Friday, January 28, 2011

Vinny in the media

My "Tale of Two Halves" is the central focus of my latest media appearances: "Taking Stock with Pimm Fox" yesterday and on New Delhi TV on January 14th.

To listen to the Taking Stock interview, click here

To view the New Delhi TV segment, click here

Wednesday, January 26, 2011

George Milling-Stanley

The Bard once wrote, "All that glitters is not gold". The precious metal may glitter uniquely among assets, but how does one measure the value of gold? Can one measure the value of gold?

In my interview with the Managing Director, Government Affairs for the World Gold Council, key factors in assessing the precious metal are explored. Additionally, understanding the role of gold and central bank's reserves ("The Importance of Gold in Reserve Asset Management") is discussed*.

To listen to the 15 minutes 16 second interview, click here

*A video version of this report can be found here.

Wednesday, January 19, 2011

William Hartung

Too big to fail. Think it pertains only to the banking industry? Think again.

With the defense budget representing a very large chunk of the US federal pie, it behooves all investors to better understand this vital area of US government, not to mention the US economy. From his most recent book, "Prophets of War: Lockheed Martin and the Making of the Military-Industrial Complex", key aspects of President Eisenhower's final speech warning is fleshed out by the defense expert with the "New America Foundation". The consequences of actions - economic and geo political - go far beyond the industry itself and cannot be overstated.

To listen to the 13 minutes 33 second interview, click here

Wednesday, January 12, 2011

Robert Arnott

To most investors, including many investment professionals, indexes are constructs designed to track a defined area of the economy, usually via financial assets. Yet, "indexing as an investment concept" is far more prevalent than most realize.

In my interview with the co-author of " The Fundamental Index" and Chairman, Founder of Research Affiliates, we explore such areas as efficient indexing, the market inefficiencies that result from cap weighted indexes, and RAFI, the Research Affiliates Fundamental Index approach to investing. For those interested in understanding an investing methodology that large institutional investors such as PIMCO utilize, this interview will open the door to a fascinating and largely under-appreciated segment of the financial markets.

To listen to the 15 minutes 25 second interview, click here