My third interview with Federated Investors' Senior Vice President, Chief Equity Market Strategist, Senior Portfolio Manager includes a constructive view for a sustainable cyclical economic recovery based on a successful handoff from government spending to private sector growth, pent up US consumer demand, benign inflation (for now), and solid global growth in manufacturing. The longer-term, more secular issues related to the explosive growth in government debt and what is the right balance for regulatory reform are also discussed.
The length of the interview is 16 minutes 34 seconds.
To listen to this interview, click here
Note: Phil is actively involved with FECA, the Foundation for Educating Children with Autism