Wednesday, March 17, 2010
Vinny on foxbusiness.com
The length of the interview is 7 minutes 21 seconds.
Note: If the video doesn't play immediately try the following - reload the page, restart your browser, or use a different browser.
Also, Vinny on BNN TV is available here.
Labels:
Credit Markets,
Economic,
Investment Strategy
Friday, March 12, 2010
Tom McManus
My interview with the well known and highly respected investment strategist includes the secular trends for the economic "new normal", US consumer and employment outlook, corporate profitability, and P/E levels for the equity markets.The length of the interview is 12 minutes 50 seconds.
To listen to this interview, click here
If interested in reaching Tom, click here
Friday, March 5, 2010
Adam Parker
In my interview with the Chief Investment Strategist for Sanford C. Bernstein, Mr. Parker describes how the second half of the year is likely to result in a modestly below consensus view for 2010 operating earnings for the S&P 500, why a 13 to 15 P/E is more appropriate for the current market climate, some of the issues involved with the Fed's exit strategy and the economic handoff from government stimulus to sustainable private sector growth, and the prospects for a strong capex spending cycle and technology.The length of the interview is 14 minutes 48 seconds.
To listen to this interview, click here
Wednesday, March 3, 2010
Christian Menegatti
In my interview with Nouriel Roubini's Head of Global Economic Research Mr. Menegatti expressed a cautiously optimistic outlook for the US economy with few signs of a double dip, a stagnant Eurozone outlook, limited concern re contagion from the Greek tragedy, key risks to global trade, and why Gold appears to be in a win/win situation. The length of the interview is 18 minutes 01 second.
To listen to this interview, click here
Wednesday, February 24, 2010
Michael Greenberger

Can meaningful regulatory reform occur in this highly political year? Is the Obama administration on the right side of the credit derivatives argument? What is the future of financial innovation? If gaining a deeper understanding of the key issues related to financial innovation and regulatory reform is of interest*, then my second conversation with the former Director, Division of Trading and Markets, Commodity Futures Trading Commission will fit that bill. The length of the interview is 18 minutes 28 seconds.
To listen to this interview, click here
*Including the 1990's battles between Alan Greenspan, Robert Rubin, Larry Summers versus CFTC chairperson Brooksley Born re regulating OTC derivatives (Greenberger was a top aide to Born). The dust up was the central feature of the excellent Frontline segment, "The Warning".
Note: To learn more about Professor Greenberger's work click here
Wednesday, February 17, 2010
Dan Clifton
My interview with the Head of Policy Research for Strategas Research Partners includes an assessment of the likely electoral bloodbath in store for the Democrats this November, the state of the US states, the increasing sovereign debt crisis, and an economic policy of "kick the can down the road".To listen to this interview, click here
Wednesday, February 10, 2010
Dr. Andrew Lo
Leveraging off my first interview with the Director of MIT's Laboratory for Financial Engineering and co-author of "The Heretics of Finance: Conversations with Leading Practitioners of Technical Analysis", Dr. Lo describes the progress in his Adaptive Markets Hypothesis (AMH), the difference between AMH and game theory, the prospects of an evolution to CAPM, and some very useful resources in better understanding decision-making.
To listen to this interview, click here
To listen to this interview, click here
Wednesday, February 3, 2010
Gregory Zuckerman
I had the pleasure of conducting a most fascinating interview with the senior writer at the Wall Street Journal and author of "The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History", a book that goes well beyond its title or, as Mohammed El-Erian put it, "Greg Zuckerman's book is much, much more than a brilliant account of Paulson's trade of the century; it also provides a highly enjoyable and lucid journey through the analytical and emotional maze that constituted the financial markets on the eve of the Great Recession. The book is compulsory reading for those looking for exceptional insights on the complex forces that interconnect Wall Street, hedge funds and Main Street."For those investors seeking to gain a better insight into how the Wall Street of today really works, this interview will help accomplish that goal.
The length of the interview is 14 minutes 37 seconds.
To listen to this interview, click here
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.
Labels:
Behavioral Finance,
Economic,
Investment Strategy
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.
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