Wednesday, April 22, 2009

Philip J. Orlando, CFA

My conversation with Federated Investors' Chief Equity Market Strategist and Senior Portfolio Manager includes a moderately constructive yet selective outlook on the equity markets, expectations of positive US GDP numbers in the fourth quarter of this year, supportive reasons for a higher than historical average P/E for the US equity markets, and thoughts on the future of capitalism.

Note: Phil is also actively involved with FECA, the Foundation for Educating Children with Autism

The length of the interview is 15 minutes 52 seconds.


Wednesday, April 15, 2009

Dr. Robert Barbera

My interview with the Executive Vice President and Chief Economist at ITG and author of The Cost of Capitalism: Understanding Market Mayhem and Stabilizing Our Economic Future explored the real world economic pragmatism articulated in his just published book - notably the principles of Hyman Minsky, the Minsky Moment, how the financial markets are a source of economic instability, and why free market capitalism is still the best way to go. We also touched on his views re the current economic climate.

The length of the interview is 13 minutes 34 seconds.

Wednesday, April 8, 2009

Dr. Ian Bremmer

My interview with the president of Eurasia Group and coauthor of The Fat Tail: The Power of Political Knowledge for Strategic Investing explored key themes from his new book - notably the investment importance of political risk management, the power shift from capitals of finance to capitals of politics, and the factors involved in quantifying political risk. We also discussed his views on emerging markets and Brazil.

The length of the interview is 12 minutes 53 seconds.

To listen to this interview, click here

Wednesday, April 1, 2009

David Abramson

My interview with the Managing Editor, Commodity and Energy Strategy, BCA Research explored BCA's economic perspective, the outlook on the US dollar, energy's two fair values, Gold, and China.

The length of the interview is 16 minutes 15 seconds.


Wednesday, March 25, 2009

Bob McTeer


In my interview with the former president of the Federal Reserve Bank of Dallas and Distinguished Fellow at the National Center for Policy Analysis we discussed the economic impacts of mark to market, the Geithner plan, Keynes' paradox of thrift, the Fed's balance sheet, and the necessary deftness to remove monetary stimulus in a timely fashion.

The length of the interview is 12 minutes and 2 seconds.


Wednesday, March 18, 2009

Art Hogan

In my second interview with the Director of Global Equity Products for Jefferies & Co. since May of last year, we contrasted the much changed economic and investment landscape. Topics discussed includes the game changer called Lehman, the forces of deleveraging, the impact of ETFs on their underlying holdings, and the sectors and styles in and out of favor.

The length of the interview is 22 minutes 39 seconds.

Wednesday, March 11, 2009

Axel Merk


In my wide-ranging interview with the President and Chief Investment Officer of Merk Investments we discussed depression investing, mark-to-market, Europe, Eastern Europe, and unique economic situation in Norway, capitulation and investor psychology.

The length of the interview is 13 minutes 52 seconds.


Wednesday, March 4, 2009

Marc Siegel


In my comprehensive interview with the FASB member of the board we began with the ever contentious issue of fair value, FAS 157, and mark-to-market, and related issues such as the loan component of bank obligations, the distinction between regulatory capital and GAAP, and dynamic provisioning. We then went on to discuss two other important topics: the progress re US and international accounting rules and the progress re evolving financial statements' look and feel.

The length of the interview is 13 minutes 30 seconds.

Wednesday, February 25, 2009

Richard Tortoriello

My interview with the author of "Quantitative Strategies for Achieving Alpha" explored the value proposition for quantitative strategies, predictive elements of quantitative analysis, how to incorporate quantitative analysis into traditional fundamental analysis, and utilizing a multi-factor approach.

The length of the interview is 15 minutes 9 seconds.

Wednesday, February 18, 2009

Joseph Battipaglia


In my second conversation with the Market Strategist/Private Client Group for Stifel Nicholas and Chief Investment Officer with Washington Crossing Advisors we discussed his deep and long recession call, the consequences to earnings, the inefficiencies of government spending, and the lack of a central theme to the Obama stimulus plan.

The length of the interview is 15 minutes 35 seconds.<

Wednesday, February 11, 2009

Don Rissmiller

In my second interview with the Chief Economist at Strategas Research Partners we explore the probabilities of multiple economic Ws, the importance of monitoring interest rate sensitive industries, capex for signs of economic stability, and the multiplier effect of the monetary and fiscal stimulus, and the need for global coordination of economic stimuli.

The length of the interview is 12 minutes 48 seconds.

Wednesday, January 21, 2009

Tim Hayes, CMT

In his first Beyond the Sound Bite interview last April, the Chief Investment Strategist for Ned Davis Research accurately portrayed the markets with his maximum underweight in equities and other insightful comments. In this interview, we get an updated perspective from Tim, which is considerably more optimistic than last spring.

The length of the interview is 13 minutes 49 seconds.