen to this interview, click here

Wednesday, January 13, 2010

Justin Fox

The economic and business columnist for Time and popular blogger's recent book, "The Myth of the Rational Market", is the focus of this week's interview. Areas such behavioral finance and how investors might consider ways to navigate an investment world turned upside down now that key principles such as the efficient markets hypothesis and CAPM are under siege is explored and discussed.

The length of the interview is 16 minutes 14 seconds.

Kent Moors

“If you think the run up to July 2008 was a wild ride, you haven’t seen anything yet.” So said this week's guest referring to the energy price run to record highs in 2008. In my interview with the professor of political science from Duquesne University and internationally recognized expert In global risk management, oil and natural gas policy and finance, cross-border capital flows, we explored his comprehensive approach to energy analysis and why he believes energy prices are in for an even more dynamically volatile period ahead.

Dr. Moors is also president of ASIDA (an international consulting firm specializing in former Soviet, Caspian, and other developing markets) as well as Executive Managing Partner of Risk Management Associates, International, a full service global management consulting and executive training firm.

To listen to the 13 minutes 12 second interview, click here

Wednesday, January 6, 2010

Tim Hayes, CMT

We get the year started with yet another most informative and insightful interview (my third) with the Chief Investment Strategist for Ned Davis Research as we discussed his year ahead outlook, one that includes an up first quarter followed by a likely mid year major correction culminating in a year end rally. Such a scenario will require a much more actively adept investor seeking to generate alpha. We also explored the context within which the current market falls: the cyclical bull within a secular bear market.

The length of the interview is 14 minutes 50 seconds.